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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

383 hedge funds and large institutions have $1.68B invested in iShares MSCI KLD 400 Social ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 19 closing their positions.

Holders
383
Holders Change
–
Holders Change %
0%
% of All Funds
6.73%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
21
Increased
143
Reduced
115
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$346M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$170M
3
Creative Planning
3
Creative Planning
Kansas
$14.5M
4
FAFN
4
First Affirmative Financial Network
Colorado
$5.47M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$39.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$38.5M
2
Betterment LLC
2
Betterment LLC
New York
$63.6M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$1.45M
4
BWM
4
Baystate Wealth Management
Massachusetts
$4.76M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$16.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$10.4M 125,129 +23,251 +23%
FT
27
Fiduciary Trust
Massachusetts
$10.2M 122,568 -21,205 -15%
PG
28
Prostatis Group
Maryland
$9.85M 118,358 +15,123 +15%
BCM
29
Brookstone Capital Management
Illinois
$9.19M 107,795 -1,204 -1%
CJA
30
C-J Advisory
California
$8.25M 99,109 -2,030 -2%
GI
31
Gradient Investments
Minnesota
$8.11M 97,499 +23,628 +32%
MCM
32
Manchester Capital Management
Vermont
$8.07M 96,928 -12,937 -12%
GAM
33
Gemmer Asset Management
California
$8.01M 96,301 -703 -0.7%
ASN
34
Advisory Services Network
Georgia
$7.89M 94,860 -3,529 -4%
JFGIW
35
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7M 84,065 +3,758 +5%
MWM
36
Mascoma Wealth Management
New Hampshire
$6.89M 82,737 +8,567 +12%
RJA
37
Raymond James & Associates
Florida
$6.61M 79,458 -10,673 -12%
FHA
38
First Horizon Advisors
Tennessee
$6.43M 77,295 +1,215 +2%
SWA
39
SOA Wealth Advisors
New York
$6.13M 73,718 -2,517 -3%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$6.12M 73,500 -1,968 -3%
SW
41
SVB Wealth
Massachusetts
$5.86M 70,445 +667 +1%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$5.78M 69,402 +2,259 +3%
FAFN
43
First Affirmative Financial Network
Colorado
$5.47M 65,732 +65,732 New
QCM
44
Quest Capital Management
Texas
$5.13M 61,645 +3,996 +7%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$5M 60,049 +3,004 +5%
BWM
46
Baystate Wealth Management
Massachusetts
$4.76M 57,244 -30,187 -35%
GA
47
Geller Advisors
New York
$4.53M 54,387 -833 -2%
SPIA
48
Strategic Point Investment Advisors
Rhode Island
$4.41M 52,993 +584 +1%
HighTower Advisors
49
HighTower Advisors
Illinois
$4.29M 51,593 -222 -0.4%
CAN
50
Cetera Advisor Networks
California
$4.15M 49,831 +568 +1%
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