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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
IWC
176
Integrated Wealth Concepts
Massachusetts
$1.08M +$166K +1,784 +18%
GDP
177
Great Diamond Partners
Maine
$1.06M +$494K +5,316 +88%
EWM
178
Evercore Wealth Management
New York
$1.04M – – –
AFG
179
Affinia Financial Group
Massachusetts
$1.01M +$187K +2,119 +23%
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$1.01M +$1.01M +10,860 New
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$1M – – –
CPIG
182
Chicago Partners Investment Group
Illinois
$1M +$1.44K +17 +0.1%
TRCT
183
Tower Research Capital (TRC)
New York
$985K -$836K -8,997 -46%
HCA
184
Heck Capital Advisors
Wisconsin
$981K +$43.1K +464 +5%
SDWMA
185
Schneider Downs Wealth Management Advisors
Pennsylvania
$964K -$76.3K -821 -7%
BSWM
186
Boston Standard Wealth Management
Massachusetts
$935K +$2.79K +30 +0.3%
DIA
187
Dana Investment Advisors
Wisconsin
$934K +$934K +10,048 New
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$933K -$9.95K -107 -1%
CCM
189
Coldstream Capital Management
Washington
$919K +$93 +1 +0%
TFS
190
TrustCore Financial Services
Tennessee
$913K +$43.5K +468 +5%
CT
191
Cambridge Trust
Massachusetts
$899K +$79.7K +857 +10%
PFGIA
192
Patriot Financial Group Insurance Agency
Massachusetts
$895K -$64.9K -698 -7%
DAS
193
Dynamic Advisor Solutions
Arizona
$889K -$464K -5,001 -34%
Fidelity Investments
194
Fidelity Investments
Massachusetts
$874K +$46.9K +505 +6%
BRWA
195
B. Riley Wealth Advisors
Florida
$874K +$56.2K +605 +7%
BIA
196
Bigelow Investment Advisors
Maine
$868K +$115K +1,240 +15%
Deutsche Bank
197
Deutsche Bank
Germany
$850K – – –
HA
198
Harfst & Associates
Wyoming
$841K +$557 +6 +0.1%
MIA
199
MainStreet Investment Advisors
Illinois
$833K -$140K -1,510 -14%
MPWT
200
MassMutual Private Wealth & Trust
Connecticut
$833K -$140K -1,510 -14%
6 7
8
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