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iShares MSCI KLD 400 Social ETF
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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 %
BTI
451
Blue Trust Inc
Georgia
$1K – – –
GM
452
GeoWealth Management
Illinois
– -$3.01M -35,753 Closed
TAIM
453
TD Ameritrade Investment Management
Nebraska
– -$2.29M -27,228 Closed
EAM
454
Erste Asset Management
Austria
– -$2.19M -26,319 Closed
FTUS
455
Flow Traders U.S.
New York
– -$2M -23,732 Closed
Susquehanna International Group
456
Susquehanna International Group
Pennsylvania
– -$1.53M -18,143 Closed
Jane Street
457
Jane Street
New York
– -$1.28M -15,221 Closed
EBT
458
Enterprise Bank & Trust
Massachusetts
– -$1.01M -11,990 Closed
Wolverine Trading
459
Wolverine Trading
Illinois
– -$692K -8,322 Closed
BCM
460
BlueCrest Capital Management
Jersey
– -$693K -8,235 Closed
MG
461
Mather Group
Illinois
– -$662K -7,859 Closed
OWM
462
Opes Wealth Management
California
– -$618K -7,344 Closed
DIA
463
Dana Investment Advisors
Wisconsin
– -$567K -6,734 Closed
BW
464
BIP Wealth
Georgia
– -$378K -4,490 Closed
SHWM
465
Smith & Howard Wealth Management
Georgia
– -$295K -3,505 Closed
SPAS
466
Spectrum Planning & Advisory Services
California
– -$288K -3,408 Closed
BG
467
Bahl & Gaynor
Ohio
– -$278K -3,298 Closed
GCP
468
GSA Capital Partners
United Kingdom
– -$259K -3,082 Closed
NAM
469
NorthCrest Asset Manangement
Minnesota
– -$255K -3,033 Closed
BFG
470
Baron Financial Group
New Jersey
– -$213K -2,525 Closed
JC
471
JB Capital
Connecticut
– -$210K -2,494 Closed
BA
472
Bristlecone Advisors
Washington
– -$206K -2,443 Closed
ZAM
473
Zevin Asset Management
Massachusetts
– -$205K -2,437 Closed
CFS
474
CRA Financial Services
New Jersey
– -$203K -2,408 Closed
CWA
475
Carolina Wealth Advisors
South Carolina
– -$118K -1,406 Closed
16 17 18
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