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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

436 hedge funds and large institutions have $2.34B invested in iShares MSCI KLD 400 Social ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 135 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+19
Holders Change %
+4.56%
% of All Funds
7.03%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
46
Increased
155
Reduced
135
Closed
20
Calls
$294K
Puts
$29K
Net Calls
+$265K
Net Calls Change
+$265K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$392M
2
Bank of America
2
Bank of America
North Carolina
$182M
3
BlackRock
3
BlackRock
New York
$22.2M
4
TAM
4
Trillium Asset Management
Massachusetts
$14M
5
SEI Investments
5
SEI Investments
Pennsylvania
$22.7M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$5.09M
2
BF
2
Brooklyn FI
New York
$486K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.21M
4
IA
4
IFP Advisors
Florida
$148K
5
Morgan Stanley
5
Morgan Stanley
New York
$331M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWG
226
Altus Wealth Group
Colorado
$522K -$18.2K -254 -3%
B
227
Bensler
Washington
$517K +$241K +3,354 +87%
CCA
228
Cobblestone Capital Advisors
New York
$513K – – –
PWP
229
Principle Wealth Partners
Connecticut
$511K -$84.7K -1,180 -14%
AA
230
Addison Advisors
Vermont
$498K -$81.7K -1,138 -14%
PBO
231
Peoples Bank (Ohio)
Ohio
$495K -$50.1K -698 -9%
WWM
232
Western Wealth Management
Colorado
$487K -$568K -7,911 -54%
BF
233
Brooklyn FI
New York
$486K -$14.4M -6,553 -97%
WF
234
WoodTrust Financial
Wisconsin
$484K +$62.3K +869 +15%
WIA
235
World Investment Advisors
California
$482K +$74.9K +1,043 +18%
SWA
236
Stratos Wealth Advisors
Ohio
$478K +$95.9K +1,336 +25%
OBWG
237
Onyx Bridge Wealth Group
New York
$476K -$5.09K -70 -1%
WFA
238
West Financial Advisors
Iowa
$471K – – –
HI
239
Harbour Investments
Wisconsin
$464K -$88.7K -1,235 -16%
MYIA
240
Mount Yale Investment Advisors
Colorado
$463K -$96.3K -1,342 -17%
HCA
241
Heck Capital Advisors
Wisconsin
$458K -$196K -2,735 -30%
PSCM
242
Per Stirling Capital Management
Texas
$446K +$446K +6,216 New
WWG
243
West Wealth Group
California
$442K -$7.47K -104 -2%
KNW
244
Kesler Norman & Wride
Utah
$436K – – –
WS
245
Wedbush Securities
California
$427K -$8.62K -120 -2%
MA
246
Momentum Advisors
New York
$423K – – –
TNBTD
247
Trustmark National Bank Trust Department
Mississippi
$418K -$70K -975 -14%
MLA
248
My Legacy Advisors
Oregon
$418K -$201K -2,566 -32%
CA
249
CoreCap Advisors
Michigan
$412K +$9.33K +130 +2%
PFM
250
Peak Financial Management
Massachusetts
$410K +$6.96K +97 +2%
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10
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