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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 %
UIA
151
Ulland Investment Advisors
Minnesota
$1.33M 14,260 +14,260 New
VC
152
Vicus Capital
Pennsylvania
$1.31M 14,885 +4,705 +46%
FTUS
153
Flow Traders U.S.
New York
$1.31M 14,112 +14,112 New
SHJ
154
Sharkey, Howes & Javer
Colorado
$1.29M 13,866 +13,866 New
Chevy Chase Trust
155
Chevy Chase Trust
Maryland
$1.29M 13,847 -4,017 -22%
TWP
156
Tempus Wealth Planning
California
$1.29M 13,837 -551 -4%
SWPG
157
Strategic Wealth Partners Group
Illinois
$1.28M 13,740 +10,104 +278%
TDWM
158
Topel & Distasi Wealth Management
California
$1.27M 13,711 +13,711 New
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$1.27M 13,667 +2,083 +18%
GW
160
GW & Wade
Massachusetts
$1.26M 13,531 +1,426 +12%
EBT
161
Enterprise Bank & Trust
Massachusetts
$1.24M 13,390 – –
UCFA
162
United Capital Financial Advisors
Texas
$1.24M 13,336 -137 -1%
BDFN
163
Bond & Devick Financial Network
Minnesota
$1.21M 12,963 +344 +3%
FWM
164
Fingerlakes Wealth Management
New York
$1.2M 12,982 +12,982 New
Baird Financial Group
165
Baird Financial Group
Wisconsin
$1.19M 12,749 +96 +0.8%
AAS
166
Avantax Advisory Services
Texas
$1.16M 12,475 +98 +0.8%
WP
167
WealthShield Partners
North Carolina
$1.15M 12,423 +12,423 New
SPC
168
Sigma Planning Corp
Michigan
$1.15M 12,367 +126 +1%
WTC
169
WhitTier Trust Company
Nevada
$1.15M 12,351 +2,729 +28%
JMFC
170
J.M. Forbes & Co
Massachusetts
$1.13M 12,140 -302 -2%
CAN
171
Claraphi Advisory Network
United States
$1.1M 11,819 -202 -2%
National Bank of Canada
172
National Bank of Canada
Quebec, Canada
$1.1M 11,786 +11,786 New
BMM
173
Buffington Mohr McNeal
Idaho
$1.09M 11,728 – –
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$1.08M 11,637 +4,009 +53%
ECM
175
Evergreen Capital Management
Washington
$1.08M 11,615 +494 +4%
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7
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