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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of New York Mellon
4
Bank of New York Mellon
New York
$39.6M
5
LGWM
5
Litman Gregory Wealth Management
California
$3.64M

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 Holding Trade Value Shares
Change 		Shares
Change %
WMP
126
Wealth Management Partners
Arizona
$1.35M -$128K -1,534 -9%
KPWS
127
Kestra Private Wealth Services
Texas
$1.33M +$686K +8,245 +106%
IRC
128
Investors Research Corp
Georgia
$1.3M -$8.24K -99 -0.6%
DAS
129
Dynamic Advisor Solutions
Arizona
$1.21M -$63.5K -763 -5%
TWP
130
Tempus Wealth Planning
California
$1.2M +$40.2K +483 +3%
BP
131
BBR Partners
New York
$1.2M -$16K -192 -1%
KA
132
Kovack Advisors
Florida
$1.19M +$67.1K +806 +6%
DJSG
133
D.J. St. Germain
Massachusetts
$1.12M +$354K +4,257 +46%
UCFA
134
United Capital Financial Advisors
Texas
$1.12M +$7.49K +90 +0.7%
EBT
135
Enterprise Bank & Trust
Massachusetts
$1.11M +$99.8K +1,200 +10%
CPIG
136
Chicago Partners Investment Group
Illinois
$1.09M +$1.84K +20 +0.2%
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$1.09M +$1.09M +12,114 New
CPFP
138
Clear Perspectives Financial Planning
Ohio
$1.08M +$10.4K +125 +1%
Baird Financial Group
139
Baird Financial Group
Wisconsin
$1.05M -$12.4K -149 -1%
BDFN
140
Bond & Devick Financial Network
Minnesota
$1.05M -$8.15K -98 -0.8%
JMFC
141
J.M. Forbes & Co
Massachusetts
$1.04M +$69.6K +837 +7%
AAS
142
Avantax Advisory Services
Texas
$1.03M +$35.9K +431 +4%
SPC
143
Sigma Planning Corp
Michigan
$1.02M -$166 -2 -0%
GW
144
GW & Wade
Massachusetts
$1.01M +$350K +4,210 +53%
CAN
145
Claraphi Advisory Network
United States
$1M +$15.7K +189 +2%
BMM
146
Buffington Mohr McNeal
Idaho
$976K +$17.5K +210 +2%
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$964K -$192K -2,303 -17%
EWM
148
Evercore Wealth Management
New York
$932K – – –
SDWMA
149
Schneider Downs Wealth Management Advisors
Pennsylvania
$932K – – –
ECM
150
Evergreen Capital Management
Washington
$925K -$62.3K -749 -6%
4 5
6
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