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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, 282 increasing their positions, 6 reducing their positions, and 23 closing their positions.

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
282
Reduced
6
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
Betterment LLC
3
Betterment LLC
New York
$77.8M
4
Ameriprise
4
Ameriprise
Minnesota
$41.8M
5
UBS Group
5
UBS Group
Switzerland
$43.6M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
RWP
2
RWA Wealth Partners
Massachusetts
$0
3
PA
3
Parallel Advisors
California
$8K
4
VCM
4
Vivaldi Capital Management
Illinois
$0
5
AWM
5
Aevitas Wealth Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DWT
51
Dorsey & Whitney Trust
South Dakota
$3.31M 46,254 +23,007 +99%
EAM
52
Erste Asset Management
Austria
$3.29M 46,352 +23,136 +100%
SPIA
53
Strategic Point Investment Advisors
Rhode Island
$3.29M 45,622 +24,171 +113%
MIAN
54
Mariner Independent Advisor Network
Kansas
$3.25M 45,463 +26,308 +137%
FI
55
FormulaFolio Investments
Michigan
$3.14M 43,911 +43,911 New
Bank Julius Baer & Co
56
Bank Julius Baer & Co
Switzerland
$3.11M 43,472 +21,738 +100%
CAN
57
Cetera Advisor Networks
California
$2.99M 41,729 +25,324 +154%
BWM
58
BigSur Wealth Management
Florida
$2.86M 40,000 +20,000 +100%
GC
59
Gibson Capital
Pennsylvania
$2.84M 39,734 +19,379 +95%
WCM
60
Wealthcare Capital Management
Virginia
$2.79M 38,979 +19,418 +99%
AAMC
61
Asset Allocation & Management Company
Illinois
$2.7M 37,776 +18,888 +100%
CT
62
Columbia Trust
Oregon
$2.62M 36,655 +36,655 New
CWM
63
Cranbrook Wealth Management
Michigan
$2.57M 35,924 +19,670 +121%
SCA
64
Snowden Capital Advisors
New York
$2.53M 35,345 +15,864 +81%
FI
65
Financial Insights
Washington
$2.5M 34,939 +18,942 +118%
SBL
66
Sargent Bickham Lagudis
Colorado
$2.45M 34,276 +16,326 +91%
KAS
67
Kestra Advisory Services
Texas
$2.44M 34,298 +34,211 +39,323%
AFA
68
Arlington Financial Advisors
California
$2.42M 33,819 +19,958 +144%
5L
69
55I LLC
Massachusetts
$2.4M 33,602 +20,543 +157%
HL
70
HeadInvest LLC
Maine
$2.4M 33,483 +18,454 +123%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$2.38M 33,248 +17,060 +105%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$2.38M 33,217 +19,813 +148%
TA
73
Trellis Advisors
Washington
$2.26M 31,618 +16,973 +116%
DC
74
DeDora Capital
California
$2.23M 31,222 +16,392 +111%
Chevy Chase Trust
75
Chevy Chase Trust
Maryland
$2.22M 31,012 +9,012 +41%
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