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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

371 hedge funds and large institutions have $1.43B invested in iShares MSCI KLD 400 Social ETF in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 130 increasing their positions, 105 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+16
Holders Change %
+4.51%
% of All Funds
6.53%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
43
Increased
130
Reduced
105
Closed
25
Calls
–
Puts
$112K
Net Calls
-$112K
Net Calls Change
+$169K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$238M
2
AIC
2
Ameritas Investment Company
Nebraska
$10.1M
3
GI
3
Gradient Investments
Minnesota
$9.86M
4
PG
4
Prostatis Group
Maryland
$6.02M
5
BCM
5
Brookstone Capital Management
Illinois
$8.31M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$79.2M
2
Betterment LLC
2
Betterment LLC
New York
$71.2M
3
Bank of America
3
Bank of America
North Carolina
$129M
4
BlackRock
4
BlackRock
New York
$644K
5
Wells Fargo
5
Wells Fargo
California
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
301
Focused Wealth Management
New York
$168K +$7.72K +101 +5%
EVM
302
Eaton Vance Management
Massachusetts
$168K +$168K +2,200 New
NFG
303
Next Financial Group
Texas
$163K -$610 -8 -0.4%
HR
304
Howe & Rusling
New York
$156K – – –
GWM
305
Geneos Wealth Management
Colorado
$155K – – –
4FG
306
4Thought Financial Group
New York
$152K +$152K +1,985 New
Fidelity Investments
307
Fidelity Investments
Massachusetts
$151K -$5.41K -71 -3%
FWP
308
FAS Wealth Partners
Kansas
$149K +$3.6K +47 +2%
FDCDDQ
309
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148K – – –
AF
310
Affiance Financial
Minnesota
$147K – – –
PP
311
PrairieView Partners
Minnesota
$137K -$22.9K -300 -14%
SFMG
312
Sage Financial Management Group
Virginia
$132K +$132K +1,728 New
IA
313
IFP Advisors
Florida
$130K +$6.25K +82 +5%
AWM
314
AllSquare Wealth Management
New York
$127K -$6.89K -90 -5%
CFD
315
Creative Financial Designs
Indiana
$118K -$86.1K -1,128 -42%
BWA
316
BDO Wealth Advisors
Florida
$112K +$112K +1,461 New
FPW
317
Flagship Private Wealth
Massachusetts
$112K +$157 +2 +0.1%
RG
318
Retirement Group
California
$110K – – –
FF
319
FourThought Financial
Florida
$103K – – –
TCM
320
TD Capital Management
Tennessee
$101K +$306 +4 +0.3%
MCC
321
Money Concepts Capital
Florida
$91K +$3.59K +47 +4%
PAI
322
Pittenger & Anderson Inc
Nebraska
$89K – – –
AA
323
Ancora Advisors
Ohio
$88K – – –
GRP
324
Global Retirement Partners
California
$88K +$842 +11 +1%
MAWCM
325
Mine & Arao Wealth Creation & Management
California
$85K – – –
11 12
13
14 15