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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 %
USCWA
401
U.S. Capital Wealth Advisors
Texas
$21K +$21K +293 New
CWA
402
Clearview Wealth Advisors
Oregon
$20.2K -$31.7K -440 -61%
DWA
403
Dougherty Wealth Advisers
Minnesota
$19.7K – – –
Qube Research & Technologies (QRT)
404
Qube Research & Technologies (QRT)
United Kingdom
$18.3K -$46.2K -644 -72%
PA
405
PSI Advisors
Florida
$18.1K – – –
APC
406
Aspire Private Capital
North Carolina
$17.4K +$17.4K +242 New
FFA
407
Fairfield Financial Advisors
Massachusetts
$16.5K – – –
HCM
408
Hollencrest Capital Management
California
$15.9K +$15.9K +222 New
DWMG
409
DB Wealth Management Group
California
$14.6K – – –
GFPC
410
Global Financial Private Client
Florida
$14.6K – – –
IGWM
411
ICA Group Wealth Management
Colorado
$14.6K +$14.6K +203 New
PA
412
Parallel Advisors
California
$14.5K +$7.4K +103 +104%
WFA
413
Wells Financial Advisors
Massachusetts
$13.2K -$21.2K -295 -62%
CFO
414
CVA Family Office
Colorado
$11.3K +$11.3K +158 New
KFS
415
Kelly Financial Services
Massachusetts
$11.2K +$429 +6 +4%
PFC
416
Phocas Financial Corp
California
$10.8K +$10.8K +150 New
IF
417
Integrity Financial
Wyoming
$10.8K – – –
CTC
418
Central Trust Company
Missouri
$10.3K – – –
BA
419
Ballast Advisors
Minnesota
$9.84K – – –
EWM
420
Evermay Wealth Management
Virginia
$9.33K – – –
EBA
421
Eagle Bay Advisors
New York
$8.83K – – –
RIA
422
Realta Investment Advisors
Delaware
$7.34K – – –
ADL
423
Asset Dedication LLC
California
$7K – – –
TIM
424
Tortoise Investment Management
New York
$6.96K – – –
NHT
425
New Hampshire Trust
New Hampshire
$6.61K +$6.61K +92 New
15 16
17
18 19