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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 %
SWM
351
Stockman Wealth Management
Montana
$234K +$234K +2,522 New
HR
352
Howe & Rusling
New York
$228K +$9.03K +97 +4%
FWP
353
FAS Wealth Partners
Kansas
$227K -$35.3K -380 -13%
SWM
354
Sugarloaf Wealth Management
Georgia
$224K – – –
KFSC
355
Keystone Financial Services (Colorado)
Colorado
$224K +$224K +2,406 New
RWP
356
Ridgecrest Wealth Partners
California
$222K +$222K +2,384 New
FCI
357
Financial Counselors Inc
Kansas
$217K -$63.5K -683 -23%
WCG
358
Weaver Consulting Group
California
$212K +$212K +2,280 New
FCM
359
Firestone Capital Management
Florida
$210K -$9.31K -100 -4%
WCFA
360
Walkner Condon Financial Advisors
Wisconsin
$209K +$209K +2,246 New
T. Rowe Price Associates
361
T. Rowe Price Associates
Maryland
$207K -$110K -1,180 -35%
M&T Bank
362
M&T Bank
New York
$207K +$207K +2,232 New
BDWM
363
Brewin Dolphin Wealth Management
Ireland
$206K +$130K +1,405 +172%
EVM
364
Eaton Vance Management
Massachusetts
$204K – – –
OC
365
Oppenheimer & Co
New York
$204K +$204K +2,200 New
PSC
366
Prentiss Smith & Co
Vermont
$201K +$201K +2,168 New
AssetMark Inc
367
AssetMark Inc
California
$200K +$10.4K +112 +5%
FWM
368
Focused Wealth Management
New York
$182K -$18.4K -198 -9%
EWA
369
EverSource Wealth Advisors
Alabama
$182K +$182K +1,961 New
FDCDDQ
370
Federation des caisses Desjardins du Quebec
Quebec, Canada
$176K – – –
CT
371
Clearstead Trust
Maine
$174K – – –
AF
372
Affiance Financial
Minnesota
$173K – – –
CA
373
Clearstead Advisors
Ohio
$173K +$173K +1,858 New
CA
374
CoreCap Advisors
Michigan
$167K +$167K +1,802 New
4FG
375
4Thought Financial Group
New York
$166K -$6.13K -66 -4%
13 14
15
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