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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 %
SCA
401
Sandy Cove Advisors
Massachusetts
$48K +$48K +520 New
BCPWM
402
Bradley & Co Private Wealth Management
Florida
$47K – – –
MIFH
403
Migdal Insurance & Financial Holdings
Israel
$44K – – –
SSB
404
Sandy Spring Bank
Maryland
$43K – – –
PAIM
405
Punch & Associates Investment Management
Minnesota
$42K -$2.61K -28 -6%
BA
406
Ballast Advisors
Minnesota
$42K – – –
BWP
407
Baldwin Wealth Partners
Massachusetts
$37K – – –
WFA
408
Wells Financial Advisors
Massachusetts
$31K – – –
FP
409
Financial Perspectives
Minnesota
$30.5K +$93 +1 +0.3%
TWC
410
TD Waterhouse Canada
Ontario, Canada
$27.6K +$27.6K +296 New
DWA
411
Dougherty Wealth Advisers
Minnesota
$25K -$2.46K -27 -9%
FFA
412
Freedman Financial Associates
Massachusetts
$25K – – –
DWMG
413
DB Wealth Management Group
California
$23K -$4.11K -44 -15%
PA
414
PSI Advisors
Florida
$23K – – –
EIP
415
Ellis Investment Partners
Pennsylvania
$20K -$5.3K -58 -21%
BAM
416
Baldrige Asset Management
Pennsylvania
$19K – – –
VRM
417
Vectors Research Management
New York
$14K – – –
NFSG
418
Newbridge Financial Services Group
Florida
$14K – – –
IF
419
Integrity Financial
Wyoming
$14K +$14K +150 New
CTC
420
Central Trust Company
Missouri
$13K – – –
TIM
421
Tortoise Investment Management
New York
$12K – – –
CAAS
422
Capital Asset Advisory Services
Michigan
$10K +$5.69K +62 +132%
ADL
423
Asset Dedication LLC
California
$8K – – –
Simplex Trading
424
Simplex Trading
Illinois
$7K +$7K +80 New
KFS
425
Kelly Financial Services
Massachusetts
$6.09K +$1.02K +11 +20%
14 15 16
17
18