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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

420 hedge funds and large institutions have $2.03B invested in iShares MSCI KLD 400 Social ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 181 increasing their positions, 110 reducing their positions, and 34 closing their positions.

Holders
420
Holders Change
-9
Holders Change %
-2.1%
% of All Funds
6.65%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
30
Increased
181
Reduced
110
Closed
34
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
-$373K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$127M
2
OCM
2
One Capital Management
California
$45.5M
3
Cerity Partners
3
Cerity Partners
New York
$25.3M
4
Ameriprise
4
Ameriprise
Minnesota
$77.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$400M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$138M
2
Bank of America
2
Bank of America
North Carolina
$164M
3
PG
3
Prostatis Group
Maryland
$4.47M
4
Betterment LLC
4
Betterment LLC
New York
$54.4M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$21.4M
Name Market Value Shares Shares
Change 		Shares
Change %
GA
51
Geller Advisors
New York
$4.53M 52,260 +23 +0%
PG
52
Prostatis Group
Maryland
$4.47M 51,616 -77,656 -60%
HighTower Advisors
53
HighTower Advisors
Illinois
$4.24M 48,940 +1,595 +3%
AWS
54
Atria Wealth Solutions
New York
$4.19M 48,351 +48,351 New
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$4.1M 46,674 +764 +2%
FCH
56
Freestone Capital Holdings
Washington
$4.05M 46,788 – –
MMA
57
Miracle Mile Advisors
California
$4.02M 46,347 -737 -2%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$3.97M 45,876 -1,188 -3%
CCM
59
Cribstone Capital Management
Maine
$3.84M 44,370 +282 +0.6%
SWM
60
Spire Wealth Management
Virginia
$3.7M 42,762 +375 +0.9%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$3.66M 42,207 -52,550 -55%
Jane Street
62
Jane Street
New York
$3.65M 42,188 +39,389 +1,407%
Stifel Financial
63
Stifel Financial
Missouri
$3.6M 41,609 +8,796 +27%
IA
64
IFP Advisors
Florida
$3.53M 34,580 +33,176 +2,363%
BWM
65
BigSur Wealth Management
Florida
$3.47M 40,000 – –
LGWM
66
Litman Gregory Wealth Management
California
$3.44M 39,700 -3,279 -8%
SHJ
67
Sharkey, Howes & Javer
Colorado
$3.41M 39,339 +25,473 +184%
CT
68
Columbia Trust
Oregon
$3.38M 40,816 +1,673 +4%
BCM
69
Brookstone Capital Management
Illinois
$3.34M 40,020 -45,089 -53%
AI
70
Accredited Investors
Minnesota
$3.33M 38,387 +2,552 +7%
CWM
71
Cranbrook Wealth Management
Michigan
$3.32M 38,286 +1,041 +3%
FI
72
Financial Insights
Washington
$3.3M 38,100 -291 -0.8%
William Blair & Company
73
William Blair & Company
Illinois
$3.27M 37,727 -2,361 -6%
BCI
74
Brinker Capital Investments
Pennsylvania
$3.22M 37,164 -4,287 -10%
TAIM
75
TD Ameritrade Investment Management
Nebraska
$3.2M 36,974 +13,807 +60%
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