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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CCA
126
Childress Capital Advisors
Texas
$1.77M – – –
PPA
127
Parametric Portfolio Associates
Washington
$1.67M +$1.67M +19,292 New
HWM
128
HB Wealth Management
Georgia
$1.66M +$1.66M +19,200 New
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$1.65M +$464K +5,361 +39%
IWC
130
Integrated Wealth Concepts
Massachusetts
$1.62M +$618K +7,132 +62%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$1.61M +$606K +6,991 +60%
BTW
132
Boston Trust Walden
Massachusetts
$1.59M -$495K -5,718 -24%
1WM
133
1900 Wealth Management
Texas
$1.56M -$12.6K -145 -0.8%
AIA
134
Arbor Investment Advisors
North Carolina
$1.55M – – –
AFS
135
Annapolis Financial Services
Maryland
$1.5M – – –
COCM
136
Charter Oak Capital Management
New Hampshire
$1.49M +$20.1K +232 +1%
BAAM
137
Baker Avenue Asset Management
California
$1.47M -$251K -2,893 -15%
Wealthfront Advisers
138
Wealthfront Advisers
California
$1.46M +$710K +8,198 +94%
WT
139
Whittier Trust
California
$1.46M +$7.8K +90 +0.5%
AWS
140
AJ Wealth Strategies
New York
$1.46M – – –
TRCT
141
Tower Research Capital (TRC)
New York
$1.4M +$485K +5,599 +53%
National Bank of Canada
142
National Bank of Canada
Quebec, Canada
$1.4M +$378K +4,367 +37%
WLIM
143
White Lighthouse Investment Management
Massachusetts
$1.4M -$82.9K -957 -6%
WMP
144
Wealth Management Partners
Arizona
$1.39M – – –
BP
145
BBR Partners
New York
$1.38M +$58.6K +676 +4%
AAS
146
Avantax Advisory Services
Texas
$1.37M +$287K +3,303 +26%
IRC
147
Investors Research Corp
Georgia
$1.36M +$6.84K +79 +0.5%
GW
148
GW & Wade
Massachusetts
$1.33M +$159K +1,833 +14%
UCFA
149
United Capital Financial Advisors
Texas
$1.33M +$174K +2,008 +15%
DJSG
150
D.J. St. Germain
Massachusetts
$1.33M +$75.5K +871 +6%
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6
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