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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CPFP
151
Clear Perspectives Financial Planning
Ohio
$1.32M 15,244 +384 +3%
AIP
152
Ameritas Investment Partners
Nebraska
$1.32M 15,208 +7,559 +99%
VC
153
Vicus Capital
Pennsylvania
$1.31M 15,127 +242 +2%
TDWM
154
Topel & Distasi Wealth Management
California
$1.29M 14,874 +1,163 +8%
BSW
155
Buckingham Strategic Wealth
Missouri
$1.26M 14,579 +10,165 +230%
SOS
156
Silver Oak Securities
Tennessee
$1.26M 14,844 +14,844 New
UIA
157
Ulland Investment Advisors
Minnesota
$1.24M 14,260 – –
TWP
158
Tempus Wealth Planning
California
$1.2M 13,886 +49 +0.4%
EBT
159
Enterprise Bank & Trust
Massachusetts
$1.14M 13,115 -275 -2%
FWM
160
Fingerlakes Wealth Management
New York
$1.14M 13,100 +118 +0.9%
AFG
161
Affinia Financial Group
Massachusetts
$1.11M 13,132 +1,645 +14%
Baird Financial Group
162
Baird Financial Group
Wisconsin
$1.11M 12,768 +19 +0.1%
BDFN
163
Bond & Devick Financial Network
Minnesota
$1.09M 12,600 -363 -3%
WTC
164
WhitTier Trust Company
Nevada
$1.07M 12,351 – –
OWA
165
One Wealth Advisors
California
$1.07M 12,302 +7,959 +183%
JMFC
166
J.M. Forbes & Co
Massachusetts
$1.03M 11,863 -277 -2%
EH
167
Equitable Holdings
New York
$1.03M 11,869 +7,304 +160%
CAN
168
Claraphi Advisory Network
United States
$1.02M 11,793 -26 -0.2%
BMM
169
Buffington Mohr McNeal
Idaho
$1.02M 11,728 – –
WP
170
WealthSource Partners
California
$1.01M 11,687 +6,204 +113%
Bank Julius Baer & Co
171
Bank Julius Baer & Co
Switzerland
$989K 11,419 -3,610 -24%
SPC
172
Sigma Planning Corp
Michigan
$980K 11,313 -1,054 -9%
EWM
173
Evercore Wealth Management
New York
$970K 11,198 – –
Prudential Financial
174
Prudential Financial
New Jersey
$955K 11,029 +7,586 +220%
BRWA
175
B. Riley Wealth Advisors
Florida
$942K 10,870 +1,460 +16%
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7
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