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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.

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 Market Value Shares Shares
Change 		Shares
Change %
TI
376
tru Independence
Oregon
– – -6,594 Closed
TLFA
377
True Link Financial Advisors
California
– – -5,900 Closed
WCFA
378
Walkner Condon Financial Advisors
Wisconsin
– – -4,442 Closed
GSWM
379
Golden State Wealth Management
California
– – -4,139 Closed
FWP
380
Firethorn Wealth Partners
Georgia
– – -3,475 Closed
BG
381
Bahl & Gaynor
Ohio
– – -3,216 Closed
CT
382
Clearstead Trust
Maine
– – -1,908 Closed
BBHBI
383
B, B, H, & B Inc
Alabama
– – -1,554 Closed
BWA
384
Burt Wealth Advisors
Maryland
– – -1,500 Closed
PWM
385
Perigon Wealth Management
California
– – -1,490 Closed
BAM
386
Belpointe Asset Management
Nevada
– – -1,448 Closed
D
387
Diversified
Delaware
– – -1,199 Closed
TIAM2
388
Tru Independence Asset Management 2
Oregon
– – -1,040 Closed
OIM
389
Oder Investment Management
California
– – -550 Closed
SIS
390
SVB Investment Services
Utah
– – -548 Closed
HWA
391
HHM Wealth Advisors
Tennessee
– – -374 Closed
IA
392
Inspire Advisors
Idaho
– – -118 Closed
FFC
393
Fure Financial Corporation
Minnesota
– – -38 Closed
TPWA
394
TRUE Private Wealth Advisors
Oregon
– – -2 Closed
PWM
395
Prentice Wealth Management
New York
– – – –
MF
396
Manchester Financial
California
$0 6 +6 New
CTC
397
Central Trust Company
Missouri
$0 7 +7 New
12 13 14 15
16