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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

450 hedge funds and large institutions have $2.1B invested in iShares MSCI KLD 400 Social ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 171 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-9
Holders Change %
-1.96%
% of All Funds
7.17%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
29
Increased
118
Reduced
171
Closed
30
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$25K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$90.5M
2
AAS
Ameritas Advisory Services
Nebraska
$10.4M
3
LPL Financial
LPL Financial
California
$56.4M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$8.14M
5
Morgan Stanley
Morgan Stanley
New York
$366M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$176M
2
Cerity Partners
Cerity Partners
New York
$1.74M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$20.2M
4
GM
GeoWealth Management
Illinois
$0
5
Goldman Sachs
Goldman Sachs
New York
$30.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
426
Hollencrest Capital Management
California
$18.1K – – –
HF
427
Halpern Financial
Virginia
$17.9K +$17.9K +220 New
FMII
428
Farmers & Merchants Investments Inc
Nebraska
$17.3K +$17.3K +212 New
APC
429
Aspire Private Capital
North Carolina
$16.1K -$1.3K -16 -7%
FIA
430
FNY Investment Advisers
New York
$16K +$16K +200 New
GFPC
431
Global Financial Private Client
Florida
$15.6K – – –
DWMG
432
DB Wealth Management Group
California
$13.5K – – –
KFS
433
Kelly Financial Services
Massachusetts
$12.6K -$734 -9 -6%
SCA
434
Stonebridge Capital Advisors
Minnesota
$12.2K – – –
TFA
435
Toth Financial Advisory
Virginia
$11.8K – – –
CTC
436
Central Trust Company
Missouri
$11.7K – – –
BA
437
Ballast Advisors
Minnesota
$11.2K – – –
EWM
438
Evermay Wealth Management
Virginia
$10.6K – – –
EBA
439
Eagle Bay Advisors
New York
$10K – – –
RIA
440
Realta Investment Advisors
Delaware
$8.65K – – –
CPG
441
Cornerstone Planning Group
New Jersey
$4.56K -$4.64K -57 -50%
BC
442
Barrett & Company
Rhode Island
$4.56K – – –
PA
443
Parallel Advisors
California
$4.07K – – –
ADL
444
Asset Dedication LLC
California
$4K – – –
TIM
445
Tortoise Investment Management
New York
$3.66K – – –
HCP
446
Hexagon Capital Partners
Arkansas
$3.26K – – –
MIM
447
Macroview Investment Management
Maryland
$3.18K – – –
BWS
448
Buck Wealth Strategies
Colorado
$3.18K +$3.18K +39 New
PPWM
449
PFG Private Wealth Management
Florida
$2.2K – – –
FCA
450
FinTrust Capital Advisors
South Carolina
$1.95K +$1.95K +24 New
16 17
18
19 20