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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 %
B
76
Bailard
California
$3.15M 33,918 -187 -0.5%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$3.1M 33,392 +33,392 New
TA
78
Trellis Advisors
Washington
$3.1M 33,328 -475 -1%
Stifel Financial
79
Stifel Financial
Missouri
$3.05M 32,813 +6,301 +24%
HL
80
HeadInvest LLC
Maine
$2.97M 32,005 +374 +1%
NA
81
NewEdge Advisors
Louisiana
$2.92M 31,439 +31,439 New
WAM
82
WNY Asset Management
New York
$2.86M 30,906 -79 -0.3%
SFP
83
Shepherd Financial Partners
Massachusetts
$2.86M 30,811 +1,433 +5%
FEM
84
Fulcrum Equity Management
Texas
$2.86M 30,733 +30,733 New
WCM
85
Wealthcare Capital Management
Virginia
$2.85M 30,635 -1,275 -4%
MFA
86
McClarren Financial Advisors
Pennsylvania
$2.85M 30,608 +43 +0.1%
LJAC
87
L.J. Altfest & Co
New York
$2.83M 30,494 +3,601 +13%
SBL
88
Sargent Bickham Lagudis
Colorado
$2.82M 30,345 -359 -1%
SW
89
SVB Wealth
Massachusetts
$2.8M 30,152 -40,293 -57%
BCM
90
BlueCrest Capital Management
Jersey
$2.79M 29,971 +25,615 +588%
CWP
91
Concord Wealth Partners
Virginia
$2.73M 29,422 +9,342 +47%
BSB
92
Bangor Savings Bank
Maine
$2.68M 28,850 -14 -0%
AF
93
Allworth Financial
California
$2.61M 28,067 -14,628 -34%
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$2.6M 28,004 +10,492 +60%
Franklin Resources
95
Franklin Resources
California
$2.58M 27,805 +27,805 New
5L
96
55I LLC
Massachusetts
$2.58M 27,743 +9,752 +54%
RC
97
RegentAtlantic Capital
New Jersey
$2.58M 27,738 -245 -0.9%
EAM
98
Erste Asset Management
Austria
$2.57M 27,632 -21,758 -44%
LNC
99
Lincoln National Corp
Pennsylvania
$2.52M 27,121 +290 +1%
AI
100
Atria Investments
North Carolina
$2.51M 26,956 +26,956 New
2 3
4
5 6