DSI icon

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 %
WAM
76
WNY Asset Management
New York
$2.58M 30,985 +30,985 New
SBL
77
Sargent Bickham Lagudis
Colorado
$2.56M 30,704 +334 +1%
MFA
78
McClarren Financial Advisors
Pennsylvania
$2.54M 30,565 +492 +2%
WANY
79
Wealthspire Advisors (New York)
New York
$2.54M 30,526 +5,952 +24%
SFP
80
Shepherd Financial Partners
Massachusetts
$2.44M 29,378 +1,611 +6%
BSB
81
Bangor Savings Bank
Maine
$2.4M 28,864 +349 +1%
SCM
82
Seascape Capital Management
New Hampshire
$2.38M 28,626 – –
RC
83
RegentAtlantic Capital
New Jersey
$2.33M 27,983 -448 -2%
LJAC
84
L.J. Altfest & Co
New York
$2.24M 26,893 +2,282 +9%
LNC
85
Lincoln National Corp
Pennsylvania
$2.23M 26,831 +843 +3%
Stifel Financial
86
Stifel Financial
Missouri
$2.21M 26,512 +5,824 +28%
PWLP
87
Prio Wealth Limited Partnership
Massachusetts
$2.2M 26,400 -225 -0.8%
HH
88
Hilltop Holdings
Texas
$2.19M 26,333 +350 +1%
BMO
89
Beck Mack & Oliver
New York
$2.11M 25,338 +25,338 New
PAS
90
Park Avenue Securities
New York
$2.07M 24,833 -27,689 -53%
DWT
91
Dorsey & Whitney Trust
South Dakota
$2.06M 24,704 +860 +4%
MM
92
Main Management
California
$2.04M 24,482 +1,588 +7%
BTW
93
Boston Trust Walden
Massachusetts
$2M 24,074 – –
PWP
94
Personal Wealth Partners
Minnesota
$1.99M 23,934 – –
P
95
Pitcairn
Pennsylvania
$1.96M 23,527 -958 -4%
SCA
96
Snowden Capital Advisors
New York
$1.91M 22,984 -1,491 -6%
NCM
97
Neumann Capital Management
California
$1.86M 22,388 +3,090 +16%
CWM
98
Cornerstone Wealth Management
Missouri
$1.86M 22,312 +1,130 +5%
BBNA
99
Bremer Bank National Association
Minnesota
$1.85M 22,273 -49 -0.2%
BDF
100
Balasa Dinverno & Foltz
$1.84M 22,077 -399 -2%
2 3
4
5 6