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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Bank Julius Baer & Co
101
Bank Julius Baer & Co
Switzerland
$1.55M -$1.77M -23,129 -53%
CCA
102
Childress Capital Advisors
Texas
$1.55M +$1.55M +20,254 New
AIA
103
Arbor Investment Advisors
North Carolina
$1.51M -$12.4K -162 -0.8%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$1.47M +$577K +7,341 +65%
WAP
105
Wealthcare Advisory Partners
Pennsylvania
$1.45M +$344K +4,500 +31%
Stifel Financial
106
Stifel Financial
Missouri
$1.43M +$107K +1,399 +8%
WT
107
Whittier Trust
California
$1.41M +$83.6K +1,095 +6%
CWP
108
Concord Wealth Partners
Virginia
$1.37M -$100K -1,312 -7%
IFWM
109
Institute for Wealth Management
Colorado
$1.35M +$47.3K +619 +4%
COCM
110
Charter Oak Capital Management
New Hampshire
$1.34M -$304K -3,979 -18%
BAAM
111
Baker Avenue Asset Management
California
$1.34M -$64.5K -845 -5%
AFS
112
Annapolis Financial Services
Maryland
$1.32M – – –
WMP
113
Wealth Management Partners
Arizona
$1.32M -$38.5K -492 -3%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$1.31M +$1.31M +17,179 New
WP
115
WealthSource Partners
California
$1.29M -$723K -9,473 -36%
AWS
116
AJ Wealth Strategies
New York
$1.28M – – –
CWM
117
Cornerstone Wealth Management
Missouri
$1.27M +$62.4K +817 +5%
PPW
118
Parcion Private Wealth
Washington
$1.27M +$93.7K +1,227 +8%
FSA
119
Financial Services Advisory
Maryland
$1.22M +$1.22M +15,946 New
WWM
120
Western Wealth Management
Colorado
$1.2M +$503K +6,591 +72%
IRC
121
Investors Research Corp
Georgia
$1.2M -$4.43K -58 -0.4%
NCM
122
Neumann Capital Management
California
$1.18M +$196K +2,570 +20%
BP
123
BBR Partners
New York
$1.11M -$52.2K -684 -4%
RJT
124
Raymond James Trust
Florida
$1.09M +$1.53K +20 +0.1%
UCFA
125
United Capital Financial Advisors
Texas
$1.07M +$229 +3 +0%
3 4
5
6 7