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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

355 hedge funds and large institutions have $1.33B invested in iShares MSCI KLD 400 Social ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 139 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+34
Holders Change %
+10.59%
% of All Funds
6.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
64
Increased
139
Reduced
81
Closed
23
Calls
–
Puts
$281K
Net Calls
-$281K
Net Calls Change
-$281K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$191M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$102M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$18.9M
4
Ameriprise
Ameriprise
Minnesota
$41.8M
5
BlackRock
BlackRock
New York
$7.93M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$29.1M
2
Betterment LLC
Betterment LLC
New York
$77.8M
3
GA
Geller Advisors
New York
$4.63M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$4.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
126
Dynamic Advisor Solutions
Arizona
$954K +$326K +4,555 +52%
WLIM
127
White Lighthouse Investment Management
Massachusetts
$943K -$137K -1,920 -13%
NCM
128
Neumann Capital Management
California
$918K +$4.29K +60 +0.5%
GWM
129
Greenwich Wealth Management
Connecticut
$915K +$45.6K +637 +5%
CFSG
130
Community Financial Services Group
Vermont
$911K -$8.36K -117 -0.9%
BDFN
131
Bond & Devick Financial Network
Minnesota
$901K +$901K +12,589 New
CPIG
132
Chicago Partners Investment Group
Illinois
$900K +$8.62K +118 +1%
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$894K +$894K +12,503 New
SPC
134
Sigma Planning Corp
Michigan
$886K -$4.79K -67 -0.5%
VC
135
Vicus Capital
Pennsylvania
$867K +$338K +4,730 +64%
JMFC
136
J.M. Forbes & Co
Massachusetts
$865K +$42.1K +589 +5%
APW
137
Austin Private Wealth
Texas
$856K +$89.5K +1,251 +12%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$851K -$4.72K -66 -0.6%
CPFP
139
Clear Perspectives Financial Planning
Ohio
$834K +$834K +11,654 New
MIA
140
MainStreet Investment Advisors
Illinois
$833K +$108K +1,505 +15%
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$833K +$108K +1,505 +15%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$824K +$39.3K +542 +5%
TWP
143
Tempus Wealth Planning
California
$819K -$5.3K -74 -0.6%
CAN
144
Claraphi Advisory Network
United States
$818K +$1.07K +15 +0.1%
VHAM
145
Van Hulzen Asset Management
California
$815K -$229K -3,200 -22%
AAS
146
Avantax Advisory Services
Texas
$803K -$1.14M -16,001 -59%
EWM
147
Evercore Wealth Management
New York
$801K -$1.47M -20,568 -65%
SDWMA
148
Schneider Downs Wealth Management Advisors
Pennsylvania
$801K – – –
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$791K – – –
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$777K – – –
4 5
6
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