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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

492 hedge funds and large institutions have $2.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 198 increasing their positions, 133 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+42
Holders Change %
+9.33%
% of All Funds
7.21%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
61
Increased
198
Reduced
133
Closed
13
Calls
$273K
Puts
–
Net Calls
+$273K
Net Calls Change
+$281K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$820M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$222M
3
Cerity Partners
Cerity Partners
New York
$24.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$152M
5
Wells Fargo
Wells Fargo
California
$30.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$26.4M
2
DF
Dunhill Financial
United Kingdom
$17.8M
3
Osaic Holdings
Osaic Holdings
Arizona
$34.5M
4
AAS
Ameritas Advisory Services
Nebraska
$8.22M
5
UBS Group
UBS Group
Switzerland
$46.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFMG
326
Sage Financial Management Group
Virginia
$342K – – –
AC
327
Abbrea Capital
California
$340K – – –
BFG
328
Buttonwood Financial Group
Missouri
$339K – – –
WHCI
329
W.H. Cornerstone Investments
Massachusetts
$334K +$2.46K +27 +0.7%
GWA
330
GGM Wealth Advisors
Maryland
$334K +$30.9K +330 +10%
KPWG
331
KFA Private Wealth Group
Virginia
$331K +$1.73K +19 +0.5%
JIC
332
Johnson Investment Counsel
Ohio
$319K – – –
FTWA
333
Fifth Third Wealth Advisors
Ohio
$319K +$319K +3,500 New
WA
334
WBH Advisory
Maryland
$319K +$319K +3,499 New
MWM
335
Meridian Wealth Management
Kentucky
$311K +$311K +3,447 New
PG
336
Prostatis Group
Maryland
$308K -$19.6K -215 -6%
LRIA
337
Leonard Rickey Investment Advisors
Washington
$308K -$14.6K -160 -5%
AWA
338
Arkadios Wealth Advisors
Georgia
$305K +$455 +5 +0.1%
PO
339
Private Ocean
California
$300K -$9.56K -105 -3%
MIA
340
Milestone Investment Advisors
Wisconsin
$300K -$13.5K -148 -4%
HWA
341
Hilltop Wealth Advisors
North Carolina
$298K – – –
CFD
342
Creative Financial Designs
Indiana
$297K -$2.64K -29 -0.9%
BFG
343
Beacon Financial Group
Texas
$296K +$296K +3,255 New
DI
344
DDFG Inc
California
$296K +$5.28K +58 +2%
FFA
345
First Foundation Advisors
California
$294K -$81K -890 -22%
MFG
346
Merit Financial Group
Georgia
$292K – – –
GA
347
Goldstein Advisors
Wisconsin
$291K -$29.7K -326 -9%
RPC
348
Rossmore Private Capital
Connecticut
$290K +$4.1K +45 +1%
SPAS
349
Spectrum Planning & Advisory Services
California
$290K +$290K +3,183 New
M
350
MYeCFO
California
$288K +$59.2K +650 +26%
12 13
14
15 16