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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 %
HPC
251
HM Payson & Co
Maine
$380K +$25.1K +375 +7%
WIA
252
World Investment Advisors
California
$379K +$92.9K +1,388 +32%
CA
253
CoreCap Advisors
Michigan
$376K +$14.5K +216 +4%
PFM
254
Peak Financial Management
Massachusetts
$376K +$25.7K +384 +7%
Citigroup
255
Citigroup
New York
$372K +$186K +2,781 +100%
Members Trust
256
Members Trust
Florida
$371K – – –
OPA
257
Old Port Advisors
Maine
$370K -$27.1K -384 -7%
FHA
258
Flagship Harbor Advisors
Massachusetts
$368K +$1.14K +17 +0.3%
BG
259
Bahl & Gaynor
Ohio
$368K +$368K +5,496 New
AWM
260
Avior Wealth Management
Nebraska
$367K +$367K +5,491 New
VWM
261
Venturi Wealth Management
Texas
$361K -$2.28K -34 -0.6%
SWA
262
Stratos Wealth Advisors
Ohio
$357K -$18.6K -278 -5%
KCM
263
Karp Capital Management
California
$347K +$347K +5,184 New
BC
264
Bartlett & Co
Ohio
$340K – – –
EDRIA
265
Edmonds Duncan Registered Investment Advisors
Kansas
$340K – – –
CT
266
Cambridge Trust
Massachusetts
$340K +$83K +1,241 +32%
BCWM
267
Bartlett & Co Wealth Management
Ohio
$340K – – –
AG
268
Ascent Group
Virginia
$324K +$1.51K +21 +0.5%
CAG
269
Crestwood Advisors Group
Massachusetts
$323K – – –
DADC
270
D.A. Davidson & Co
Montana
$322K -$53.2K -795 -14%
CC
271
Callan Capital
California
$321K – – –
PCM
272
Parsons Capital Management
Rhode Island
$319K -$670 -10 -0.2%
PA
273
Parkside Advisors
California
$317K -$34.9K -520 -10%
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
$317K +$1.34K +20 +0.4%
PFS
275
Prospera Financial Services
Texas
$308K +$308K +4,593 New
9 10
11
12 13