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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

383 hedge funds and large institutions have $1.68B invested in iShares MSCI KLD 400 Social ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 19 closing their positions.

Holders
383
Holders Change
–
Holders Change %
0%
% of All Funds
6.73%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
21
Increased
143
Reduced
115
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$346M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$170M
3
Creative Planning
3
Creative Planning
Kansas
$14.5M
4
FAFN
4
First Affirmative Financial Network
Colorado
$5.47M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$39.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$38.5M
2
Betterment LLC
2
Betterment LLC
New York
$63.6M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$1.45M
4
BWM
4
Baystate Wealth Management
Massachusetts
$4.76M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$16.1M
Name Market Value Shares Shares
Change 		Shares
Change %
EAM
51
Erste Asset Management
Austria
$4.11M 49,390 -14,888 -23%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$4.09M 47,351 +7,198 +18%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$4.01M 48,187 +3,251 +7%
CCM
54
Cribstone Capital Management
Maine
$3.7M 44,438 -5,169 -10%
BCI
55
Brinker Capital Investments
Pennsylvania
$3.65M 44,002 -913 -2%
LGWM
56
Litman Gregory Wealth Management
California
$3.64M 43,692 +40,008 +1,086%
MMA
57
Miracle Mile Advisors
California
$3.63M 43,634 +1,297 +3%
AF
58
Allworth Financial
California
$3.55M 42,695 +34,901 +448%
TAM
59
Trillium Asset Management
Massachusetts
$3.52M 42,328 +6,060 +17%
AFA
60
Arlington Financial Advisors
California
$3.45M 41,477 +3,227 +8%
SWM
61
Spire Wealth Management
Virginia
$3.44M 41,245 +2,191 +6%
BWM
62
BigSur Wealth Management
Florida
$3.33M 40,000 – –
William Blair & Company
63
William Blair & Company
Illinois
$3.33M 39,968 -15,269 -28%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$3.29M 39,513 +3,092 +8%
CT
65
Columbia Trust
Oregon
$3.26M 39,143 +1,872 +5%
Bank Julius Baer & Co
66
Bank Julius Baer & Co
Switzerland
$3.18M 38,253 +380 +1%
FI
67
Financial Insights
Washington
$3.18M 38,253 +2,721 +8%
CWM
68
Cranbrook Wealth Management
Michigan
$3.12M 37,435 +484 +1%
GC
69
Gibson Capital
Pennsylvania
$2.94M 35,410 -382 -1%
AI
70
Accredited Investors
Minnesota
$2.87M 34,512 +3,130 +10%
PA
71
PFG Advisors
Arizona
$2.84M 34,165 +2,484 +8%
B
72
Bailard
California
$2.84M 34,105 +1,384 +4%
TA
73
Trellis Advisors
Washington
$2.81M 33,803 -1,373 -4%
WCM
74
Wealthcare Capital Management
Virginia
$2.66M 31,910 -3,257 -9%
HL
75
HeadInvest LLC
Maine
$2.63M 31,631 -517 -2%
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