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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
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$57M
5
GI
5
Gradient Investments
Minnesota
$14.8M

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 %
BFG
126
Baron Financial Group
New Jersey
$1.95M 20,965 -10 -0%
Cerity Partners
127
Cerity Partners
New York
$1.92M 20,662 +14,841 +255%
Renaissance Technologies
128
Renaissance Technologies
New York
$1.91M 20,600 +14,100 +217%
SFG
129
Sage Financial Group
Pennsylvania
$1.91M 20,503 +87 +0.4%
CCA
130
Childress Capital Advisors
Texas
$1.9M 20,492 +201 +1%
WWM
131
Western Wealth Management
Colorado
$1.87M 20,129 +20,129 New
KPWS
132
Kestra Private Wealth Services
Texas
$1.87M 20,104 +4,082 +25%
BAAM
133
Baker Avenue Asset Management
California
$1.84M 19,840 +151 +0.8%
RJT
134
Raymond James Trust
Florida
$1.76M 18,921 -123 -0.6%
1WM
135
1900 Wealth Management
Texas
$1.69M 18,131 – –
AIA
136
Arbor Investment Advisors
North Carolina
$1.67M 17,918 -792 -4%
CAMV
137
Concord Asset Management (Virginia)
Virginia
$1.65M 17,803 +17,803 New
KAS
138
Kestra Advisory Services
Texas
$1.65M 17,804 -3,999 -18%
AFS
139
Annapolis Financial Services
Maryland
$1.61M 17,286 – –
WLIM
140
White Lighthouse Investment Management
Massachusetts
$1.59M 17,066 -208 -1%
COCM
141
Charter Oak Capital Management
New Hampshire
$1.57M 16,917 +292 +2%
AWS
142
AJ Wealth Strategies
New York
$1.56M 16,794 – –
WT
143
Whittier Trust
California
$1.56M 16,755 -1,520 -8%
WMP
144
Wealth Management Partners
Arizona
$1.49M 16,000 -162 -1%
PPW
145
Parcion Private Wealth
Washington
$1.49M 16,543 -392 -2%
IRC
146
Investors Research Corp
Georgia
$1.45M 15,589 -4 -0%
BP
147
BBR Partners
New York
$1.42M 15,243 +871 +6%
Bank Julius Baer & Co
148
Bank Julius Baer & Co
Switzerland
$1.4M 15,029 -23,224 -61%
CPFP
149
Clear Perspectives Financial Planning
Ohio
$1.38M 14,860 +1,925 +15%
DJSG
150
D.J. St. Germain
Massachusetts
$1.34M 14,459 +952 +7%
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6
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