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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

429 hedge funds and large institutions have $2.11B invested in iShares MSCI KLD 400 Social ETF in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 158 increasing their positions, 109 reducing their positions, and 18 closing their positions.

Holders
429
Holders Change
+46
Holders Change %
+12.01%
% of All Funds
6.63%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
69
Increased
158
Reduced
109
Closed
18
Calls
$650K
Puts
–
Net Calls
+$650K
Net Calls Change
+$650K

Top Buyers

1
FIG
1
FundX Investment Group
California
$52M
2
Bank of America
2
Bank of America
North Carolina
$192M
3
Morgan Stanley
3
Morgan Stanley
New York
$412M
4
WA
4
Win Advisors
Florida
$23.6M
5
AAS
5
Ameritas Advisory Services
Nebraska
$14.9M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$30.9M
2
Betterment LLC
2
Betterment LLC
New York
$65.2M
3
SW
3
SVB Wealth
Massachusetts
$2.8M
4
CAN
4
Cetera Advisor Networks
California
$2M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
51
Baystate Wealth Management
Massachusetts
$4.94M 53,206 -4,038 -7%
GA
52
Geller Advisors
New York
$4.85M 52,237 -2,150 -4%
HighTower Advisors
53
HighTower Advisors
Illinois
$4.4M 47,345 -4,248 -8%
MMA
54
Miracle Mile Advisors
California
$4.38M 47,084 +3,450 +8%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$4.37M 47,064 -1,123 -2%
FCH
56
Freestone Capital Holdings
Washington
$4.35M 46,788 +46,788 New
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$4.3M 45,910 -1,441 -3%
BlackRock
58
BlackRock
New York
$4.14M 44,587 +36,306 +438%
CCM
59
Cribstone Capital Management
Maine
$4.1M 44,088 -350 -0.8%
LGWM
60
Litman Gregory Wealth Management
California
$3.99M 42,979 -713 -2%
SWM
61
Spire Wealth Management
Virginia
$3.94M 42,387 +1,142 +3%
AFA
62
Arlington Financial Advisors
California
$3.87M 41,690 +213 +0.5%
BCI
63
Brinker Capital Investments
Pennsylvania
$3.85M 41,451 -2,551 -6%
William Blair & Company
64
William Blair & Company
Illinois
$3.73M 40,088 +120 +0.3%
BWM
65
BigSur Wealth Management
Florida
$3.72M 40,000 – –
NW
66
NewEdge Wealth
Pennsylvania
$3.67M 39,504 +39,504 New
FI
67
Financial Insights
Washington
$3.57M 38,391 +138 +0.4%
KA
68
Kovack Advisors
Florida
$3.55M 38,170 +23,931 +168%
CWM
69
Cranbrook Wealth Management
Michigan
$3.46M 37,245 -190 -0.5%
AI
70
Accredited Investors
Minnesota
$3.33M 35,835 +1,323 +4%
PAS
71
Park Avenue Securities
New York
$3.31M 35,572 +10,739 +43%
PA
72
PFG Advisors
Arizona
$3.3M 35,533 +1,368 +4%
HF
73
HRT Financial
New York
$3.28M 35,272 +35,272 New
GC
74
Gibson Capital
Pennsylvania
$3.26M 35,114 -296 -0.8%
CT
75
Columbia Trust
Oregon
$3.26M 39,143 – –
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3
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