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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

355 hedge funds and large institutions have $1.33B invested in iShares MSCI KLD 400 Social ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 139 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+34
Holders Change %
+10.59%
% of All Funds
6.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
64
Increased
139
Reduced
81
Closed
23
Calls
–
Puts
$281K
Net Calls
-$281K
Net Calls Change
-$281K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$191M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$102M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$18.9M
4
Ameriprise
Ameriprise
Minnesota
$41.8M
5
BlackRock
BlackRock
New York
$7.93M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$29.1M
2
Betterment LLC
Betterment LLC
New York
$77.8M
3
GA
Geller Advisors
New York
$4.63M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$4.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
176
B. Riley Wealth Advisors
Florida
$569K +$2.51K +35 +0.4%
WCWM
177
Willow Creek Wealth Management
California
$565K – – –
ACG
178
Allen Capital Group
Nebraska
$564K +$107K +1,502 +24%
FFN
179
Focus Financial Network
Minnesota
$562K +$76.3K +1,067 +16%
RIA
180
Regal Investment Advisors
Michigan
$542K +$542K +7,573 New
AFG
181
Affinia Financial Group
Massachusetts
$541K +$39.1K +547 +8%
ZCI
182
Zevenbergen Capital Investments
Washington
$535K – – –
ECM
183
Evergreen Capital Management
Washington
$534K +$118K +1,651 +28%
AWG
184
Altus Wealth Group
Colorado
$534K +$534K +7,458 New
Franklin Resources
185
Franklin Resources
California
$533K -$1.07K -15 -0.2%
CCA
186
Cobblestone Capital Advisors
New York
$511K – – –
Members Trust
187
Members Trust
Florida
$509K -$422K -5,900 -45%
TNBTD
188
Trustmark National Bank Trust Department
Mississippi
$498K – – –
TA
189
Tiedemann Advisors
New York
$495K – – –
VWA
190
VERITY Wealth Advisors
United States
$483K +$181K +2,527 +60%
HCA
191
Heck Capital Advisors
Wisconsin
$481K +$218K +3,042 +82%
Prudential Financial
192
Prudential Financial
New Jersey
$480K +$40K +559 +9%
TI
193
tru Independence
Oregon
$472K +$472K +6,594 New
ST
194
Smithfield Trust
Pennsylvania
$467K – – –
BIA
195
Bigelow Investment Advisors
Maine
$463K +$25.3K +354 +6%
CC
196
Callan Capital
California
$454K – – –
SPIA
197
Steward Partners Investment Advisory
New York
$452K +$122K +1,701 +37%
VA
198
Valmark Advisers
Ohio
$448K – – –
FIA
199
Foundations Investment Advisors
Arizona
$448K – – –
PA
200
Parkside Advisors
California
$448K +$286 +4 +0.1%
6 7
8
9 10