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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 %
Stifel Financial
51
Stifel Financial
Missouri
$4.54M 63,293 +20,340 +47%
PG
52
Prostatis Group
Maryland
$4.39M 61,113 +61,113 New
MMA
53
Miracle Mile Advisors
California
$4.08M 56,847 +4,043 +8%
JFGIW
54
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.07M 56,672 -624 -1%
FAFN
55
First Affirmative Financial Network
Colorado
$3.99M 55,542 +2,784 +5%
Citadel Advisors
56
Citadel Advisors
Florida
$3.97M 55,248 +55,248 New
Corient Private Wealth
57
Corient Private Wealth
Florida
$3.96M 55,185 +55,185 New
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$3.78M 52,657 +4,734 +10%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$3.75M 51,449 +4,163 +9%
RJA
60
Raymond James & Associates
Florida
$3.73M 52,005 +17,506 +51%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$3.73M 51,894 +15,388 +42%
LWP
62
Laurel Wealth Planning
Minnesota
$3.71M 51,697 -15,208 -23%
CAN
63
Cetera Advisor Networks
California
$3.63M 50,529 +20,508 +68%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$3.44M 47,864 +1,792 +4%
HighTower Advisors
65
HighTower Advisors
Illinois
$3.32M 46,249 +1,906 +4%
LNC
66
Lincoln National Corp
Pennsylvania
$3.31M 46,084 +166 +0.4%
CCM
67
Cribstone Capital Management
Maine
$3.23M 45,056 -745 -2%
AI
68
Accredited Investors
Minnesota
$3.23M 44,960 +1,802 +4%
CG
69
Colony Group
Massachusetts
$3.23M 44,930 +44,930 New
PCM
70
Pennsylvania Capital Management
Pennsylvania
$3.19M 42,880 +35,046 +447%
KAS
71
Kestra Advisory Services
Texas
$3.19M 44,402 +4,462 +11%
LGWM
72
Litman Gregory Wealth Management
California
$3.17M 44,220 -130 -0.3%
GC
73
Gibson Capital
Pennsylvania
$3.05M 42,430 +6,766 +19%
CWM
74
Cranbrook Wealth Management
Michigan
$3.01M 41,930 +59 +0.1%
AssetMark Inc
75
AssetMark Inc
California
$2.95M 41,046 +23,254 +131%
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