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iShares MSCI KLD 400 Social ETF
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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, 282 increasing their positions, 6 reducing their positions, and 23 closing their positions.

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
282
Reduced
6
Closed
23
Calls
–
Puts
$281K
Net Calls
-$281K
Net Calls Change
-$281K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$191M
2
Bank of America
2
Bank of America
North Carolina
$132M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$102M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$98.6M
5
Betterment LLC
5
Betterment LLC
New York
$77.8M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
RWP
2
RWA Wealth Partners
Massachusetts
$0
3
PA
3
Parallel Advisors
California
$8K
4
VCM
4
Vivaldi Capital Management
Illinois
$0
5
AWM
5
Aevitas Wealth Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$191M 2,668,147 +1,576,745 +144%
Bank of America
2
Bank of America
North Carolina
$132M 1,846,065 +968,249 +110%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$102M 1,427,155 +873,181 +158%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$98.6M 1,378,871 +715,912 +108%
Betterment LLC
5
Betterment LLC
New York
$77.8M 1,086,928 +391,611 +56%
UBS Group
6
UBS Group
Switzerland
$43.6M 609,243 +303,482 +99%
Ameriprise
7
Ameriprise
Minnesota
$41.8M 587,631 +357,061 +155%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$29.6M 413,218 +246,282 +148%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$29.1M 351,863 – –
Goldman Sachs
10
Goldman Sachs
New York
$26.4M 369,353 +190,254 +106%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$23.4M 326,856 +173,297 +113%
Truist Financial
12
Truist Financial
North Carolina
$20.7M 288,870 +142,659 +98%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$18.9M 263,970 +210,868 +397%
Osaic Holdings
14
Osaic Holdings
Arizona
$18.2M 255,021 +152,074 +148%
Wells Fargo
15
Wells Fargo
California
$17.4M 243,534 +148,000 +155%
LPL Financial
16
LPL Financial
California
$14.6M 203,702 +112,293 +123%
US Bancorp
17
US Bancorp
Minnesota
$14.5M 202,191 +101,050 +100%
Mariner
18
Mariner
Kansas
$14.4M 200,740 +101,153 +102%
Creative Planning
19
Creative Planning
Kansas
$11.8M 165,047 +81,344 +97%
SEI Investments
20
SEI Investments
Pennsylvania
$9.48M 132,524 +86,190 +186%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9.12M 127,494 +70,349 +123%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$9.07M 126,781 +70,326 +125%
FWM
23
Frontier Wealth Management
Missouri
$8.43M 117,872 +57,633 +96%
FT
24
Fiduciary Trust
Massachusetts
$8.06M 112,692 +55,912 +98%
MCM
25
Manchester Capital Management
Vermont
$7.96M 111,207 +88,730 +395%
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