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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 %
BCWM
201
Bartlett & Co Wealth Management
Ohio
$444K +$49.5K +692 +13%
BC
202
Bartlett & Co
Ohio
$444K +$49.5K +692 +13%
RW
203
Rede Wealth
Virginia
$440K +$440K +6,150 New
KNW
204
Kesler Norman & Wride
Utah
$439K +$439K +6,138 New
TLFA
205
True Link Financial Advisors
California
$422K +$422K +5,900 New
FFG
206
Frisch Financial Group
New York
$413K +$1.22K +17 +0.3%
WDL
207
Well Done LLC
Michigan
$412K – – –
APW
208
Aurora Private Wealth
New Jersey
$401K +$1.07K +15 +0.3%
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$400K +$501 +7 +0.1%
AIP
210
Ameritas Investment Partners
Nebraska
$380K +$47.6K +667 +14%
Cerity Partners
211
Cerity Partners
New York
$378K -$32K -448 -8%
PO
212
Private Ocean
California
$373K -$180K -2,508 -32%
SHJ
213
Sharkey, Howes & Javer
Colorado
$372K +$372K +5,194 New
PWAG
214
Polaris Wealth Advisory Group
California
$361K +$41.8K +572 +13%
DADC
215
D.A. Davidson & Co
Montana
$357K +$7.16K +100 +2%
HPC
216
HM Payson & Co
Maine
$356K – – –
CAG
217
Crestwood Advisors Group
Massachusetts
$355K – – –
HA
218
Harborview Advisors
Maine
$354K +$3.58K +50 +1%
TWM
219
Titus Wealth Management
California
$348K +$573 +8 +0.2%
BCM
220
Blume Capital Management
California
$341K -$16K -224 -4%
LWA
221
Lowe Wealth Advisors
Maryland
$341K +$28.6K +400 +9%
PCM
222
Parsons Capital Management
Rhode Island
$335K +$7.16K +100 +2%
FFA
223
First Foundation Advisors
California
$332K -$71 -1 -0%
CFS
224
CRA Financial Services
New Jersey
$330K -$72 -1 -0%
SFS
225
Sowell Financial Services
Arkansas
$329K -$7.08K -99 -2%
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