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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 %
AIC
351
Archer Investment Corporation
Indiana
$11.7K +$11.7K +153 New
TIM
352
Tortoise Investment Management
New York
$11K – – –
NFSG
353
Newbridge Financial Services Group
Florida
$11K +$8.46K +113 +332%
VRM
354
Vectors Research Management
New York
$11K +$11K +150 New
CWA
355
Clearview Wealth Advisors
Oregon
$10K -$963 -13 -9%
CAC
356
Certified Advisory Corp
Florida
$10K +$10K +134 New
FFA
357
Freedman Financial Associates
Massachusetts
$9K – – –
PA
358
Parallel Advisors
California
$9K – – –
GFPC
359
Global Financial Private Client
Florida
$7.42K +$7.42K +96 New
DOA
360
D'Orazio & Associates
Virginia
$7K – – –
KFS
361
Kelly Financial Services
Massachusetts
$4.43K +$4.43K +58 New
CAAS
362
Capital Asset Advisory Services
Michigan
$4K +$2.61K +30 +188%
IF
363
Ironwood Financial
Arizona
$3K – – –
LC
364
Lindbrook Capital
California
$3K – – –
HCP
365
Hexagon Capital Partners
Arkansas
$3K – – –
JPLA
366
Joseph P. Lucia & Associates
New York
$2K – – –
1WM
367
1900 Wealth Management
Texas
$1.4K -$10 -137 -0.7%
SWM
368
Sugarloaf Wealth Management
Georgia
$167 -$2.94K -2,074 -95%
WIM
369
Westside Investment Management
California
$118 – – –
FI
370
FormulaFolio Investments
Michigan
– -$3.14M -43,911 Closed
AAMC
371
Asset Allocation & Management Company
Illinois
– -$2.7M -37,776 Closed
PMG
372
ProVise Management Group
Florida
– -$752K -10,514 Closed
CW
373
CreativeOne Wealth
Kansas
– -$663K -9,272 Closed
FFN
374
Focus Financial Network
Minnesota
– -$562K -7,859 Closed
RIA
375
Regal Investment Advisors
Michigan
– -$542K -7,573 Closed
12 13 14
15
16