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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.

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 Market Value Shares Shares
Change 		Shares
Change %
FT
26
Fiduciary Trust
Massachusetts
$10.7M 149,274 -460 -0.3%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$10.3M 142,960 -21,540 -13%
AAS
28
Ameritas Advisory Services
Nebraska
$10.2M 141,666 -2,276 -2%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$9.6M 133,754 +3,563 +3%
MCM
30
Manchester Capital Management
Vermont
$9.57M 133,318 +25,766 +24%
FF
31
Francis Financial
$8.8M 122,647 +2,973 +2%
HIF
32
Hill Island Financial
Michigan
$8.25M 114,932 -23,181 -17%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$8.23M 114,637 +78,031 +213%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$8.21M 114,414 -109,960 -49%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$7.86M 109,415 +9,369 +9%
MWM
36
Mascoma Wealth Management
New Hampshire
$7.84M 109,141 +1,252 +1%
FHA
37
First Horizon Advisors
Tennessee
$6.72M 93,617 -1,037 -1%
GAM
38
Gemmer Asset Management
California
$6.48M 90,315 -833 -0.9%
SAG
39
SageView Advisory Group
California
$6.24M 86,898 +86,898 New
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$6.03M 83,884 +10,077 +14%
ASN
41
Advisory Services Network
Georgia
$5.86M 81,608 -13,515 -14%
AWS
42
Atria Wealth Solutions
New York
$5.25M 73,174 +3,053 +4%
Cerity Partners
43
Cerity Partners
New York
$5.09M 70,942 -219,116 -76%
SWA
44
SOA Wealth Advisors
New York
$5.02M 69,934 -1,148 -2%
BWM
45
Baystate Wealth Management
Massachusetts
$5M 69,615 +6,206 +10%
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$4.92M 68,555 -5,537 -7%
SHJ
47
Sharkey, Howes & Javer
Colorado
$4.89M 68,124 -11,778 -15%
GI
48
Gradient Investments
Minnesota
$4.64M 64,638 -14,784 -19%
SPIA
49
Strategic Point Investment Advisors
Rhode Island
$4.63M 64,438 +538 +0.8%
OWA
50
One Wealth Advisors
California
$4.57M 63,695 +1,114 +2%
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