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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 %
FT
26
Fiduciary Trust
Massachusetts
$10M 149,734 +1,392 +0.9%
AAS
27
Ameritas Advisory Services
Nebraska
$9.64M 143,942 -4,742 -3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$9.33M 139,305 -99,290 -42%
HIF
29
Hill Island Financial
Michigan
$9.25M 138,113 +791 +0.6%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$8.72M 130,191 -11,472 -8%
PAG
31
Private Advisor Group
New Jersey
$8.2M 122,456 -765 -0.6%
FF
32
Francis Financial
$8.02M 119,674 +21,911 +22%
MWM
33
Mascoma Wealth Management
New Hampshire
$7.23M 107,889 +5,636 +6%
MCM
34
Manchester Capital Management
Vermont
$7.2M 107,552 +10,525 +11%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$6.7M 100,046 +27,420 +38%
ASN
36
Advisory Services Network
Georgia
$6.37M 95,123 -18,948 -17%
FHA
37
First Horizon Advisors
Tennessee
$6.34M 94,654 +545 +0.6%
GAM
38
Gemmer Asset Management
California
$6.1M 91,148 -4,737 -5%
SHJ
39
Sharkey, Howes & Javer
Colorado
$5.35M 79,902 +16,303 +26%
GI
40
Gradient Investments
Minnesota
$5.32M 79,422 -56,450 -42%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$4.97M 73,807 -22,933 -24%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$4.96M 74,092 +13,531 +22%
SWA
43
SOA Wealth Advisors
New York
$4.76M 71,082 +2,721 +4%
AWS
44
Atria Wealth Solutions
New York
$4.7M 70,121 -3,604 -5%
LWP
45
Laurel Wealth Planning
Minnesota
$4.48M 66,905 -1,139 -2%
SPIA
46
Strategic Point Investment Advisors
Rhode Island
$4.28M 63,900 +440 +0.7%
BWM
47
Baystate Wealth Management
Massachusetts
$4.25M 63,409 +1,709 +3%
OWA
48
One Wealth Advisors
California
$4.19M 62,581 +4,864 +8%
JFGIW
49
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.07M 57,296 -16,986 -23%
TAM
50
Trillium Asset Management
Massachusetts
$4.05M 60,401 +14,449 +31%
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