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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

371 hedge funds and large institutions have $1.43B invested in iShares MSCI KLD 400 Social ETF in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 130 increasing their positions, 105 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+16
Holders Change %
+4.51%
% of All Funds
6.53%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
43
Increased
130
Reduced
105
Closed
25
Calls
–
Puts
$112K
Net Calls
-$112K
Net Calls Change
+$169K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$238M
2
AIC
Ameritas Investment Company
Nebraska
$10.1M
3
GI
Gradient Investments
Minnesota
$9.86M
4
PG
Prostatis Group
Maryland
$6.02M
5
BCM
Brookstone Capital Management
Illinois
$8.31M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$79.2M
2
Betterment LLC
Betterment LLC
New York
$71.2M
3
Bank of America
Bank of America
North Carolina
$129M
4
BlackRock
BlackRock
New York
$644K
5
Wells Fargo
Wells Fargo
California
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
201
Ballew Advisors
Mississippi
$514K +$257K +3,328 +100%
EBT
202
Enterprise Bank & Trust
Massachusetts
$512K +$512K +6,700 New
TA
203
Tiedemann Advisors
New York
$503K -$24.9K -326 -5%
BNP Paribas Financial Markets
204
BNP Paribas Financial Markets
France
$501K +$501K +6,557 New
ST
205
Smithfield Trust
Pennsylvania
$499K – – –
CC
206
Callan Capital
California
$485K – – –
FIA
207
Foundations Investment Advisors
Arizona
$480K – – –
KNW
208
Kesler Norman & Wride
Utah
$469K – – –
AIP
209
Ameritas Investment Partners
Nebraska
$469K +$63K +826 +16%
Jane Street
210
Jane Street
New York
$468K +$468K +6,124 New
PWAG
211
Polaris Wealth Advisory Group
California
$467K +$76K +960 +19%
SFS
212
Sowell Financial Services
Arkansas
$462K +$91.7K +1,140 +25%
BCM
213
BlueCrest Capital Management
Jersey
$456K +$456K +5,974 New
SPIA
214
Steward Partners Investment Advisory
New York
$443K -$39.9K -522 -8%
APW
215
Aurora Private Wealth
New Jersey
$428K – – –
FFG
216
Frisch Financial Group
New York
$427K -$14K -184 -3%
PA
217
Parkside Advisors
California
$423K -$54.7K -717 -11%
CAS
218
Cascadia Advisory Services
Oregon
$418K +$418K +5,471 New
APW
219
Austin Private Wealth
Texas
$417K -$497K -6,507 -54%
BCWM
220
Bartlett & Co Wealth Management
Ohio
$410K -$63.8K -835 -13%
BC
221
Bartlett & Co
Ohio
$410K -$63.7K -835 -13%
Janney Montgomery Scott
222
Janney Montgomery Scott
Pennsylvania
$410K -$16.6K -218 -4%
Cerity Partners
223
Cerity Partners
New York
$404K – – –
AG
224
Appleton Group
Wisconsin
$399K +$90.1K +1,179 +29%
MA
225
MUFG Americas
New York
$396K +$105K +1,378 +36%
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