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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 %
Comerica Bank
351
Comerica Bank
Texas
$203K +$203K +2,407 New
TSS
352
Two Sigma Securities
New York
$202K +$202K +2,329 New
CFD
353
Creative Financial Designs
Indiana
$195K +$50K +576 +34%
BDWM
354
Brewin Dolphin Wealth Management
Ireland
$192K – – –
GWM
355
Geneos Wealth Management
Colorado
$185K -$72.4K -839 -28%
AssetMark Inc
356
AssetMark Inc
California
$182K -$3.8K -44 -2%
FWM
357
Focused Wealth Management
New York
$170K +$173 +2 +0.1%
GWSG
358
GPS Wealth Strategies Group
Colorado
$170K +$96.7K +1,118 +132%
ACA
359
Aptus Capital Advisors
Alabama
$167K -$51.6K -594 -24%
FDCDDQ
360
Federation des caisses Desjardins du Quebec
Quebec, Canada
$164K – – –
CT
361
Clearstead Trust
Maine
$163K – – –
RG
362
Retirement Group
California
$163K +$7.81K +90 +5%
AF
363
Affiance Financial
Minnesota
$162K – – –
CA
364
Clearstead Advisors
Ohio
$161K – – –
4FG
365
4Thought Financial Group
New York
$159K +$3.73K +43 +2%
PFS
366
Prospera Financial Services
Texas
$145K +$145K +1,675 New
MA
367
MUFG Americas
New York
$136K – – –
AWM
368
AllSquare Wealth Management
New York
$124K – – –
FF
369
FourThought Financial
Florida
$117K – – –
NF
370
Norwood Financial
Pennsylvania
$113K – – –
BWA
371
BDO Wealth Advisors
Florida
$109K -$17.3K -200 -14%
AA
372
Ancora Advisors
Ohio
$100K – – –
MAWCM
373
Mine & Arao Wealth Creation & Management
California
$95K -$2.61K -30 -3%
HNB
374
Huntington National Bank
Ohio
$95K -$102K – –
RA
375
Rise Advisors
New York
$95K +$259 +3 +0.3%
13 14
15
16 17