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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 %
MFT
376
Moisand Fitzgerald Tamayo
Florida
$42K -$861 -13 -2%
GWANC
377
Guardian Wealth Advisors (North Carolina)
North Carolina
$41K – – –
KTC
378
Kistler-Tiffany Companies
Pennsylvania
$40K – – –
ZIG
379
Zullo Investment Group
Pennsylvania
$39K – – –
BBHC
380
Brown Brothers Harriman & Co
New York
$38K +$38K +572 New
VCM
381
Vigilant Capital Management
Maine
$37K +$37K +550 New
BCPWM
382
Bradley & Co Private Wealth Management
Florida
$34K – – –
BONH
383
Bank of New Hampshire
New Hampshire
$34K – – –
WFA
384
Wells Financial Advisors
Massachusetts
$32K -$9.02K -135 -22%
MIFH
385
Migdal Insurance & Financial Holdings
Israel
$32K – – –
SSB
386
Sandy Spring Bank
Maryland
$31K – – –
FP
387
Financial Perspectives
Minnesota
$30.8K +$134 +2 +0.4%
BWP
388
Baldwin Wealth Partners
Massachusetts
$27K – – –
TWC
389
TD Waterhouse Canada
Ontario, Canada
$20.3K – – –
DWA
390
Dougherty Wealth Advisers
Minnesota
$18K – – –
PA
391
PSI Advisors
Florida
$17K +$67 +1 +0.4%
FFA
392
Fairfield Financial Advisors
Massachusetts
$15.4K – – –
DWMG
393
DB Wealth Management Group
California
$14K – – –
EIP
394
Ellis Investment Partners
Pennsylvania
$14K +$63 +1 +0.5%
GFPC
395
Global Financial Private Client
Florida
$13.9K +$4.66K +68 +50%
KFS
396
Kelly Financial Services
Massachusetts
$10.1K +$67 +1 +0.7%
IF
397
Integrity Financial
Wyoming
$10K – – –
CTC
398
Central Trust Company
Missouri
$10K – – –
CAAS
399
Capital Asset Advisory Services
Michigan
$10K +$207 +3 +2%
PMFA
400
Plante Moran Financial Advisors
Michigan
$10K +$10K +150 New
14 15
16
17 18