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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

383 hedge funds and large institutions have $1.68B invested in iShares MSCI KLD 400 Social ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 19 closing their positions.

Holders
383
Holders Change
–
Holders Change %
0%
% of All Funds
6.73%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
21
Increased
143
Reduced
115
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$346M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$170M
3
Creative Planning
3
Creative Planning
Kansas
$14.5M
4
FAFN
4
First Affirmative Financial Network
Colorado
$5.47M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$39.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$38.5M
2
Betterment LLC
2
Betterment LLC
New York
$63.6M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$1.45M
4
BWM
4
Baystate Wealth Management
Massachusetts
$4.76M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$16.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CAAS
376
Capital Asset Advisory Services
Michigan
$4K 47 +1 +2%
GFPC
377
Global Financial Private Client
Florida
$3.46K 41 -88 -68%
IF
378
Ironwood Financial
Arizona
$3K 36 – –
LC
379
Lindbrook Capital
California
$3K 40 – –
HCP
380
Hexagon Capital Partners
Arkansas
$3K 40 – –
JPLA
381
Joseph P. Lucia & Associates
New York
$2K 30 – –
WIM
382
Westside Investment Management
California
$128 1,550 – –
CF
383
Clarity Financial
Texas
– – -15,946 Closed
CIBC Private Wealth Group
384
CIBC Private Wealth Group
Georgia
– – -10,860 Closed
IC
385
Inscription Capital
Texas
– – -8,427 Closed
HGWM
386
Horst & Graben Wealth Management
Oregon
– – -7,893 Closed
Franklin Resources
387
Franklin Resources
California
– – -7,445 Closed
Prudential Financial
388
Prudential Financial
New Jersey
– – -6,185 Closed
WA
389
Wealth Alliance
New York
– – -5,624 Closed
SHJ
390
Sharkey, Howes & Javer
Colorado
– – -3,920 Closed
SFA
391
Sequoia Financial Advisors
Ohio
– – -3,450 Closed
APW
392
Austin Private Wealth
Texas
– – -3,337 Closed
SWM
393
SigFig Wealth Management
California
– – -2,538 Closed
CRI
394
Colonial River Investments
Virginia
– – -2,498 Closed
TI
395
tru Independence
Oregon
– – -1,904 Closed
SB
396
Strategic Blueprint
Georgia
– – -1,527 Closed
FPW
397
Flagship Private Wealth
Massachusetts
– – -1,426 Closed
AWA
398
Arkadios Wealth Advisors
Georgia
– – -1,000 Closed
PSIWM
399
Paradigm Strategies in Wealth Management
Minnesota
– – -708 Closed
WP
400
WealthShield Partners
North Carolina
– – -279 Closed
13 14 15
16
17