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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 %
BC
426
Barrett & Company
Rhode Island
$4.02K – – –
FCA
427
Fortis Capital Advisors
Kansas
$4.02K +$4.02K +56 New
HCP
428
Hexagon Capital Partners
Arkansas
$2.87K – – –
MIM
429
Macroview Investment Management
Maryland
$2.8K – – –
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$2.8K +$2.8K +39 New
NFSG
431
Newbridge Financial Services Group
Florida
$2.46K – – –
PPWM
432
PFG Private Wealth Management
Florida
$2K – – –
BC
433
Burleson & Co
California
$1.22K +$1.22K +17 New
BTI
434
Blue Trust Inc
Georgia
$1K – – –
CIBC Private Wealth Group
435
CIBC Private Wealth Group
Georgia
$780 – – –
MHR
436
Matthew Hamilton Rosenberg
$144 +$144 +2 New
WIM
437
Westside Investment Management
California
$111 – – –
EAM
438
Erste Asset Management
Austria
– -$1.85M -27,631 Closed
Bank Julius Baer & Co
439
Bank Julius Baer & Co
Switzerland
– -$752K -11,233 Closed
WWA
440
WCG Wealth Advisors
Nevada
– -$742K -11,074 Closed
EFG
441
Erickson Financial Group
Pennsylvania
– -$681K -10,173 Closed
ACG
442
Allen Capital Group
Nebraska
– -$528K -7,886 Closed
CAM
443
Cresset Asset Management
Illinois
– -$432K -6,444 Closed
Members Trust
444
Members Trust
Florida
– -$371K -5,535 Closed
KCM
445
Karp Capital Management
California
– -$347K -5,184 Closed
I
446
IMPACTfolio
Colorado
– -$305K -4,561 Closed
BFG
447
Beacon Financial Group
Texas
– -$279K -4,101 Closed
MWM
448
Mission Wealth Management
California
– -$258K -3,850 Closed
PIA
449
Perennial Investment Advisors
California
– -$204K -3,039 Closed
YIH
450
Y-Intercept (HK)
Hong Kong
– -$203K -3,032 Closed
15 16 17
18
19