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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

355 hedge funds and large institutions have $1.33B invested in iShares MSCI KLD 400 Social ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 139 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+34
Holders Change %
+10.59%
% of All Funds
6.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
64
Increased
139
Reduced
81
Closed
23
Calls
–
Puts
$281K
Net Calls
-$281K
Net Calls Change
-$281K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$191M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$102M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$18.9M
4
Ameriprise
4
Ameriprise
Minnesota
$41.8M
5
BlackRock
5
BlackRock
New York
$7.93M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$29.1M
2
Betterment LLC
2
Betterment LLC
New York
$77.8M
3
GA
3
Geller Advisors
New York
$4.63M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$4.6M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
26
BlackRock
New York
$7.93M +$7.03M +98,272 +782%
LWP
27
Laurel Wealth Planning
Minnesota
$7.78M +$7.78M +108,700 New
CJA
28
C-J Advisory
California
$7.22M +$105K +1,473 +1%
BWM
29
Baystate Wealth Management
Massachusetts
$6.88M +$1.48M +20,678 +27%
GAM
30
Gemmer Asset Management
California
$6.31M -$366K -5,122 -5%
SWA
31
SOA Wealth Advisors
New York
$6.25M +$6.25M +83,409 New
PAG
32
Private Advisor Group
New Jersey
$6.23M +$3.25M +45,436 +109%
RJA
33
Raymond James & Associates
Florida
$5.9M +$751K +10,503 +15%
JFGIW
34
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.52M +$645K +9,017 +13%
ASN
35
Advisory Services Network
Georgia
$5.5M +$1.39M +19,410 +34%
FHA
36
First Horizon Advisors
Tennessee
$5.36M -$225K -3,146 -4%
MML Investors Services
37
MML Investors Services
Massachusetts
$5.12M +$636K +8,895 +14%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$4.71M -$793K -11,080 -14%
GA
39
Geller Advisors
New York
$4.63M -$4.63M -33,217 -50%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$4.6M -$3.77M -52,646 -45%
TAM
41
Trillium Asset Management
Massachusetts
$4.59M +$814K +11,384 +22%
SW
42
SVB Wealth
Massachusetts
$4.49M -$2.84M -39,651 -39%
QCM
43
Quest Capital Management
Texas
$4.33M +$166K +2,324 +4%
LGWM
44
Litman Gregory Wealth Management
California
$4.14M +$88.6K +1,239 +2%
William Blair & Company
45
William Blair & Company
Illinois
$4.05M +$311K +4,352 +8%
CCM
46
Cribstone Capital Management
Maine
$3.91M -$127K -1,770 -3%
PAS
47
Park Avenue Securities
New York
$3.9M +$1.8M +25,224 +86%
HighTower Advisors
48
HighTower Advisors
Illinois
$3.53M +$241K +3,368 +7%
BCM
49
Brookstone Capital Management
Illinois
$3.41M -$136K -1,907 -4%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$3.36M +$2.89M +40,467 +624%
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