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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
+$31.3M
3
Morgan Stanley
Morgan Stanley
New York
+$25.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14M
5
GI
Gradient Investments
Minnesota
+$5.75M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$7.29M
2
Betterment LLC
Betterment LLC
New York
-$5.8M
3
SW
SVB Wealth
Massachusetts
-$3.74M
4
CAN
Cetera Advisor Networks
California
-$2.63M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$2.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
376
Retirement Group
California
$166K +$25.5K +275 +18%
CFD
377
Creative Financial Designs
Indiana
$155K +$110K +1,182 +242%
MA
378
MUFG Americas
New York
$146K -$334K -3,606 -70%
BWA
379
BDO Wealth Advisors
Florida
$136K – – –
AWM
380
AllSquare Wealth Management
New York
$133K – – –
IA
381
IFP Advisors
Florida
$130K – – –
FF
382
FourThought Financial
Florida
$126K – – –
TCM
383
TD Capital Management
Tennessee
$124K +$372 +4 +0.3%
NF
384
Norwood Financial
Pennsylvania
$121K +$121K +1,300 New
AA
385
Ancora Advisors
Ohio
$107K – – –
MAWCM
386
Mine & Arao Wealth Creation & Management
California
$104K +$463 +5 +0.4%
MCC
387
Money Concepts Capital
Florida
$103K +$103K +1,108 New
RA
388
Rise Advisors
New York
$102K +$102K +1,099 New
HNB
389
Huntington National Bank
Ohio
$102K – – –
PP
390
PrairieView Partners
Minnesota
$96K -$70.4K -758 -42%
MPCG
391
Matrix Private Capital Group
New York
$95K – – –
EWM
392
EPG Wealth Management
Georgia
$93K – – –
GWSG
393
GPS Wealth Strategies Group
Colorado
$79K +$2.43K +26 +3%
HI
394
Hudock Inc
Pennsylvania
$69K +$278 +3 +0.4%
ATC
395
Adirondack Trust Company
New York
$61K – – –
MFT
396
Moisand Fitzgerald Tamayo
Florida
$58K – – –
KTC
397
Kistler-Tiffany Companies
Pennsylvania
$55K – – –
ZIG
398
Zullo Investment Group
Pennsylvania
$54K +$54K +582 New
CWS
399
Confluence Wealth Services
Pennsylvania
$52K +$52K +568 New
MAM
400
Marquette Asset Management
Minnesota
$51K – – –
14 15
16
17 18