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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 %
MFA
76
McClarren Financial Advisors
Pennsylvania
$2.29M 29,957 +88 +0.3%
SCA
77
Snowden Capital Advisors
New York
$2.24M 29,346 -5,999 -17%
PWLP
78
Prio Wealth Limited Partnership
Massachusetts
$2.22M 29,110 +1,600 +6%
AI
79
Accredited Investors
Minnesota
$2.21M 28,922 +579 +2%
RC
80
RegentAtlantic Capital
New Jersey
$2.19M 28,668 -286 -1%
BSB
81
Bangor Savings Bank
Maine
$2.16M 28,310 +212 +0.8%
SFP
82
Shepherd Financial Partners
Massachusetts
$2.1M 27,520 -2,942 -10%
MMA
83
Miracle Mile Advisors
California
$2.06M 27,022 +8,046 +42%
PA
84
PFG Advisors
Arizona
$2.01M 26,286 +1,195 +5%
HH
85
Hilltop Holdings
Texas
$2M 26,152 +4,095 +19%
LNC
86
Lincoln National Corp
Pennsylvania
$1.98M 25,979 +3,536 +16%
WANY
87
Wealthspire Advisors (New York)
New York
$1.93M 25,206 +72 +0.3%
P
88
Pitcairn
Pennsylvania
$1.87M 24,485 +269 +1%
BTW
89
Boston Trust Walden
Massachusetts
$1.87M 24,474 – –
PWP
90
Personal Wealth Partners
Minnesota
$1.83M 23,934 – –
KeyBank National Association
91
KeyBank National Association
Ohio
$1.77M 23,120 -6,662 -22%
MM
92
Main Management
California
$1.75M 22,894 – –
BBNA
93
Bremer Bank National Association
Minnesota
$1.72M 22,509 -149 -0.7%
BDF
94
Balasa Dinverno & Foltz
$1.71M 22,401 -606 -3%
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$1.63M 21,403 -2,324 -10%
TAIM
96
TD Ameritrade Investment Management
Nebraska
$1.62M 22,594 – –
SFG
97
Sage Financial Group
Pennsylvania
$1.59M 20,773 +140 +0.7%
LJAC
98
L.J. Altfest & Co
New York
$1.58M 20,742 +2,596 +14%
BC
99
Brio Consultants
California
$1.56M 20,477 +1,439 +8%
BFG
100
Baron Financial Group
New Jersey
$1.56M 20,430 +1,920 +10%
2 3
4
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