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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 %
MPCG
326
Matrix Private Capital Group
New York
$78K – – –
AWA
327
Arkadios Wealth Advisors
Georgia
$76K – – –
GWSG
328
GPS Wealth Strategies Group
Colorado
$60K +$60K +794 New
MFT
329
Moisand Fitzgerald Tamayo
Florida
$58K – – –
HI
330
Hudock Inc
Pennsylvania
$57K +$151 +2 +0.3%
PSIWM
331
Paradigm Strategies in Wealth Management
Minnesota
$54K +$54K +708 New
ATC
332
Adirondack Trust Company
New York
$50K – – –
KTC
333
Kistler-Tiffany Companies
Pennsylvania
$48K +$8.28K +108 +21%
OSAM
334
O'Shaughnessy Asset Management
Connecticut
$47K – – –
PWA
335
Phoenix Wealth Advisors
North Carolina
$46K – – –
LWM
336
Liberty Wealth Management
California
$42K – – –
BCPWM
337
Bradley & Co Private Wealth Management
Florida
$39K +$39K +506 New
WP
338
WealthShield Partners
North Carolina
$39K +$39K +513 New
BDWM
339
Brewin Dolphin Wealth Management
Ireland
$36.7K – – –
PAIM
340
Punch & Associates Investment Management
Minnesota
$36K -$1.51K -20 -4%
MIFH
341
Migdal Insurance & Financial Holdings
Israel
$36K – – –
SSB
342
Sandy Spring Bank
Maryland
$35K – – –
BA
343
Ballast Advisors
Minnesota
$34K – – –
BWP
344
Baldwin Wealth Partners
Massachusetts
$31K – – –
DWA
345
Dougherty Wealth Advisers
Minnesota
$23K – – –
DWMG
346
DB Wealth Management Group
California
$22K – – –
EIP
347
Ellis Investment Partners
Pennsylvania
$21K +$76 +1 +0.4%
ADL
348
Asset Dedication LLC
California
$16K +$9.26K +118 +137%
EP
349
Eudaimonia Partners
Tennessee
$15K +$15K +200 New
WFA
350
Wells Financial Advisors
Massachusetts
$14K – – –
12 13
14
15 16