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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

383 hedge funds and large institutions have $1.68B invested in iShares MSCI KLD 400 Social ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 19 closing their positions.

Holders
383
Holders Change
–
Holders Change %
0%
% of All Funds
6.73%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
21
Increased
143
Reduced
115
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$346M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$170M
3
Creative Planning
3
Creative Planning
Kansas
$14.5M
4
FAFN
4
First Affirmative Financial Network
Colorado
$5.47M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$39.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$38.5M
2
Betterment LLC
2
Betterment LLC
New York
$63.6M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$1.45M
4
BWM
4
Baystate Wealth Management
Massachusetts
$4.76M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$16.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
326
PrairieView Partners
Minnesota
$149K 1,792 – –
RG
327
Retirement Group
California
$126K 1,514 – –
BWA
328
BDO Wealth Advisors
Florida
$122K 1,461 – –
PWM
329
Prentice Wealth Management
New York
$122K 1,470 – –
AWM
330
AllSquare Wealth Management
New York
$119K 1,431 -229 -14%
IA
331
IFP Advisors
Florida
$117K 1,404 – –
FF
332
FourThought Financial
Florida
$112K 1,354 – –
TCM
333
TD Capital Management
Tennessee
$111K 1,329 +4 +0.3%
PAI
334
Pittenger & Anderson Inc
Nebraska
$97K 1,170 – –
AA
335
Ancora Advisors
Ohio
$96K 1,150 – –
MAWCM
336
Mine & Arao Wealth Creation & Management
California
$93K 1,119 – –
AC
337
AlphaCore Capital
California
$92K 1,106 -99 -8%
MPCG
338
Matrix Private Capital Group
New York
$85K 1,022 – –
EWM
339
EPG Wealth Management
Georgia
$83K 1,000 +1,000 New
GRP
340
Global Retirement Partners
California
$77K 925 – –
GWSG
341
GPS Wealth Strategies Group
Colorado
$68K 821 +26 +3%
BDWM
342
Brewin Dolphin Wealth Management
Ireland
$67.8K 815 +335 +70%
HI
343
Hudock Inc
Pennsylvania
$61K 742 -13 -2%
ATC
344
Adirondack Trust Company
New York
$60K 660 – –
MFT
345
Moisand Fitzgerald Tamayo
Florida
$52K 626 – –
KTC
346
Kistler-Tiffany Companies
Pennsylvania
$50K 596 -30 -5%
PWA
347
Phoenix Wealth Advisors
North Carolina
$50K 600 – –
MAM
348
Marquette Asset Management
Minnesota
$46K 550 +550 New
BCPWM
349
Bradley & Co Private Wealth Management
Florida
$42K 506 – –
CFD
350
Creative Financial Designs
Indiana
$41K 489 -807 -62%
12 13
14
15 16