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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 %
FA
201
Financial Advisors
Massachusetts
$833K – – –
FLPIM
202
F.L. Putnam Investment Management
Massachusetts
$830K +$465 +5 +0.1%
BAM
203
Barrett Asset Management
New York
$819K -$65.1K -700 -7%
DWM
204
Destination Wealth Management
California
$815K -$8.27K -89 -1%
MA
205
Mutual Advisors
Nebraska
$812K -$5.02K -54 -0.6%
Wealthfront Advisers
206
Wealthfront Advisers
California
$807K +$269K +2,890 +50%
PBO
207
Peoples Bank (Ohio)
Ohio
$769K -$1.39K -15 -0.2%
NFG
208
Next Financial Group
Texas
$761K +$254K +2,736 +50%
PWP
209
Principle Wealth Partners
Connecticut
$760K -$23.2K -250 -3%
MFW
210
Meristem Family Wealth
Minnesota
$760K – – –
CW
211
CreativeOne Wealth
Kansas
$760K +$250K +2,686 +49%
DC
212
DeDora Capital
California
$742K +$50.8K +570 +7%
LWA
213
Lenox Wealth Advisors
New York
$737K +$84.6K +911 +13%
ACG
214
Allen Capital Group
Nebraska
$733K – – –
RA
215
RFG Advisory
Alabama
$731K -$9.11K -98 -1%
PCM
216
Pennsylvania Capital Management
Pennsylvania
$728K – – –
ZCI
217
Zevenbergen Capital Investments
Washington
$714K – – –
BNP Paribas Financial Markets
218
BNP Paribas Financial Markets
France
$711K +$50.9K +548 +8%
AIP
219
Ameritas Investment Partners
Nebraska
$710K +$70.2K +756 +11%
AIM
220
Acropolis Investment Management
Missouri
$704K -$26.9K -290 -4%
WCWM
221
Willow Creek Wealth Management
California
$703K -$8.55K -92 -1%
VA
222
Valmark Advisers
Ohio
$702K – – –
AWG
223
Altus Wealth Group
Colorado
$700K +$93 +1 +0%
PA
224
Prism Advisors
California
$685K +$280K +3,020 +69%
RW
225
Rede Wealth
Virginia
$672K +$1.12K +12 +0.2%
7 8
9
10 11