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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

417 hedge funds and large institutions have $1.75B invested in iShares MSCI KLD 400 Social ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 154 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
-5
Holders Change %
-1.18%
% of All Funds
7.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
29
Increased
154
Reduced
121
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$36.1M
2
Ameriprise
2
Ameriprise
Minnesota
$58.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$108M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$233M
5
PA
5
PFG Advisors
Arizona
$2.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$17.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.33M
3
GI
3
Gradient Investments
Minnesota
$5.32M
4
SEI Investments
4
SEI Investments
Pennsylvania
$14.4M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
226
WealthShield Partners
North Carolina
$497K – – –
TIA
227
Traphagen Investment Advisors
New Jersey
$492K +$93.9K +1,402 +24%
ECM
228
Evergreen Capital Management
Washington
$491K +$66.9K +1,000 +16%
VWA
229
VERITY Wealth Advisors
United States
$490K +$93.6K +1,397 +24%
LC
230
Lindbrook Capital
California
$483K +$402 +6 +0.1%
MPW
231
MA Private Wealth
California
$480K +$480K +6,863 New
CCA
232
Cobblestone Capital Advisors
New York
$478K – – –
FFA
233
First Foundation Advisors
California
$471K – – –
PWAG
234
Polaris Wealth Advisory Group
California
$465K -$817K -12,212 -64%
MA
235
Mutual Advisors
Nebraska
$462K -$48.5K -725 -10%
CA
236
Cetera Advisors
Colorado
$456K +$36.3K +542 +9%
TNBTD
237
Trustmark National Bank Trust Department
Mississippi
$455K – – –
BF
238
Brooklyn FI
New York
$454K +$434K +6,476 +2,173%
ZCI
239
Zevenbergen Capital Investments
Washington
$440K -$74.3K -1,110 -14%
WFA
240
West Financial Advisors
Iowa
$439K +$7.3K +109 +2%
OBWG
241
Onyx Bridge Wealth Group
New York
$439K +$42.9K +646 +11%
CAM
242
Cresset Asset Management
Illinois
$432K -$47.7K -712 -10%
RWP
243
Revolve Wealth Partners
New Jersey
$424K +$223K +3,335 +111%
WWG
244
West Wealth Group
California
$419K +$15.8K +236 +4%
WS
245
Wedbush Securities
California
$406K -$88.3K -1,319 -18%
KNW
246
Kesler Norman & Wride
Utah
$406K – – –
MA
247
Momentum Advisors
New York
$395K – – –
WF
248
WoodTrust Financial
Wisconsin
$394K +$110K +1,637 +39%
APW
249
Aurora Private Wealth
New Jersey
$381K – – –
FFG
250
Frisch Financial Group
New York
$380K +$268 +4 +0.1%
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