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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

371 hedge funds and large institutions have $1.43B invested in iShares MSCI KLD 400 Social ETF in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 130 increasing their positions, 105 reducing their positions, and 25 closing their positions.

Holders
371
Holders Change
+16
Holders Change %
+4.51%
% of All Funds
6.53%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
43
Increased
130
Reduced
105
Closed
25
Calls
–
Puts
$112K
Net Calls
-$112K
Net Calls Change
+$169K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$238M
2
AIC
2
Ameritas Investment Company
Nebraska
$10.1M
3
GI
3
Gradient Investments
Minnesota
$9.86M
4
PG
4
Prostatis Group
Maryland
$6.02M
5
BCM
5
Brookstone Capital Management
Illinois
$8.31M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$79.2M
2
Betterment LLC
2
Betterment LLC
New York
$71.2M
3
Bank of America
3
Bank of America
North Carolina
$129M
4
BlackRock
4
BlackRock
New York
$644K
5
Wells Fargo
5
Wells Fargo
California
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
FT
26
Fiduciary Trust
Massachusetts
$8.57M 112,278 -414 -0.4%
MCM
27
Manchester Capital Management
Vermont
$8.33M 109,092 -2,115 -2%
BCM
28
Brookstone Capital Management
Illinois
$8.31M 108,761 +61,044 +128%
PAG
29
Private Advisor Group
New Jersey
$8.3M 108,687 +21,561 +25%
BWM
30
Baystate Wealth Management
Massachusetts
$8.12M 106,287 +10,127 +11%
CJA
31
C-J Advisory
California
$7.87M 103,062 +2,141 +2%
LWP
32
Laurel Wealth Planning
Minnesota
$7.8M 102,146 -6,554 -6%
ASN
33
Advisory Services Network
Georgia
$7.49M 98,137 +21,205 +28%
GAM
34
Gemmer Asset Management
California
$6.88M 90,036 +1,846 +2%
SWA
35
SOA Wealth Advisors
New York
$6.34M 83,062 -347 -0.4%
PG
36
Prostatis Group
Maryland
$6.02M 78,885 +78,885 New
JFGIW
37
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6M 78,527 +1,410 +2%
SW
38
SVB Wealth
Massachusetts
$5.8M 75,938 +13,169 +21%
FHA
39
First Horizon Advisors
Tennessee
$5.79M 75,836 +886 +1%
RJA
40
Raymond James & Associates
Florida
$5.63M 73,682 -8,749 -11%
EAM
41
Erste Asset Management
Austria
$5.04M 66,036 +19,684 +42%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$4.63M 60,577 -3,657 -6%
GA
43
Geller Advisors
New York
$4.54M 59,467 +26,250 +79%
PAS
44
Park Avenue Securities
New York
$4.51M 59,114 +4,582 +8%
QCM
45
Quest Capital Management
Texas
$4.42M 57,851 -2,697 -4%
William Blair & Company
46
William Blair & Company
Illinois
$4.37M 57,250 +674 +1%
MWM
47
Mascoma Wealth Management
New Hampshire
$4.32M 56,542 +30,845 +120%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$4.17M 54,617 -11,275 -17%
SPIA
49
Strategic Point Investment Advisors
Rhode Island
$3.97M 52,036 +6,414 +14%
MML Investors Services
50
MML Investors Services
Massachusetts
$3.97M 52,009 -19,536 -27%
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