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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 %
BA
401
Ballast Advisors
Minnesota
$9K -$20.6K -313 -70%
IAMOG
402
Investors Asset Management of Georgia
Georgia
$9K – – –
EWM
403
Evermay Wealth Management
Virginia
$9K – – –
EBA
404
Eagle Bay Advisors
New York
$8K – – –
PA
405
Parallel Advisors
California
$7K +$3.47K +49 +98%
ADL
406
Asset Dedication LLC
California
$7K +$7K +94 New
RIA
407
Realta Investment Advisors
Delaware
$7K +$7K +102 New
RG
408
Retirement Group
California
$6K -$119K -1,789 -95%
TIM
409
Tortoise Investment Management
New York
$6K +$495 +8 +9%
BC
410
Barrett & Company
Rhode Island
$4.02K +$4.02K +56 New
Bank of Montreal
411
Bank of Montreal
Ontario, Canada
$3.43K +$188 +2,600 +6%
MIM
412
Macroview Investment Management
Maryland
$3K – – –
HCP
413
Hexagon Capital Partners
Arkansas
$3K – – –
PPWM
414
PFG Private Wealth Management
Florida
$2K – – –
NFSG
415
Newbridge Financial Services Group
Florida
$2K – – –
BTI
416
Blue Trust Inc
Georgia
$1K – – –
PWP
417
Principle Wealth Partners
Connecticut
$555 – – –
WIM
418
Westside Investment Management
California
$103 – – –
FCH
419
Freestone Capital Holdings
Washington
– -$3.36M -46,788 Closed
Citadel Advisors
420
Citadel Advisors
Florida
– -$3.26M -45,378 Closed
Wealth Enhancement Advisory Services
421
Wealth Enhancement Advisory Services
Minnesota
– -$2.64M -35,548 Closed
MWM
422
Meridian Wealth Management
Kentucky
– -$860K -11,967 Closed
DIA
423
Dana Investment Advisors
Wisconsin
– -$777K -10,809 Closed
D
424
Dentgroup
Louisiana
– -$484K -6,725 Closed
FIA
425
Foundations Investment Advisors
Arizona
– -$379K -5,185 Closed
14 15 16
17
18