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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 %
Comerica Bank
276
Comerica Bank
Texas
$331K +$30.4K +404 +10%
CW
277
CreativeOne Wealth
Kansas
$329K – – –
AG
278
Ascent Group
Virginia
$325K +$215 +3 +0.1%
TA
279
Tiedemann Advisors
New York
$324K – – –
MFG
280
Magnus Financial Group
New York
$321K – – –
BCM
281
Blume Capital Management
California
$321K – – –
JIC
282
Joel Isaacson & Co
New York
$320K – – –
CFD
283
Creative Financial Designs
Indiana
$317K +$287 +4 +0.1%
CAG
284
Crestwood Advisors Group
Massachusetts
$314K -$32.4K -451 -9%
AWP
285
Abacus Wealth Partners
California
$312K – – –
EWA
286
EP Wealth Advisors
California
$311K +$311K +4,334 New
TF
287
TIAA FSB
Florida
$309K – – –
OPA
288
Old Port Advisors
Maine
$306K -$71.2K -992 -19%
LFA
289
LGT Financial Advisors
Texas
$305K +$305K +4,250 New
AG
290
Appleton Group
Wisconsin
$303K +$303K +4,214 New
CS
291
Comerica Securities
Michigan
$298K +$57.1K +795 +24%
SFMG
292
Sage Financial Management Group
Virginia
$297K -$718 -10 -0.2%
FFA
293
First Foundation Advisors
California
$296K -$209K -2,914 -41%
HCM
294
Hengehold Capital Management
Ohio
$296K – – –
CAM
295
Close Asset Management
United Kingdom
$295K – – –
JIC
296
Johnson Investment Counsel
Ohio
$293K +$35.9K +500 +14%
LWA
297
Lowe Wealth Advisors
Maryland
$292K – – –
BFG
298
Buttonwood Financial Group
Missouri
$289K +$28.9K +402 +11%
TCA
299
Transcend Capital Advisors
New Jersey
$288K -$1.65K -23 -0.6%
BS
300
Banco Santander
Spain
$287K – – –
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12
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