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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.

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 Market Value Shares Shares
Change 		Shares
Change %
MC
426
Miramar Capital
Illinois
– – -5,180 Closed
BA
427
Bridgewater Advisors
New York
– – -4,996 Closed
WB
428
WesBanco Bank
West Virginia
– – -4,707 Closed
WDL
429
Well Done LLC
Michigan
– – -4,703 Closed
EWA
430
EP Wealth Advisors
California
– – -4,334 Closed
FZCM
431
Flynn Zito Capital Management
New York
– – -3,375 Closed
CFS
432
CRA Financial Services
New Jersey
– – -3,234 Closed
PFO
433
Pathstone Family Office
New Jersey
– – -3,233 Closed
AMM
434
American Money Management
California
– – -3,220 Closed
AWM
435
Affinity Wealth Management
Delaware
– – -2,960 Closed
CAN
436
Claraphi Advisory Network
United States
– – -2,879 Closed
WAOTB
437
Wealth Advisors of Tampa Bay
Florida
– – -2,870 Closed
ZAM
438
Zevin Asset Management
Massachusetts
– – -2,850 Closed
PPW
439
Parcion Private Wealth
Washington
– – -2,758 Closed
BAM
440
Belpointe Asset Management
Nevada
– – -1,425 Closed
AW
441
ACG Wealth
Georgia
– – -1,141 Closed
TWA
442
TCI Wealth Advisors
Arizona
– – -502 Closed
PAIM
443
Punch & Associates Investment Management
Minnesota
– – -400 Closed
FMP
444
Financial Management Professionals
Texas
– – -207 Closed
VRM
445
Vectors Research Management
New York
– – -150 Closed
NL
446
NVWM LLC
Pennsylvania
– – -66 Closed
LDFR
447
Lehman & Derafelo Financial Resources
Pennsylvania
– – -55 Closed
JPLA
448
Joseph P. Lucia & Associates
New York
– – -30 Closed
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