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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 %
TAM
76
Trillium Asset Management
Massachusetts
$3.1M 35,822 -42,942 -55%
BC
77
Brio Consultants
California
$3.05M 35,213 +13,362 +61%
GC
78
Gibson Capital
Pennsylvania
$3.04M 35,108 -6 -0%
NW
79
NewEdge Wealth
Pennsylvania
$2.97M 34,255 -5,249 -13%
CWP
80
Concord Wealth Partners
Virginia
$2.94M 33,979 +4,557 +15%
TA
81
Trellis Advisors
Washington
$2.88M 33,268 -60 -0.2%
B
82
Bailard
California
$2.88M 33,241 -677 -2%
HL
83
HeadInvest LLC
Maine
$2.87M 33,143 +1,138 +4%
WCM
84
Wealthcare Capital Management
Virginia
$2.87M 33,077 +2,442 +8%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$2.77M 31,658 +4,462 +16%
AFA
86
Arlington Financial Advisors
California
$2.75M 31,742 -9,948 -24%
Franklin Resources
87
Franklin Resources
California
$2.74M 31,582 +3,777 +14%
WAM
88
WNY Asset Management
New York
$2.67M 30,824 -82 -0.3%
MFA
89
McClarren Financial Advisors
Pennsylvania
$2.66M 30,766 +158 +0.5%
SBL
90
Sargent Bickham Lagudis
Colorado
$2.63M 30,319 -26 -0.1%
BSB
91
Bangor Savings Bank
Maine
$2.6M 30,046 +1,196 +4%
SW
92
SVB Wealth
Massachusetts
$2.6M 29,977 -175 -0.6%
SFP
93
Shepherd Financial Partners
Massachusetts
$2.57M 29,668 -1,143 -4%
KPWS
94
Kestra Private Wealth Services
Texas
$2.51M 28,919 +8,815 +44%
KeyBank National Association
95
KeyBank National Association
Ohio
$2.45M 28,302 +5,438 +24%
EAM
96
Erste Asset Management
Austria
$2.41M 27,826 +194 +0.7%
P
97
Pitcairn
Pennsylvania
$2.38M 27,413 +5,025 +22%
LJAC
98
L.J. Altfest & Co
New York
$2.37M 27,405 -3,089 -10%
PWLP
99
Prio Wealth Limited Partnership
Massachusetts
$2.3M 26,500 – –
HH
100
Hilltop Holdings
Texas
$2.23M 25,761 -578 -2%
2 3
4
5 6