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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 %
BMM
151
Buffington Mohr McNeal
Idaho
$797K – – –
Prudential Financial
152
Prudential Financial
New Jersey
$796K +$283K +3,710 +55%
MIA
153
MainStreet Investment Advisors
Illinois
$789K -$100K -1,310 -11%
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$789K -$100K -1,310 -11%
HCA
155
Heck Capital Advisors
Wisconsin
$760K +$246K +3,225 +48%
PA
156
Paracle Advisors
Washington
$755K -$52.6K -689 -7%
Citigroup
157
Citigroup
New York
$754K -$50.8K -665 -6%
BAM
158
Barrett Asset Management
New York
$753K -$3.82K -50 -0.5%
DWM
159
Destination Wealth Management
California
$753K +$20.9K +274 +3%
ECM
160
Evergreen Capital Management
Washington
$735K +$165K +2,160 +29%
AFG
161
Affinia Financial Group
Massachusetts
$728K +$119K +1,474 +19%
SCM
162
Southport Capital Management
Tennessee
$727K -$46.5K -609 -6%
Deutsche Bank
163
Deutsche Bank
Germany
$726K – – –
HA
164
Harfst & Associates
Wyoming
$723K -$3.82K -50 -0.5%
DC
165
DeDora Capital
California
$718K -$1.67M -21,819 -70%
OWA
166
One Wealth Advisors
California
$716K +$371K +4,862 +108%
KWM
167
Kingsview Wealth Management
Oregon
$711K +$711K +9,188 New
BSWM
168
Boston Standard Wealth Management
Massachusetts
$706K – – –
DJSG
169
D.J. St. Germain
Massachusetts
$706K +$357K +4,672 +102%
MA
170
Mutual Advisors
Nebraska
$698K +$59.6K +781 +9%
FLPIM
171
F.L. Putnam Investment Management
Massachusetts
$694K – – –
WS
172
Wedbush Securities
California
$685K +$685K +8,969 New
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$679K -$275K -3,605 -29%
TFS
174
TrustCore Financial Services
Tennessee
$672K -$2.98K -39 -0.4%
PBO
175
Peoples Bank (Ohio)
Ohio
$664K -$44.1K -577 -6%
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