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iShares MSCI KLD 400 Social ETF
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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.

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

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$79.2M
2
Betterment LLC
2
Betterment LLC
New York
$71.2M
3
Bank of America
3
Bank of America
North Carolina
$129M
4
BlackRock
4
BlackRock
New York
$644K
5
Wells Fargo
5
Wells Fargo
California
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$238M 3,118,305 +450,158 +17%
Bank of America
2
Bank of America
North Carolina
$129M 1,692,614 -153,451 -8%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$103M 1,342,924 -35,947 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$79.2M 1,036,869 -390,286 -27%
Betterment LLC
5
Betterment LLC
New York
$71.2M 932,544 -154,384 -14%
UBS Group
6
UBS Group
Switzerland
$51M 667,978 +58,735 +10%
Ameriprise
7
Ameriprise
Minnesota
$49.5M 646,684 +59,053 +10%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$30.7M 401,413 -11,805 -3%
Goldman Sachs
9
Goldman Sachs
New York
$30.5M 399,291 +29,938 +8%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$29.1M 351,863 – –
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$25.7M 336,696 +9,840 +3%
Truist Financial
12
Truist Financial
North Carolina
$23.1M 302,459 +13,589 +5%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$21.2M 277,006 +13,036 +5%
Osaic Holdings
14
Osaic Holdings
Arizona
$17M 223,033 -31,988 -13%
LPL Financial
15
LPL Financial
California
$16.8M 219,962 +16,260 +8%
Mariner
16
Mariner
Kansas
$15.9M 208,134 +7,394 +4%
US Bancorp
17
US Bancorp
Minnesota
$15.9M 207,851 +5,660 +3%
Wells Fargo
18
Wells Fargo
California
$14.3M 187,336 -56,198 -23%
Creative Planning
19
Creative Planning
Kansas
$12.5M 164,288 -759 -0.5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$12M 157,022 +30,241 +24%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$10.4M 136,679 +9,185 +7%
AIC
22
Ameritas Investment Company
Nebraska
$10.1M 132,647 +132,647 New
GI
23
Gradient Investments
Minnesota
$9.86M 129,150 +117,375 +997%
SEI Investments
24
SEI Investments
Pennsylvania
$9.48M 132,524 – –
FWM
25
Frontier Wealth Management
Missouri
$9.17M 120,075 +2,203 +2%
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