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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 %
AAS
26
Ameritas Advisory Services
Nebraska
$13.4M 154,296 -5,666 -4%
FT
27
Fiduciary Trust
Massachusetts
$13.3M 153,435 +19,106 +14%
GI
28
Gradient Investments
Minnesota
$13.2M 152,638 -6,716 -4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$12.3M 142,333 -1,566 -1%
HIF
30
Hill Island Financial
Michigan
$11.9M 137,447 +37,377 +37%
PAG
31
Private Advisor Group
New Jersey
$11.9M 137,317 -3,821 -3%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$11.5M 132,380 +60,247 +84%
FWM
33
Frontier Wealth Management
Missouri
$10.6M 128,368 +307 +0.2%
GAM
34
Gemmer Asset Management
California
$8.95M 103,273 +6,242 +6%
ASN
35
Advisory Services Network
Georgia
$8.89M 102,641 +1,177 +1%
MWM
36
Mascoma Wealth Management
New Hampshire
$8.86M 102,278 -165 -0.2%
MCM
37
Manchester Capital Management
Vermont
$8.4M 97,027 – –
PAS
38
Park Avenue Securities
New York
$8.37M 96,666 +61,094 +172%
RJA
39
Raymond James & Associates
Florida
$7.77M 89,645 -546 -0.6%
FHA
40
First Horizon Advisors
Tennessee
$6.95M 80,235 -4,498 -5%
JFGIW
41
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.52M 75,282 -8,175 -10%
SWA
42
SOA Wealth Advisors
New York
$6.41M 74,013 +63 +0.1%
LWP
43
Laurel Wealth Planning
Minnesota
$6.31M 72,856 -37,357 -34%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$5.53M 63,892 -397 -0.6%
5L
45
55I LLC
Massachusetts
$5.42M 62,600 +34,857 +126%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$5.22M 60,262 -39,152 -39%
SPIA
47
Strategic Point Investment Advisors
Rhode Island
$5.1M 58,815 +4,160 +8%
BWM
48
Baystate Wealth Management
Massachusetts
$4.84M 55,820 +2,614 +5%
FAFN
49
First Affirmative Financial Network
Colorado
$4.78M 55,175 -6,533 -11%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$4.72M 54,520 +26,516 +95%
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