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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

420 hedge funds and large institutions have $2.03B invested in iShares MSCI KLD 400 Social ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 181 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-9
Holders Change %
-2.1%
% of All Funds
6.65%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
30
Increased
181
Reduced
110
Closed
34
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
-$373K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$127M
2
OCM
2
One Capital Management
California
$45.5M
3
Cerity Partners
3
Cerity Partners
New York
$25.3M
4
Ameriprise
4
Ameriprise
Minnesota
$77.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$400M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$138M
2
Bank of America
2
Bank of America
North Carolina
$164M
3
PG
3
Prostatis Group
Maryland
$4.47M
4
Betterment LLC
4
Betterment LLC
New York
$54.4M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
326
Private Capital Group
Connecticut
$263K +$37.9K +438 +17%
FIBT
327
First International Bank & Trust
North Dakota
$262K +$262K +3,023 New
SIAP
328
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$260K – – –
WAOTB
329
Wealth Advisors of Tampa Bay
Florida
$260K – – –
RDFA
330
Ritter Daniher Financial Advisory
Ohio
$260K – – –
BPA
331
Beacon Pointe Advisors
California
$259K +$259K +2,991 New
RPC
332
Rossmore Private Capital
Connecticut
$258K – – –
PIA
333
Perennial Investment Advisors
California
$254K +$6.03K +70 +2%
Bessemer Group
334
Bessemer Group
New Jersey
$253K +$33.8K +390 +15%
ACA
335
Atlas Capital Advisors
Wyoming
$253K – – –
BA
336
Ballew Advisors
Mississippi
$249K -$30.9K -367 -11%
AWM
337
Affinity Wealth Management
Delaware
$249K – – –
ZAM
338
Zevin Asset Management
Massachusetts
$247K -$32.8K -378 -12%
ST
339
Smithfield Trust
Pennsylvania
$244K -$13.8K -159 -5%
MCC
340
Money Concepts Capital
Florida
$243K +$147K +1,701 +154%
WBCM
341
Wilson & Boucher Capital Management
California
$240K – – –
CA
342
CoreCap Advisors
Michigan
$239K +$82.7K +953 +53%
KCM
343
Karp Capital Management
California
$231K +$6.85K +79 +3%
VPIM
344
Vanguard Personalized Indexing Management
California
$229K – – –
REMPR
345
Roof Eidam Maycock Peralta (REMP)
California
$221K – – –
VHAM
346
Van Hulzen Asset Management
California
$215K -$2.42K -28 -1%
HR
347
Howe & Rusling
New York
$213K +$780 +9 +0.4%
FWP
348
FAS Wealth Partners
Kansas
$213K +$1.04K +12 +0.5%
SWM
349
Sugarloaf Wealth Management
Georgia
$209K – – –
FCI
350
Financial Counselors Inc
Kansas
$206K +$3.47K +40 +2%
12 13
14
15 16