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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.

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
1
FundX Investment Group
California
$52M
2
Bank of America
2
Bank of America
North Carolina
$192M
3
Morgan Stanley
3
Morgan Stanley
New York
$412M
4
WA
4
Win Advisors
Florida
$23.6M
5
AAS
5
Ameritas Advisory Services
Nebraska
$14.9M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$30.9M
2
Betterment LLC
2
Betterment LLC
New York
$65.2M
3
SW
3
SVB Wealth
Massachusetts
$2.8M
4
CAN
4
Cetera Advisor Networks
California
$2M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$13.2M 141,583 +16,454 +13%
PAG
27
Private Advisor Group
New Jersey
$13.1M 141,138 -147 -0.1%
FT
28
Fiduciary Trust
Massachusetts
$12.5M 134,329 +11,761 +10%
PG
29
Prostatis Group
Maryland
$12M 129,272 +10,914 +9%
FWM
30
Frontier Wealth Management
Missouri
$11.9M 128,061 +1,506 +1%
LWP
31
Laurel Wealth Planning
Minnesota
$10.2M 110,213 -16,307 -13%
MWM
32
Mascoma Wealth Management
New Hampshire
$9.52M 102,443 +19,706 +24%
ASN
33
Advisory Services Network
Georgia
$9.43M 101,464 +6,604 +7%
HIF
34
Hill Island Financial
Michigan
$9.3M 100,070 +100,070 New
MCM
35
Manchester Capital Management
Vermont
$9.02M 97,027 +99 +0.1%
GAM
36
Gemmer Asset Management
California
$9.02M 97,031 +730 +0.8%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$8.94M 99,414 +30,012 +43%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$8.81M 94,757 +55,244 +140%
RJA
39
Raymond James & Associates
Florida
$8.38M 90,191 +10,733 +14%
FHA
40
First Horizon Advisors
Tennessee
$7.87M 84,733 +7,438 +10%
JFGIW
41
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.76M 83,457 -608 -0.7%
BCM
42
Brookstone Capital Management
Illinois
$7.68M 85,109 -22,686 -21%
TAM
43
Trillium Asset Management
Massachusetts
$7.32M 78,764 +36,436 +86%
SWA
44
SOA Wealth Advisors
New York
$6.88M 73,950 +232 +0.3%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$6.7M 72,133 -1,367 -2%
QCM
46
Quest Capital Management
Texas
$6.66M 71,689 +10,044 +16%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$5.97M 64,289 +4,240 +7%
FAFN
48
First Affirmative Financial Network
Colorado
$5.73M 61,708 -4,024 -6%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$5.56M 59,855 +59,855 New
SPIA
50
Strategic Point Investment Advisors
Rhode Island
$5.08M 54,655 +1,662 +3%
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