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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 %
MWM
301
Mission Wealth Management
California
$258K +$258K +3,850 New
B
302
Bensler
Washington
$257K – – –
BWM
303
BerganKDV Wealth Management
Minnesota
$255K – – –
DC
304
DeDora Capital
California
$254K -$1.94K -29 -0.8%
WCFA
305
Walkner Condon Financial Advisors
Wisconsin
$252K +$252K +3,766 New
AC
306
Abbrea Capital
California
$250K – – –
CFGS
307
Concourse Financial Group Securities
Alabama
$249K – – –
SPAS
308
Spectrum Planning & Advisory Services
California
$245K -$268 -4 -0.1%
OPW
309
Oxler Private Wealth
New York
$244K +$29K +413 +13%
BFG
310
Buttonwood Financial Group
Missouri
$242K -$1.2K -18 -0.5%
WHCI
311
W.H. Cornerstone Investments
Massachusetts
$241K +$241K +3,621 New
KPWG
312
KFA Private Wealth Group
Virginia
$240K +$14.3K +214 +6%
JIC
313
Johnson Investment Counsel
Ohio
$240K +$38.9K +581 +19%
JFA
314
JNBA Financial Advisors
Minnesota
$235K – – –
TCOV
315
Trust Company of Vermont
Vermont
$234K +$669 +10 +0.3%
PO
316
Private Ocean
California
$232K – – –
SFA
317
Sequoia Financial Advisors
Ohio
$231K – – –
GWA
318
GGM Wealth Advisors
Maryland
$230K – – –
GAM
319
Gould Asset Management
California
$227K -$9.39K -140 -4%
CS
320
Comerica Securities
Michigan
$224K +$224K +3,350 New
MFG
321
Merit Financial Group
Georgia
$221K – – –
G
322
GenTrust
Florida
$211K – – –
CA
323
Continuum Advisory
Idaho
$207K -$805 -12 -0.4%
SHWM
324
Smith & Howard Wealth Management
Georgia
$207K +$207K +3,085 New
BFM
325
Boston Financial Management
Massachusetts
$206K -$3.09K -46 -1%
11 12
13
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