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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 %
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$941K 10,860 – –
KWM
177
Kingsview Wealth Management
Oregon
$936K 10,811 +10,811 New
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$915K 10,566 -234 -2%
BIA
179
Bigelow Investment Advisors
Maine
$915K 10,559 +1,221 +13%
MPWT
180
MassMutual Private Wealth & Trust
Connecticut
$913K 10,545 +1,585 +18%
MIA
181
MainStreet Investment Advisors
Illinois
$913K 10,545 +1,585 +18%
SDWMA
182
Schneider Downs Wealth Management Advisors
Pennsylvania
$899K 10,379 – –
PA
183
Prism Advisors
California
$895K 10,334 +2,958 +40%
RIS
184
Retirement Income Solutions
Michigan
$895K 10,335 +4,950 +92%
Deutsche Bank
185
Deutsche Bank
Germany
$889K 10,260 +1,110 +12%
BSWM
186
Boston Standard Wealth Management
Massachusetts
$888K 10,248 +188 +2%
RIA
187
Regal Investment Advisors
Michigan
$886K 10,232 +3,934 +62%
CPIG
188
Chicago Partners Investment Group
Illinois
$883K 11,868 +15 +0.1%
PFGIA
189
Patriot Financial Group Insurance Agency
Massachusetts
$874K 10,095 +467 +5%
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$870K 10,041 +5 +0%
CCM
191
Coldstream Capital Management
Washington
$867K 10,008 +116 +1%
HCA
192
Heck Capital Advisors
Wisconsin
$865K 9,991 -565 -5%
MSWMA
193
Market Street Wealth Management Advisors
Indiana
$864K 9,976 +3,202 +47%
TFS
194
TrustCore Financial Services
Tennessee
$858K 9,910 +80 +0.8%
FFN
195
Focus Financial Network
Minnesota
$855K 9,868 +9,868 New
DAS
196
Dynamic Advisor Solutions
Arizona
$837K 9,659 +86 +0.9%
CT
197
Cambridge Trust
Massachusetts
$836K 9,653 -16 -0.2%
BNP Paribas Financial Markets
198
BNP Paribas Financial Markets
France
$835K 9,642 +1,995 +26%
BAM
199
Barrett Asset Management
New York
$823K 9,512 +700 +8%
Fidelity Investments
200
Fidelity Investments
Massachusetts
$806K 9,307 -96 -1%
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