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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

371 hedge funds and large institutions have $1.43B invested in iShares MSCI KLD 400 Social ETF in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 130 increasing their positions, 105 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+16
Holders Change %
+4.51%
% of All Funds
6.53%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
43
Increased
130
Reduced
105
Closed
25
Calls
–
Puts
$112K
Net Calls
-$112K
Net Calls Change
+$169K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$238M
2
AIC
Ameritas Investment Company
Nebraska
$10.1M
3
GI
Gradient Investments
Minnesota
$9.86M
4
PG
Prostatis Group
Maryland
$6.02M
5
BCM
Brookstone Capital Management
Illinois
$8.31M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$79.2M
2
Betterment LLC
Betterment LLC
New York
$71.2M
3
Bank of America
Bank of America
North Carolina
$129M
4
BlackRock
BlackRock
New York
$644K
5
Wells Fargo
Wells Fargo
California
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WLIM
126
White Lighthouse Investment Management
Massachusetts
$1.07M +$60.6K +794 +6%
GWM
127
Greenwich Wealth Management
Connecticut
$1.04M +$66.5K +870 +7%
DAS
128
Dynamic Advisor Solutions
Arizona
$1.02M – – –
VC
129
Vicus Capital
Pennsylvania
$1.01M +$85.3K +1,117 +9%
CFSG
130
Community Financial Services Group
Vermont
$987K +$13.4K +175 +1%
BDFN
131
Bond & Devick Financial Network
Minnesota
$985K +$23.9K +313 +2%
JMFC
132
J.M. Forbes & Co
Massachusetts
$984K +$60.7K +795 +7%
CAN
133
Claraphi Advisory Network
United States
$969K +$95.9K +1,256 +11%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$969K +$152K +1,990 +19%
SPC
135
Sigma Planning Corp
Michigan
$953K +$6.95K +91 +0.7%
TWP
136
Tempus Wealth Planning
California
$952K +$78.4K +1,027 +9%
CPIG
137
Chicago Partners Investment Group
Illinois
$947K -$47.7K -591 -5%
HGWM
138
Horst & Graben Wealth Management
Oregon
$927K -$193K -2,522 -17%
IWC
139
Integrated Wealth Concepts
Massachusetts
$901K +$99.7K +1,306 +12%
CPFP
140
Clear Perspectives Financial Planning
Ohio
$890K – – –
KAS
141
Kestra Advisory Services
Texas
$888K -$1.73M -22,668 -66%
HI
142
Harbour Investments
Wisconsin
$876K +$876K +11,472 New
EWM
143
Evercore Wealth Management
New York
$855K – – –
SDWMA
144
Schneider Downs Wealth Management Advisors
Pennsylvania
$855K – – –
AAS
145
Avantax Advisory Services
Texas
$853K -$5.58K -73 -0.6%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$841K -$66.5K -872 -7%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$834K -$10.1K -132 -1%
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$829K – – –
EH
149
Equitable Holdings
New York
$814K -$660K -8,645 -45%
BSW
150
Buckingham Strategic Wealth
Missouri
$813K -$381K -4,989 -32%
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