DSI icon

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 %
MMA
51
Miracle Mile Advisors
California
$3.54M 52,804 +659 +1%
FAFN
52
First Affirmative Financial Network
Colorado
$3.53M 52,758 -2,087 -4%
IA
53
IFP Advisors
Florida
$3.53M 34,580 – –
GA
54
Geller Advisors
New York
$3.49M 52,047 -1,680 -3%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$3.21M 47,923 +27,138 +131%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$3.09M 46,072 +268 +0.6%
LNC
57
Lincoln National Corp
Pennsylvania
$3.08M 45,918 +7,037 +18%
CCM
58
Cribstone Capital Management
Maine
$3.07M 45,801 -164 -0.4%
LGWM
59
Litman Gregory Wealth Management
California
$2.97M 44,350 -339 -0.8%
HighTower Advisors
60
HighTower Advisors
Illinois
$2.96M 44,343 -593 -1%
AI
61
Accredited Investors
Minnesota
$2.89M 43,158 -868 -2%
Stifel Financial
62
Stifel Financial
Missouri
$2.88M 42,953 -10,817 -20%
CWM
63
Cranbrook Wealth Management
Michigan
$2.8M 41,871 +2,449 +6%
William Blair & Company
64
William Blair & Company
Illinois
$2.76M 41,172 +3,901 +10%
CT
65
Columbia Trust
Oregon
$2.74M 40,900 -1,116 -3%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$2.73M 40,693 -772 -2%
BWM
67
BigSur Wealth Management
Florida
$2.68M 40,000 – –
KAS
68
Kestra Advisory Services
Texas
$2.68M 39,940 -16,831 -30%
BCI
69
Brinker Capital Investments
Pennsylvania
$2.55M 38,071 -723 -2%
CWP
70
Concord Wealth Partners
Virginia
$2.55M 38,047 +329 +0.9%
WANY
71
Wealthspire Advisors (New York)
New York
$2.47M 36,820 +3,331 +10%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$2.45M 36,606 +1,435 +4%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$2.45M 36,506 +26,382 +261%
TAIM
74
TD Ameritrade Investment Management
Nebraska
$2.42M 36,102 -8,031 -18%
GC
75
Gibson Capital
Pennsylvania
$2.39M 35,664 +299 +0.8%
1 2
3
4 5