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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

492 hedge funds and large institutions have $2.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 198 increasing their positions, 133 reducing their positions, and 13 closing their positions.

Holders
492
Holders Change
+42
Holders Change %
+9.33%
% of All Funds
7.21%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
61
Increased
198
Reduced
133
Closed
13
Calls
$273K
Puts
–
Net Calls
+$273K
Net Calls Change
+$281K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$820M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$222M
3
Cerity Partners
3
Cerity Partners
New York
$24.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$152M
5
Wells Fargo
5
Wells Fargo
California
$30.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$26.4M
2
DF
2
Dunhill Financial
United Kingdom
$17.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$34.5M
4
AAS
4
Ameritas Advisory Services
Nebraska
$8.22M
5
TA
5
Trellis Advisors
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$14.5M 158,727 +17,093 +12%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$14.4M 158,574 +5,237 +3%
MML Investors Services
28
MML Investors Services
Massachusetts
$13.8M 151,820 +15,918 +12%
FT
29
Fiduciary Trust
Massachusetts
$13.5M 148,002 +853 +0.6%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$12.4M 136,349 +6,635 +5%
FF
31
Francis Financial
$12.3M 135,561 -622 -0.5%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$11.9M 130,632 +30,644 +31%
PAG
33
Private Advisor Group
New Jersey
$11.6M 127,880 -15,708 -11%
MCM
34
Manchester Capital Management
Vermont
$11.2M 123,261 +13,097 +12%
BlackRock
35
BlackRock
New York
$10.1M 111,333 +102,889 +1,218%
HIF
36
Hill Island Financial
Michigan
$9.67M 106,196 -2,471 -2%
GAM
37
Gemmer Asset Management
California
$9.6M 105,489 -278 -0.3%
ASN
38
Advisory Services Network
Georgia
$8.92M 98,018 -45 -0%
MWM
39
Mascoma Wealth Management
New Hampshire
$8.9M 97,731 +230 +0.2%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$8.62M 94,704 +8,291 +10%
AAS
41
Ameritas Advisory Services
Nebraska
$8.22M 90,307 -36,844 -29%
SAG
42
SageView Advisory Group
California
$8.03M 84,925 +6,529 +8%
FHA
43
First Horizon Advisors
Tennessee
$7.86M 86,340 +491 +0.6%
HighTower Advisors
44
HighTower Advisors
Illinois
$7.86M 86,259 +36,007 +72%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$7.76M 85,263 -6,524 -7%
AWS
46
Atria Wealth Solutions
New York
$7.59M 83,368 +10,771 +15%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$7.12M 78,248 +4,648 +6%
PI
48
PFG Investments
New York
$6.8M 74,715 +4,078 +6%
CL
49
Choreo LLC
Illinois
$6.63M 72,854 -640 -0.9%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$6.33M 69,469 +10,459 +18%
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