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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 %
CPG
351
Cornerstone Planning Group
New Jersey
$147K +$147K +2,015 New
CS
352
Credit Suisse
Switzerland
$146K +$5.24K +73 +4%
AC
353
AlphaCore Capital
California
$142K +$142K +1,975 New
ACA
354
Aptus Capital Advisors
Alabama
$140K +$16.7K +232 +14%
FDCDDQ
355
Federation des caisses Desjardins du Quebec
Quebec, Canada
$136K – – –
CT
356
Clearstead Trust
Maine
$135K – – –
AF
357
Affiance Financial
Minnesota
$134K – – –
CA
358
Clearstead Advisors
Ohio
$133K – – –
4FG
359
4Thought Financial Group
New York
$133K -$2.94K -41 -2%
AWM
360
AllSquare Wealth Management
New York
$127K – – –
FWM
361
Focused Wealth Management
New York
$123K -$4.16K -58 -3%
GRP
362
Global Retirement Partners
California
$96.1K +$503 +7 +0.5%
TCM
363
TD Capital Management
Tennessee
$95.3K +$287 +4 +0.3%
NF
364
Norwood Financial
Pennsylvania
$93.3K – – –
BWA
365
BDO Wealth Advisors
Florida
$90.5K – – –
PAI
366
Pittenger & Anderson Inc
Nebraska
$88.7K -$66K -920 -43%
AA
367
Ancora Advisors
Ohio
$83K – – –
EWA
368
EverSource Wealth Advisors
Alabama
$81.5K -$222K -3,086 -73%
RA
369
Rise Advisors
New York
$80K +$287 +4 +0.4%
BAM
370
Belpointe Asset Management
Nevada
$79.6K +$79.6K +1,109 New
HNB
371
Huntington National Bank
Ohio
$78.5K -$73K – –
FWP
372
FAS Wealth Partners
Kansas
$74.2K -$95.7K -1,333 -56%
PP
373
PrairieView Partners
Minnesota
$74K – – –
MPCG
374
Matrix Private Capital Group
New York
$73.4K – – –
EWM
375
EPG Wealth Management
Georgia
$71.8K – – –
13 14
15
16 17