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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.

Holders
450
Holders Change
-9
Holders Change %
-1.96%
% of All Funds
7.18%
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
S
1
Syntrinsic
Colorado
$64.5M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$53.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$90.5M
4
AAS
4
Ameritas Advisory Services
Nebraska
$10.4M
5
LPL Financial
5
LPL Financial
California
$56.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$176M
2
Cerity Partners
2
Cerity Partners
New York
$1.74M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$20.2M
4
GM
4
GeoWealth Management
Illinois
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$30.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$11.7M 143,588 +1,433 +1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$11.5M 141,634 +1,147 +0.8%
FF
28
Francis Financial
$11.1M 136,183 +1,467 +1%
MML Investors Services
29
MML Investors Services
Massachusetts
$11.1M 135,902 -8,174 -6%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$10.6M 129,714 -1,455 -1%
AAS
31
Ameritas Advisory Services
Nebraska
$10.4M 127,151 +127,151 New
MCM
32
Manchester Capital Management
Vermont
$8.97M 110,164 – –
HIF
33
Hill Island Financial
Michigan
$8.85M 108,667 -498 -0.5%
GAM
34
Gemmer Asset Management
California
$8.61M 105,767 +2,401 +2%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$8.14M 99,988 +90,051 +906%
ASN
36
Advisory Services Network
Georgia
$7.98M 98,063 +32,162 +49%
MWM
37
Mascoma Wealth Management
New Hampshire
$7.94M 97,501 -5,531 -5%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$7.47M 91,787 -7,879 -8%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$7.03M 86,413 -9,989 -10%
FHA
40
First Horizon Advisors
Tennessee
$6.99M 85,849 -3,989 -4%
SAG
41
SageView Advisory Group
California
$6.38M 78,396 -2,242 -3%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$6.35M 78,025 +772 +1%
CL
43
Choreo LLC
Illinois
$6.01M 73,494 +5,279 +8%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$6M 73,600 +8,556 +13%
AWS
45
Atria Wealth Solutions
New York
$5.93M 72,597 -6,657 -8%
PI
46
PFG Investments
New York
$5.75M 70,637 -1,207 -2%
Comerica Bank
47
Comerica Bank
Texas
$5.59M 68,640 +68,640 New
TAM
48
Trillium Asset Management
Massachusetts
$5.46M 67,130 +15,657 +30%
BWM
49
Baystate Wealth Management
Massachusetts
$5.27M 64,781 +268 +0.4%
SPIA
50
Strategic Point Investment Advisors
Rhode Island
$5.25M 64,533 +1,445 +2%
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