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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 %
D
301
Diversified
Delaware
$286K +$286K +3,986 New
LRIA
302
Leonard Rickey Investment Advisors
Washington
$286K +$1.22K +17 +0.4%
WCFA
303
Walkner Condon Financial Advisors
Wisconsin
$281K +$10.8K +150 +4%
BWM
304
BerganKDV Wealth Management
Minnesota
$274K – – –
WHCI
305
W.H. Cornerstone Investments
Massachusetts
$273K +$1.65K +22 +0.6%
MIA
306
Milestone Investment Advisors
Wisconsin
$273K +$273K +3,797 New
FA
307
Flagstar Advisors
New York
$271K -$19.3K -269 -7%
AWM
308
Apollon Wealth Management
South Carolina
$269K +$269K +3,754 New
AC
309
Abbrea Capital
California
$268K – – –
DC
310
DeDora Capital
California
$266K -$6.6K -92 -2%
SHWM
311
Smith & Howard Wealth Management
Georgia
$265K +$43.1K +600 +19%
CFGS
312
Concourse Financial Group Securities
Alabama
$263K -$4.6K -64 -2%
NHFG
313
New Harbor Financial Group
Massachusetts
$261K +$261K +3,641 New
KPWG
314
KFA Private Wealth Group
Virginia
$258K +$718 +10 +0.3%
AIA
315
Arbor Investment Advisors
North Carolina
$258K -$957K -13,326 -79%
TCOV
316
Trust Company of Vermont
Vermont
$258K +$6.53K +91 +3%
Citigroup
317
Citigroup
New York
$254K -$145K -2,016 -36%
PO
318
Private Ocean
California
$249K – – –
GAM
319
Gould Asset Management
California
$243K – – –
GWA
320
GGM Wealth Advisors
Maryland
$235K – – –
MFG
321
Merit Financial Group
Georgia
$230K -$7.25K -101 -3%
MCC
322
Money Concepts Capital
Florida
$226K +$139K +1,935 +160%
AWM
323
Affinity Wealth Management
Delaware
$225K +$225K +3,133 New
GFS
324
GYL Financial Synergies
Connecticut
$223K +$223K +3,112 New
OPW
325
Oxler Private Wealth
New York
$222K -$27.7K -386 -11%
11 12
13
14 15