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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 %
KAS
101
Kestra Advisory Services
Texas
$1.81M 21,803 +9,476 +77%
BC
102
Brio Consultants
California
$1.77M 21,312 +140 +0.7%
FSA
103
Financial Services Advisory
Maryland
$1.75M 21,027 +2,523 +14%
BFG
104
Baron Financial Group
New Jersey
$1.75M 20,975 -110 -0.5%
KeyBank National Association
105
KeyBank National Association
Ohio
$1.7M 20,464 -3,310 -14%
SFG
106
Sage Financial Group
Pennsylvania
$1.7M 20,416 -283 -1%
CCA
107
Childress Capital Advisors
Texas
$1.69M 20,291 +37 +0.2%
CWP
108
Concord Wealth Partners
Virginia
$1.67M 20,080 -1,959 -9%
IFWM
109
Institute for Wealth Management
Colorado
$1.67M 20,023 +1,718 +9%
BAAM
110
Baker Avenue Asset Management
California
$1.64M 19,689 +742 +4%
TRCT
111
Tower Research Capital (TRC)
New York
$1.63M 19,600 +12,323 +169%
RJT
112
Raymond James Trust
Florida
$1.59M 19,044 +4,779 +34%
AIA
113
Arbor Investment Advisors
North Carolina
$1.56M 18,710 -113 -0.6%
WT
114
Whittier Trust
California
$1.52M 18,275 -400 -2%
1WM
115
1900 Wealth Management
Texas
$1.51M 18,131 – –
5L
116
55I LLC
Massachusetts
$1.5M 17,991 -19,011 -51%
Chevy Chase Trust
117
Chevy Chase Trust
Maryland
$1.49M 17,864 -7,900 -31%
PPW
118
Parcion Private Wealth
Washington
$1.48M 16,935 +344 +2%
TAIM
119
TD Ameritrade Investment Management
Nebraska
$1.46M 11,387 -10,197 -47%
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$1.46M 17,512 -2,686 -13%
MIAN
121
Mariner Independent Advisor Network
Kansas
$1.45M 17,366 -31,682 -65%
AFS
122
Annapolis Financial Services
Maryland
$1.44M 17,286 – –
WLIM
123
White Lighthouse Investment Management
Massachusetts
$1.44M 17,274 +834 +5%
AWS
124
AJ Wealth Strategies
New York
$1.4M 16,794 – –
COCM
125
Charter Oak Capital Management
New Hampshire
$1.38M 16,625 -285 -2%
3 4
5
6 7