DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

422 hedge funds and large institutions have $1.88B invested in iShares MSCI KLD 400 Social ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 31 closing their positions.

Holders
422
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
7.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
39
Increased
184
Reduced
98
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$246M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$55.4M
3
Bank of America
3
Bank of America
North Carolina
$150M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$33M
5
Wells Fargo
5
Wells Fargo
California
$26.5M

Top Sellers

1
OCM
1
One Capital Management
California
$2.23M
2
WA
2
Win Advisors
Florida
$66K
3
Ameriprise
3
Ameriprise
Minnesota
$53M
4
BF
4
Brooklyn FI
New York
$492K
5
PG
5
Prostatis Group
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$4.08M 56,771 +34,180 +151%
FAFN
52
First Affirmative Financial Network
Colorado
$3.94M 54,845 -330 -0.6%
Stifel Financial
53
Stifel Financial
Missouri
$3.87M 53,770 +12,161 +29%
GA
54
Geller Advisors
New York
$3.86M 53,727 +1,467 +3%
MMA
55
Miracle Mile Advisors
California
$3.75M 52,145 +5,798 +13%
IA
56
IFP Advisors
Florida
$3.53M 34,580 – –
FCH
57
Freestone Capital Holdings
Washington
$3.36M 46,788 – –
TAM
58
Trillium Asset Management
Massachusetts
$3.32M 45,952 +10,130 +28%
CCM
59
Cribstone Capital Management
Maine
$3.31M 45,965 +1,595 +4%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$3.29M 45,804 -72 -0.2%
Citadel Advisors
61
Citadel Advisors
Florida
$3.26M 45,378 +37,873 +505%
HighTower Advisors
62
HighTower Advisors
Illinois
$3.23M 44,936 -4,004 -8%
LGWM
63
Litman Gregory Wealth Management
California
$3.21M 44,689 +4,989 +13%
TAIM
64
TD Ameritrade Investment Management
Nebraska
$3.17M 44,133 +7,159 +19%
AI
65
Accredited Investors
Minnesota
$3.17M 44,026 +5,639 +15%
RJA
66
Raymond James & Associates
Florida
$3.04M 42,277 -47,368 -53%
CT
67
Columbia Trust
Oregon
$3.02M 42,016 +1,200 +3%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$2.98M 41,465 -742 -2%
BWM
69
BigSur Wealth Management
Florida
$2.88M 40,000 – –
CWM
70
Cranbrook Wealth Management
Michigan
$2.83M 39,422 +1,136 +3%
LNC
71
Lincoln National Corp
Pennsylvania
$2.8M 38,881 +14,524 +60%
BCI
72
Brinker Capital Investments
Pennsylvania
$2.79M 38,794 +1,630 +4%
BC
73
Brio Consultants
California
$2.75M 38,184 +2,971 +8%
MSWMA
74
Market Street Wealth Management Advisors
Indiana
$2.74M 38,064 +28,088 +282%
CWP
75
Concord Wealth Partners
Virginia
$2.71M 37,718 +3,739 +11%
1 2
3
4 5