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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

422 hedge funds and large institutions have $1.88B invested in iShares MSCI KLD 400 Social ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
7.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
39
Increased
184
Reduced
98
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$246M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$55.4M
3
Bank of America
3
Bank of America
North Carolina
$150M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$33M
5
Wells Fargo
5
Wells Fargo
California
$26.5M

Top Sellers

1
OCM
1
One Capital Management
California
$2.23M
2
WA
2
Win Advisors
Florida
$66K
3
Ameriprise
3
Ameriprise
Minnesota
$53M
4
BF
4
Brooklyn FI
New York
$492K
5
PG
5
Prostatis Group
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
376
Win Advisors
Florida
$66K -$18.5M -253,924 -100%
PTC
377
Private Trust Company
Ohio
$58K +$58K +800 New
HI
378
Hudock Inc
Pennsylvania
$53K +$213 +3 +0.4%
MFT
379
Moisand Fitzgerald Tamayo
Florida
$47K – – –
ATC
380
Adirondack Trust Company
New York
$47K – – –
WFA
381
Wells Financial Advisors
Massachusetts
$44K +$4.16K +58 +10%
GWANC
382
Guardian Wealth Advisors (North Carolina)
North Carolina
$44K +$44K +614 New
KTC
383
Kistler-Tiffany Companies
Pennsylvania
$43K – – –
CWA
384
Clearview Wealth Advisors
Oregon
$43K +$37.5K +524 +681%
ZIG
385
Zullo Investment Group
Pennsylvania
$42K – – –
Qube Research & Technologies (QRT)
386
Qube Research & Technologies (QRT)
United Kingdom
$39K +$39K +544 New
BONH
387
Bank of New Hampshire
New Hampshire
$37K – – –
BCPWM
388
Bradley & Co Private Wealth Management
Florida
$36K – – –
TWA
389
TCI Wealth Advisors
Arizona
$36K +$36K +502 New
MIFH
390
Migdal Insurance & Financial Holdings
Israel
$34K – – –
SSB
391
Sandy Spring Bank
Maryland
$33K – – –
FP
392
Financial Perspectives
Minnesota
$32.9K +$9.27K +129 +39%
BA
393
Ballast Advisors
Minnesota
$32K – – –
PAIM
394
Punch & Associates Investment Management
Minnesota
$29K -$2.54K -35 -8%
BWP
395
Baldwin Wealth Partners
Massachusetts
$29K – – –
TWC
396
TD Waterhouse Canada
Ontario, Canada
$21.5K – – –
DWA
397
Dougherty Wealth Advisers
Minnesota
$20K – – –
PA
398
PSI Advisors
Florida
$18K -$359 -5 -2%
FFA
399
Fairfield Financial Advisors
Massachusetts
$16.5K – – –
DWMG
400
DB Wealth Management Group
California
$15K -$3.09K -42 -17%
14 15
16
17 18