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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 %
CCM
51
Cribstone Capital Management
Maine
$3.85M 50,394 -4,194 -8%
HighTower Advisors
52
HighTower Advisors
Illinois
$3.82M 50,008 +624 +1%
CAN
53
Cetera Advisor Networks
California
$3.73M 48,897 +7,168 +17%
MIAN
54
Mariner Independent Advisor Network
Kansas
$3.61M 47,265 +1,802 +4%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$3.5M 45,897 -1,058 -2%
BCI
56
Brinker Capital Investments
Pennsylvania
$3.32M 43,518 +22,521 +107%
LGWM
57
Litman Gregory Wealth Management
California
$3.24M 42,420 -15,389 -27%
BWM
58
BigSur Wealth Management
Florida
$3.05M 40,000 – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$3.05M 39,947 +6,730 +20%
AFA
60
Arlington Financial Advisors
California
$3.03M 39,707 +5,888 +17%
TAM
61
Trillium Asset Management
Massachusetts
$2.97M 38,907 -25,295 -39%
CWM
62
Cranbrook Wealth Management
Michigan
$2.94M 38,485 +2,561 +7%
SWM
63
Spire Wealth Management
Virginia
$2.86M 37,481 +37,481 New
WCM
64
Wealthcare Capital Management
Virginia
$2.85M 37,335 -1,644 -4%
CT
65
Columbia Trust
Oregon
$2.79M 36,486 -169 -0.5%
5L
66
55I LLC
Massachusetts
$2.77M 36,326 +2,724 +8%
GC
67
Gibson Capital
Pennsylvania
$2.73M 35,792 -3,942 -10%
FI
68
Financial Insights
Washington
$2.71M 35,429 +490 +1%
TA
69
Trellis Advisors
Washington
$2.7M 35,357 +3,739 +12%
DWT
70
Dorsey & Whitney Trust
South Dakota
$2.68M 35,107 -11,147 -24%
SBL
71
Sargent Bickham Lagudis
Colorado
$2.58M 33,770 -506 -1%
HL
72
HeadInvest LLC
Maine
$2.56M 33,588 +105 +0.3%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$2.52M 32,962 -286 -0.9%
B
74
Bailard
California
$2.46M 32,246 +1,821 +6%
Chevy Chase Trust
75
Chevy Chase Trust
Maryland
$2.37M 31,012 – –
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