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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

383 hedge funds and large institutions have $1.6B invested in iShares MSCI KLD 400 Social ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 147 increasing their positions, 113 reducing their positions, and 15 closing their positions.

Holders
383
Holders Change
+12
Holders Change %
+3.23%
% of All Funds
6.69%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
29
Increased
147
Reduced
113
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$276M
2
SEI Investments
2
SEI Investments
Pennsylvania
$15.9M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$8.44M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$30.6M
5
FT
5
Fiduciary Trust
Massachusetts
$11.9M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$651K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$74.5M
3
Betterment LLC
3
Betterment LLC
New York
$70.5M
4
GI
4
Gradient Investments
Minnesota
$6.12M
5
UBS Group
5
UBS Group
Switzerland
$52M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
51
Strategic Point Investment Advisors
Rhode Island
$4.34M 52,409 +373 +0.7%
HighTower Advisors
52
HighTower Advisors
Illinois
$4.29M 51,815 +1,807 +4%
CCM
53
Cribstone Capital Management
Maine
$4.11M 49,607 -787 -2%
CAN
54
Cetera Advisor Networks
California
$4.08M 49,263 +366 +0.7%
MIAN
55
Mariner Independent Advisor Network
Kansas
$4.06M 49,048 +1,783 +4%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$3.72M 44,936 +4,989 +12%
BCI
57
Brinker Capital Investments
Pennsylvania
$3.72M 44,915 +1,397 +3%
MMA
58
Miracle Mile Advisors
California
$3.51M 42,337 +15,315 +57%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$3.33M 40,153 +21,436 +115%
BWM
60
BigSur Wealth Management
Florida
$3.31M 40,000 – –
SWM
61
Spire Wealth Management
Virginia
$3.24M 39,054 +1,573 +4%
AFA
62
Arlington Financial Advisors
California
$3.17M 38,250 -1,457 -4%
Bank Julius Baer & Co
63
Bank Julius Baer & Co
Switzerland
$3.14M 37,873 +17,530 +86%
CT
64
Columbia Trust
Oregon
$3.09M 37,271 +785 +2%
5L
65
55I LLC
Massachusetts
$3.07M 37,002 +676 +2%
CWM
66
Cranbrook Wealth Management
Michigan
$3.06M 36,951 -1,534 -4%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$3.02M 36,421 +3,459 +10%
TAM
68
Trillium Asset Management
Massachusetts
$2.99M 36,268 -2,639 -7%
GC
69
Gibson Capital
Pennsylvania
$2.96M 35,792 – –
TA
70
Trellis Advisors
Washington
$2.91M 35,176 -181 -0.5%
WCM
71
Wealthcare Capital Management
Virginia
$2.91M 35,167 -2,168 -6%
B
72
Bailard
California
$2.71M 32,721 +475 +1%
HL
73
HeadInvest LLC
Maine
$2.66M 32,148 -1,440 -4%
PA
74
PFG Advisors
Arizona
$2.62M 31,681 +5,395 +21%
AI
75
Accredited Investors
Minnesota
$2.6M 31,382 +2,460 +9%
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3
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