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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
Arete Wealth Advisors
Illinois
$392M
2
Bank of America
Bank of America
North Carolina
$182M
3
BlackRock
BlackRock
New York
$22.2M
4
TAM
Trillium Asset Management
Massachusetts
$14M
5
SEI Investments
SEI Investments
Pennsylvania
$22.7M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$5.09M
2
BF
Brooklyn FI
New York
$486K
3
RJFSA
Raymond James Financial Services Advisors
Florida
$8.21M
4
IA
IFP Advisors
Florida
$148K
5
Morgan Stanley
Morgan Stanley
New York
$331M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
326
Boston Financial Management
Massachusetts
$221K – – –
JWBC
327
J.W. Burns & Co
New York
$219K – – –
LC
328
Landaas & Company
Wisconsin
$218K +$862 +12 +0.4%
RPC
329
Rossmore Private Capital
Connecticut
$217K +$2.15K +30 +1%
SIAP
330
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$215K – – –
RDFA
331
Ritter Daniher Financial Advisory
Ohio
$215K – – –
DI
332
DDFG Inc
California
$214K +$214K +2,988 New
G
333
GenTrust
Florida
$213K -$12.9K -180 -6%
GA
334
Goldstein Advisors
Wisconsin
$212K +$212K +2,957 New
Bessemer Group
335
Bessemer Group
New Jersey
$210K – – –
SPAS
336
Spectrum Planning & Advisory Services
California
$210K -$52.5K -731 -20%
PFS
337
Prospera Financial Services
Texas
$209K -$120K -1,675 -36%
ACA
338
Atlas Capital Advisors
Wyoming
$209K – – –
CA
339
Continuum Advisory
Idaho
$208K -$13.4K -186 -6%
SFA
340
Sequoia Financial Advisors
Ohio
$205K -$42.3K -589 -17%
JFA
341
JNBA Financial Advisors
Minnesota
$202K -$49.7K -693 -20%
JC
342
JB Capital
Connecticut
$200K +$200K +2,790 New
ST
343
Smithfield Trust
Pennsylvania
$194K -$6.79K -94 -3%
SWM
344
Sugarloaf Wealth Management
Georgia
$180K – – –
HR
345
Howe & Rusling
New York
$155K – – –
OLVIG
346
Oliver Lagore Vanvalin Investment Group
Michigan
$155K -$46.2K -644 -23%
GWM
347
Geneos Wealth Management
Colorado
$152K -$1.44K -20 -0.9%
CAL
348
Capital Analysts LLC
Pennsylvania
$151K +$5.8K +81 +4%
SWM
349
Spire Wealth Management
Virginia
$149K +$35.7K +497 +31%
IA
350
IFP Advisors
Florida
$148K -$3.39M -33,133 -96%
12 13
14
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