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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

459 hedge funds and large institutions have $2.11B invested in iShares MSCI KLD 400 Social ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 159 reducing their positions, and 20 closing their positions.

Holders
459
Holders Change
+25
Holders Change %
+5.76%
% of All Funds
7.24%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
47
Increased
134
Reduced
159
Closed
20
Calls
$17K
Puts
–
Net Calls
+$17K
Net Calls Change
-$404K

Top Buyers

1
DF
1
Dunhill Financial
United Kingdom
$19.8M
2
Cerity Partners
2
Cerity Partners
New York
$20.6M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$73.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$371M
5
Ameriprise
5
Ameriprise
Minnesota
$84.2M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$128M
3
Bank of America
3
Bank of America
North Carolina
$143M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$2.28M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$35.3M
Name Market Value Shares Shares
Change 		Shares
Change %
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$5.27M 62,569 -26,497 -30%
Corient Private Wealth
52
Corient Private Wealth
Florida
$5.16M 61,260 -460 -0.7%
MMA
53
Miracle Mile Advisors
California
$4.89M 58,072 +1,199 +2%
OWA
54
One Wealth Advisors
California
$4.82M 57,235 +1,137 +2%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$4.73M 56,057 +3,857 +7%
GI
56
Gradient Investments
Minnesota
$4.45M 52,810 -5,190 -9%
LNC
57
Lincoln National Corp
Pennsylvania
$4.39M 52,108 +11,181 +27%
TAM
58
Trillium Asset Management
Massachusetts
$4.33M 51,473 +2,074 +4%
FAFN
59
First Affirmative Financial Network
Colorado
$4.19M 49,796 -3,393 -6%
CAN
60
Cetera Advisor Networks
California
$4.11M 48,869 +381 +0.8%
LWP
61
Laurel Wealth Planning
Minnesota
$3.84M 45,566 -4,422 -9%
BC
62
Brio Consultants
California
$3.73M 44,263 +2,740 +7%
PCM
63
Pennsylvania Capital Management
Pennsylvania
$3.71M 44,129 +1,249 +3%
SWPG
64
Strategic Wealth Partners Group
Illinois
$3.69M 43,881 +5,013 +13%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$3.65M 43,382 -4,032 -9%
LGWM
66
Litman Gregory Wealth Management
California
$3.64M 43,276 +43,276 New
AI
67
Accredited Investors
Minnesota
$3.59M 42,616 -1,062 -2%
GC
68
Gibson Capital
Pennsylvania
$3.58M 42,571 -1,517 -3%
HighTower Advisors
69
HighTower Advisors
Illinois
$3.48M 41,257 -2,267 -5%
CWP
70
Concord Wealth Partners
Virginia
$3.45M 40,955 +1,884 +5%
William Blair & Company
71
William Blair & Company
Illinois
$3.38M 40,135 -475 -1%
CT
72
Columbia Trust
Oregon
$3.36M 39,875 -300 -0.7%
CWM
73
Cranbrook Wealth Management
Michigan
$3.35M 39,782 -2,363 -6%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$3.28M 38,969 +3,912 +11%
WANY
75
Wealthspire Advisors (New York)
New York
$3.25M 38,639 +2,899 +8%
1 2
3
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