DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

422 hedge funds and large institutions have $1.88B invested in iShares MSCI KLD 400 Social ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
7.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
39
Increased
184
Reduced
98
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$246M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$55.4M
3
Bank of America
3
Bank of America
North Carolina
$150M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$33M
5
Wells Fargo
5
Wells Fargo
California
$26.5M

Top Sellers

1
OCM
1
One Capital Management
California
$2.23M
2
WA
2
Win Advisors
Florida
$66K
3
Ameriprise
3
Ameriprise
Minnesota
$53M
4
BF
4
Brooklyn FI
New York
$492K
5
PG
5
Prostatis Group
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPFP
226
Clear Perspectives Financial Planning
Ohio
$549K -$547K -7,610 -50%
MA
227
Mutual Advisors
Nebraska
$548K +$548K +7,626 New
AIM
228
Acropolis Investment Management
Missouri
$545K – – –
WCWM
229
Willow Creek Wealth Management
California
$544K – – –
WP
230
WealthShield Partners
North Carolina
$533K +$13.7K +191 +3%
SWM
231
SigFig Wealth Management
California
$532K +$322K +12,641 +153%
WS
232
Wedbush Securities
California
$531K +$217K +3,018 +69%
LC
233
Lindbrook Capital
California
$518K +$112K +1,560 +28%
CAM
234
Cresset Asset Management
Illinois
$515K +$515K +7,156 New
CCA
235
Cobblestone Capital Advisors
New York
$513K – – –
FFA
236
First Foundation Advisors
California
$506K +$96.6K +1,344 +24%
BF
237
Brooklyn FI
New York
$492K -$10.8M -6,534 -96%
TNBTD
238
Trustmark National Bank Trust Department
Mississippi
$489K – – –
D
239
Dentgroup
Louisiana
$484K +$138K +1,923 +40%
AF
240
Advisornet Financial
Minnesota
$469K +$7.34K +102 +2%
WFA
241
West Financial Advisors
Iowa
$464K – – –
ECM
242
Evergreen Capital Management
Washington
$456K -$178K -2,475 -28%
CA
243
Cetera Advisors
Colorado
$451K +$49.3K +685 +12%
OBWG
244
Onyx Bridge Wealth Group
New York
$447K +$9.82K +131 +2%
KNW
245
Kesler Norman & Wride
Utah
$436K -$5.03K -70 -1%
WWG
246
West Wealth Group
California
$433K +$62.3K +867 +17%
TIA
247
Traphagen Investment Advisors
New Jersey
$427K +$431 +6 +0.1%
VWA
248
VERITY Wealth Advisors
United States
$426K – – –
MA
249
Momentum Advisors
New York
$424K +$424K +5,894 New
OPA
250
Old Port Advisors
Maine
$410K -$51K -701 -11%
8 9
10
11 12