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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 %
BFG
101
Baron Financial Group
New Jersey
$1.75M 21,085 +655 +3%
WWM
102
Western Wealth Management
Colorado
$1.72M 20,747 +5,044 +32%
SFG
103
Sage Financial Group
Pennsylvania
$1.71M 20,699 -74 -0.4%
Stifel Financial
104
Stifel Financial
Missouri
$1.71M 20,688 +1,984 +11%
CCA
105
Childress Capital Advisors
Texas
$1.68M 20,254 – –
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$1.67M 20,198 +1,195 +6%
NCM
107
Neumann Capital Management
California
$1.6M 19,298 +3,890 +25%
BAAM
108
Baker Avenue Asset Management
California
$1.57M 18,947 +1,414 +8%
AIA
109
Arbor Investment Advisors
North Carolina
$1.56M 18,823 -947 -5%
WT
110
Whittier Trust
California
$1.55M 18,675 +200 +1%
FSA
111
Financial Services Advisory
Maryland
$1.53M 18,504 +2,558 +16%
IFWM
112
Institute for Wealth Management
Colorado
$1.52M 18,305 +616 +3%
1WM
113
1900 Wealth Management
Texas
$1.5M 18,131 -139 -0.8%
WMP
114
Wealth Management Partners
Arizona
$1.47M 17,696 +898 +5%
AFS
115
Annapolis Financial Services
Maryland
$1.43M 17,286 – –
COCM
116
Charter Oak Capital Management
New Hampshire
$1.4M 16,910 -648 -4%
AWS
117
AJ Wealth Strategies
New York
$1.39M 16,794 – –
PPW
118
Parcion Private Wealth
Washington
$1.37M 16,591 – –
WLIM
119
White Lighthouse Investment Management
Massachusetts
$1.36M 16,440 +2,458 +18%
CF
120
Clarity Financial
Texas
$1.32M 15,946 +15,946 New
IRC
121
Investors Research Corp
Georgia
$1.3M 15,692 – –
DAS
122
Dynamic Advisor Solutions
Arizona
$1.27M 15,337 +2,006 +15%
WP
123
WealthSource Partners
California
$1.21M 14,653 -2,181 -13%
BP
124
BBR Partners
New York
$1.21M 14,564 – –
BCM
125
BlueCrest Capital Management
Jersey
$1.2M 14,476 +8,502 +142%
3 4
5
6 7