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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

429 hedge funds and large institutions have $2.11B invested in iShares MSCI KLD 400 Social ETF in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 158 increasing their positions, 109 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+46
Holders Change %
+12.01%
% of All Funds
6.63%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
69
Increased
158
Reduced
109
Closed
18
Calls
$650K
Puts
–
Net Calls
+$650K
Net Calls Change
+$650K

Top Buyers

1
FIG
FundX Investment Group
California
$52M
2
Bank of America
Bank of America
North Carolina
$192M
3
Morgan Stanley
Morgan Stanley
New York
$412M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$57M
5
GI
Gradient Investments
Minnesota
$14.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$30.9M
2
Betterment LLC
Betterment LLC
New York
$65.2M
3
SW
SVB Wealth
Massachusetts
$2.8M
4
CAN
Cetera Advisor Networks
California
$2M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
301
BerganKDV Wealth Management
Minnesota
$354K – – –
LRIA
302
Leonard Rickey Investment Advisors
Washington
$351K – – –
GAM
303
Gould Asset Management
California
$349K +$13K +140 +4%
AC
304
Abbrea Capital
California
$347K – – –
PFM
305
Peak Financial Management
Massachusetts
$340K -$23.8K -257 -7%
AWA
306
Arete Wealth Advisors
Illinois
$335K -$1.49K -16 -0.4%
PAI
307
Pittenger & Anderson Inc
Nebraska
$326K +$217K +2,335 +200%
TCOV
308
Trust Company of Vermont
Vermont
$324K – – –
PO
309
Private Ocean
California
$322K – – –
KCA
310
Karn Couzens & Associates
Connecticut
$322K – – –
SFA
311
Sequoia Financial Advisors
Ohio
$321K +$321K +3,450 New
Prudential Financial
312
Prudential Financial
New Jersey
$320K +$320K +3,443 New
CG
313
Colony Group
Massachusetts
$319K +$319K +3,433 New
AMM
314
American Money Management
California
$318K – – –
JFA
315
JNBA Financial Advisors
Minnesota
$312K – – –
WA
316
Wealth Alliance
New York
$312K +$312K +3,353 New
PFO
317
Pathstone Family Office
New Jersey
$311K – – –
MFG
318
Merit Financial Group
Georgia
$307K – – –
ZAM
319
Zevin Asset Management
Massachusetts
$300K – – –
AA
320
Addison Advisors
Vermont
$300K +$294K +3,161 +4,649%
BA
321
Ballew Advisors
Mississippi
$299K – – –
KPWG
322
KFA Private Wealth Group
Virginia
$293K +$30.6K +330 +12%
GIA
323
Goodwin Investment Advisory
Georgia
$287K -$37.2K -398 -11%
JIC
324
Johnson Investment Counsel
Ohio
$285K – – –
JWBC
325
J.W. Burns & Co
New York
$283K – – –
11 12
13
14 15