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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

383 hedge funds and large institutions have $1.68B invested in iShares MSCI KLD 400 Social ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
–
Holders Change %
0%
% of All Funds
6.73%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
21
Increased
143
Reduced
115
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$346M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$170M
3
Creative Planning
3
Creative Planning
Kansas
$14.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$39.6M
5
LGWM
5
Litman Gregory Wealth Management
California
$3.64M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$38.5M
2
Betterment LLC
2
Betterment LLC
New York
$63.6M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$1.45M
4
BWM
4
Baystate Wealth Management
Massachusetts
$4.76M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Cetera Advisors
Colorado
$571K -$108K -1,300 -16%
CHAM
202
Clear Harbor Asset Management
Connecticut
$571K +$571K +6,857 New
WFA
203
West Financial Advisors
Iowa
$558K +$92.9K +1,117 +20%
CFG
204
Cooper Financial Group
California
$549K +$8.66K +104 +2%
Bessemer Group
205
Bessemer Group
New Jersey
$548K +$328K +3,937 +149%
CCP
206
Cardan Capital Partners
Colorado
$543K +$7.15K +86 +1%
WS
207
Wedbush Securities
California
$542K -$270K -3,240 -33%
Renaissance Technologies
208
Renaissance Technologies
New York
$541K +$541K +6,500 New
PWAG
209
Polaris Wealth Advisory Group
California
$536K -$47.4K -554 -8%
WP
210
WealthSource Partners
California
$530K -$689K -8,282 -57%
PWM
211
Perigon Wealth Management
California
$517K +$11.9K +143 +2%
KNW
212
Kesler Norman & Wride
Utah
$511K – – –
KLI
213
Kelman-Lazarov Inc
Tennessee
$507K +$80.2K +963 +19%
GDP
214
Great Diamond Partners
Maine
$504K +$30.3K +364 +6%
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$500K +$122K +1,472 +32%
OPA
216
Old Port Advisors
Maine
$495K +$49.2K +581 +11%
VWA
217
VERITY Wealth Advisors
United States
$492K +$2.99K +36 +0.6%
Cerity Partners
218
Cerity Partners
New York
$484K +$32K +385 +7%
Wealthfront Advisers
219
Wealthfront Advisers
California
$482K +$482K +5,790 New
FFA
220
First Foundation Advisors
California
$474K – – –
Members Trust
221
Members Trust
Florida
$470K -$128K -1,522 -21%
APW
222
Aurora Private Wealth
New Jersey
$468K – – –
FFG
223
Frisch Financial Group
New York
$468K +$1.42K +17 +0.3%
CC
224
Callan Capital
California
$458K – – –
AF
225
Advisornet Financial
Minnesota
$458K +$23.7K +285 +5%
7 8
9
10 11