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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 %
ME
351
McIlrath & Eck
Washington
$123K +$123K +1,839 New
FWM
352
Focused Wealth Management
New York
$119K +$269 +4 +0.2%
AWM
353
AllSquare Wealth Management
New York
$118K +$22.4K +336 +23%
ACA
354
Aptus Capital Advisors
Alabama
$115K – – –
SWM
355
Spire Wealth Management
Virginia
$106K -$1.28M -19,101 -92%
GRP
356
Global Retirement Partners
California
$96K +$17.4K +241 +22%
FF
357
FourThought Financial
Florida
$91K – – –
TCM
358
TD Capital Management
Tennessee
$89K +$89K +1,324 New
NF
359
Norwood Financial
Pennsylvania
$87K – – –
BWA
360
BDO Wealth Advisors
Florida
$84K – – –
MCC
361
Money Concepts Capital
Florida
$81K – – –
AA
362
Ancora Advisors
Ohio
$77K – – –
RA
363
Rise Advisors
New York
$74K +$333 +5 +0.5%
MAWCM
364
Mine & Arao Wealth Creation & Management
California
$73K – – –
HNB
365
Huntington National Bank
Ohio
$73K -$79K – –
PP
366
PrairieView Partners
Minnesota
$69K – – –
MPCG
367
Matrix Private Capital Group
New York
$68K – – –
EWM
368
EPG Wealth Management
Georgia
$67K +$67K +1,000 New
WA
369
Win Advisors
Florida
$61K – – –
Qube Research & Technologies (QRT)
370
Qube Research & Technologies (QRT)
United Kingdom
$60K +$23.7K +355 +65%
PTC
371
Private Trust Company
Ohio
$54K – – –
HI
372
Hudock Inc
Pennsylvania
$50K +$200 +3 +0.4%
CWA
373
Clearview Wealth Advisors
Oregon
$48K +$7.93K +119 +20%
ACM
374
Absolute Capital Management
Pennsylvania
$44.7K +$44.7K +666 New
ATC
375
Adirondack Trust Company
New York
$44K – – –
13 14
15
16 17