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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 %
CWM
101
Cornerstone Wealth Management
Missouri
$2.23M 25,742 +1,565 +6%
WWM
102
Western Wealth Management
Colorado
$2.2M 25,435 +5,306 +26%
MM
103
Main Management
California
$2.14M 24,698 -853 -3%
WANY
104
Wealthspire Advisors (New York)
New York
$2.14M 24,699 +1,122 +5%
BBNA
105
Bremer Bank National Association
Minnesota
$2.13M 24,645 +1,849 +8%
RC
106
RegentAtlantic Capital
New Jersey
$2.13M 24,572 -3,166 -11%
LNC
107
Lincoln National Corp
Pennsylvania
$2.11M 24,357 -2,764 -10%
SCA
108
Snowden Capital Advisors
New York
$2.1M 24,261 +1,567 +7%
PWP
109
Personal Wealth Partners
Minnesota
$2.09M 24,113 +179 +0.7%
AF
110
Allworth Financial
California
$2.08M 23,991 -4,076 -15%
MIAN
111
Mariner Independent Advisor Network
Kansas
$2.04M 23,544 +2,126 +10%
NCM
112
Neumann Capital Management
California
$2.02M 23,318 +1,520 +7%
IFWM
113
Institute for Wealth Management
Colorado
$1.99M 22,948 +362 +2%
CAN
114
Cetera Advisor Networks
California
$1.97M 22,736 +1,238 +6%
KAS
115
Kestra Advisory Services
Texas
$1.96M 22,591 +4,787 +27%
SWPG
116
Strategic Wealth Partners Group
Illinois
$1.93M 22,311 +8,571 +62%
MLA
117
My Legacy Advisors
Oregon
$1.92M 22,114 +22,114 New
BDF
118
Balasa Dinverno & Foltz
$1.91M 22,098 +36 +0.2%
DWT
119
Dorsey & Whitney Trust
South Dakota
$1.91M 22,090 -231 -1%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$1.88M 21,712 -11,680 -35%
NA
121
NewEdge Advisors
Louisiana
$1.88M 21,666 -9,773 -31%
BFG
122
Baron Financial Group
New Jersey
$1.88M 21,650 +685 +3%
CAMV
123
Concord Asset Management (Virginia)
Virginia
$1.86M 21,492 +3,689 +21%
RJT
124
Raymond James Trust
Florida
$1.85M 21,301 +2,380 +13%
SFG
125
Sage Financial Group
Pennsylvania
$1.79M 20,618 +115 +0.6%
3 4
5
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