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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 %
FFG
251
Frisch Financial Group
New York
$409K +$1.72K +24 +0.4%
HPC
252
HM Payson & Co
Maine
$407K – – –
LC
253
Lindbrook Capital
California
$406K -$112K -1,566 -22%
FCI
254
Financial Counselors Inc
Kansas
$404K +$404K +5,624 New
VWM
255
Venturi Wealth Management
Texas
$401K +$14.5K +202 +4%
APW
256
Aurora Private Wealth
New Jersey
$401K -$7.24K -101 -2%
MA
257
Mutual Advisors
Nebraska
$398K -$97.7K -1,361 -20%
FHA
258
Flagship Harbor Advisors
Massachusetts
$395K +$1.08K +15 +0.3%
BG
259
Bahl & Gaynor
Ohio
$395K – – –
CT
260
Cambridge Trust
Massachusetts
$382K +$17.1K +238 +5%
RA
261
Rockingstone Advisors
Massachusetts
$379K +$379K +5,286 New
AWM
262
Avior Wealth Management
Nebraska
$375K -$18.9K -263 -5%
EDRIA
263
Edmonds Duncan Registered Investment Advisors
Kansas
$365K – – –
BCWM
264
Bartlett & Co Wealth Management
Ohio
$364K – – –
BC
265
Bartlett & Co
Ohio
$364K – – –
ZCI
266
Zevenbergen Capital Investments
Washington
$361K -$111K -1,547 -24%
DADC
267
D.A. Davidson & Co
Montana
$359K +$13.8K +192 +4%
MFA
268
Mayflower Financial Advisors
Massachusetts
$351K +$351K +4,884 New
CC
269
Callan Capital
California
$344K – – –
PCM
270
Parsons Capital Management
Rhode Island
$343K +$1.87K +26 +0.5%
PA
271
Parkside Advisors
California
$339K +$144 +2 +0%
Rockefeller Capital Management
272
Rockefeller Capital Management
New York
$339K +$215 +3 +0.1%
RA
273
RFG Advisory
Alabama
$339K +$41.2K +527 +14%
MSWMA
274
Market Street Wealth Management Advisors
Indiana
$334K +$34.7K +484 +12%
Deutsche Bank
275
Deutsche Bank
Germany
$334K -$403K -5,610 -55%
9 10
11
12 13