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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SIM
426
Seaview Investment Managers
Florida
– – -25,047 Closed
FSA
427
Financial Services Advisory
Maryland
– – -23,573 Closed
SCM
428
Seascape Capital Management
New Hampshire
– – -23,283 Closed
CF
429
Clarity Financial
Texas
– – -22,312 Closed
GM
430
GeoWealth Management
Illinois
– – -20,991 Closed
Renaissance Technologies
431
Renaissance Technologies
New York
– – -20,600 Closed
FTUS
432
Flow Traders U.S.
New York
– – -14,112 Closed
Chevy Chase Trust
433
Chevy Chase Trust
Maryland
– – -13,847 Closed
DIA
434
Dana Investment Advisors
Wisconsin
– – -10,048 Closed
MA
435
Mutual Advisors
Nebraska
– – -8,734 Closed
SCM
436
Southport Capital Management
Tennessee
– – -6,193 Closed
FA
437
FDx Advisors
Illinois
– – -4,626 Closed
AG
438
Appleton Group
Wisconsin
– – -4,531 Closed
CRI
439
Colonial River Investments
Virginia
– – -4,517 Closed
PAM
440
Premier Asset Management
Illinois
– – -4,105 Closed
BBA
441
Braun-Bostich & Associates
Pennsylvania
– – -2,960 Closed
SWM
442
Stockman Wealth Management
Montana
– – -2,522 Closed
RWP
443
Ridgecrest Wealth Partners
California
– – -2,384 Closed
WCG
444
Weaver Consulting Group
California
– – -2,280 Closed
FCM
445
Firestone Capital Management
Florida
– – -2,256 Closed
WCFA
446
Walkner Condon Financial Advisors
Wisconsin
– – -2,246 Closed
M&T Bank
447
M&T Bank
New York
– – -2,232 Closed
T. Rowe Price Associates
448
T. Rowe Price Associates
Maryland
– – -2,230 Closed
OC
449
Oppenheimer & Co
New York
– – -2,200 Closed
EVM
450
Eaton Vance Management
Massachusetts
– – -2,200 Closed
15 16 17
18
19