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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 %
PWLP
101
Prio Wealth Limited Partnership
Massachusetts
$2.46M 26,500 +100 +0.4%
HH
102
Hilltop Holdings
Texas
$2.45M 26,339 +6 +0%
MM
103
Main Management
California
$2.37M 25,551 +1,069 +4%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$2.36M 27,196 +15,082 +125%
SIM
105
Seaview Investment Managers
Florida
$2.33M 25,047 +25,047 New
CWM
106
Cornerstone Wealth Management
Missouri
$2.25M 24,177 +1,865 +8%
BTW
107
Boston Trust Walden
Massachusetts
$2.24M 24,074 – –
PWP
108
Personal Wealth Partners
Minnesota
$2.22M 23,934 – –
WANY
109
Wealthspire Advisors (New York)
New York
$2.19M 23,577 -6,949 -23%
FSA
110
Financial Services Advisory
Maryland
$2.19M 23,573 +2,546 +12%
SCM
111
Seascape Capital Management
New Hampshire
$2.16M 23,283 -5,343 -19%
TAIM
112
TD Ameritrade Investment Management
Nebraska
$2.15M 23,167 +11,780 +103%
KeyBank National Association
113
KeyBank National Association
Ohio
$2.13M 22,864 +2,400 +12%
BBNA
114
Bremer Bank National Association
Minnesota
$2.12M 22,796 +523 +2%
SCA
115
Snowden Capital Advisors
New York
$2.11M 22,694 -290 -1%
IFWM
116
Institute for Wealth Management
Colorado
$2.1M 22,586 +2,563 +13%
P
117
Pitcairn
Pennsylvania
$2.08M 22,388 -1,139 -5%
DWT
118
Dorsey & Whitney Trust
South Dakota
$2.08M 22,321 -2,383 -10%
CF
119
Clarity Financial
Texas
$2.07M 22,312 +22,312 New
BDF
120
Balasa Dinverno & Foltz
$2.05M 22,062 -15 -0.1%
BC
121
Brio Consultants
California
$2.03M 21,851 +539 +3%
NCM
122
Neumann Capital Management
California
$2.03M 21,798 -590 -3%
MIAN
123
Mariner Independent Advisor Network
Kansas
$2M 21,418 +4,052 +23%
CAN
124
Cetera Advisor Networks
California
$2M 21,498 -28,333 -57%
GM
125
GeoWealth Management
Illinois
$1.95M 20,991 +20,991 New
3 4
5
6 7