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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 %
SBL
76
Sargent Bickham Lagudis
Colorado
$2.52M 30,370 -3,400 -10%
MFA
77
McClarren Financial Advisors
Pennsylvania
$2.49M 30,073 +116 +0.4%
SCM
78
Seascape Capital Management
New Hampshire
$2.37M 28,626 +28,626 New
BSB
79
Bangor Savings Bank
Maine
$2.36M 28,515 +205 +0.7%
RC
80
RegentAtlantic Capital
New Jersey
$2.36M 28,431 -237 -0.8%
SFP
81
Shepherd Financial Partners
Massachusetts
$2.3M 27,767 +247 +0.9%
PWLP
82
Prio Wealth Limited Partnership
Massachusetts
$2.21M 26,625 -2,485 -9%
LNC
83
Lincoln National Corp
Pennsylvania
$2.15M 25,988 +9 +0%
HH
84
Hilltop Holdings
Texas
$2.15M 25,983 -169 -0.6%
Chevy Chase Trust
85
Chevy Chase Trust
Maryland
$2.13M 25,764 -5,248 -17%
LJAC
86
L.J. Altfest & Co
New York
$2.04M 24,611 +3,869 +19%
WANY
87
Wealthspire Advisors (New York)
New York
$2.04M 24,574 -632 -3%
P
88
Pitcairn
Pennsylvania
$2.03M 24,485 – –
SCA
89
Snowden Capital Advisors
New York
$2.03M 24,475 -4,871 -17%
BTW
90
Boston Trust Walden
Massachusetts
$1.99M 24,074 -400 -2%
PWP
91
Personal Wealth Partners
Minnesota
$1.98M 23,934 – –
DWT
92
Dorsey & Whitney Trust
South Dakota
$1.98M 23,844 -11,263 -32%
KeyBank National Association
93
KeyBank National Association
Ohio
$1.97M 23,774 +654 +3%
MM
94
Main Management
California
$1.9M 22,894 – –
BDF
95
Balasa Dinverno & Foltz
$1.86M 22,476 +75 +0.3%
BBNA
96
Bremer Bank National Association
Minnesota
$1.85M 22,322 -187 -0.8%
CWP
97
Concord Wealth Partners
Virginia
$1.83M 22,039 +4,069 +23%
TAIM
98
TD Ameritrade Investment Management
Nebraska
$1.79M 21,584 -1,010 -4%
CWM
99
Cornerstone Wealth Management
Missouri
$1.76M 21,182 +4,574 +28%
BC
100
Brio Consultants
California
$1.75M 21,172 +695 +3%
2 3
4
5 6