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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

450 hedge funds and large institutions have $2.1B invested in iShares MSCI KLD 400 Social ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 171 reducing their positions, and 30 closing their positions.

Holders
450
Holders Change
-9
Holders Change %
-1.96%
% of All Funds
7.18%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
29
Increased
118
Reduced
171
Closed
30
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$25K

Top Buyers

1
S
1
Syntrinsic
Colorado
$64.5M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$53.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$90.5M
4
AAS
4
Ameritas Advisory Services
Nebraska
$10.4M
5
LPL Financial
5
LPL Financial
California
$56.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$176M
2
Cerity Partners
2
Cerity Partners
New York
$1.74M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$20.2M
4
GM
4
GeoWealth Management
Illinois
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$30.4M
Name Market Value Shares Shares
Change 		Shares
Change %
JFGIW
51
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.2M 63,640 -5,254 -8%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$5.14M 59,580 +3,523 +6%
SWA
53
SOA Wealth Advisors
New York
$5.04M 61,857 -3,292 -5%
Corient Private Wealth
54
Corient Private Wealth
Florida
$4.96M 60,944 -316 -0.5%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$4.8M 59,010 -6,142 -9%
OWA
56
One Wealth Advisors
California
$4.39M 53,946 -3,289 -6%
LNC
57
Lincoln National Corp
Pennsylvania
$4.33M 53,173 +1,065 +2%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$4.27M 52,391 -10,178 -16%
GI
59
Gradient Investments
Minnesota
$4.23M 52,014 -796 -2%
HighTower Advisors
60
HighTower Advisors
Illinois
$4.09M 50,252 +8,995 +22%
BCI
61
Brinker Capital Investments
Pennsylvania
$3.91M 48,010 -19,628 -29%
OPS
62
Orion Portfolio Solutions
Nebraska
$3.91M 48,010 -19,628 -29%
CAN
63
Cetera Advisor Networks
California
$3.9M 47,944 -925 -2%
BC
64
Brio Consultants
California
$3.64M 44,766 +503 +1%
SWPG
65
Strategic Wealth Partners Group
Illinois
$3.63M 44,425 +544 +1%
PCM
66
Pennsylvania Capital Management
Pennsylvania
$3.6M 44,218 +89 +0.2%
LWP
67
Laurel Wealth Planning
Minnesota
$3.53M 43,394 -2,172 -5%
LGWM
68
Litman Gregory Wealth Management
California
$3.52M 43,269 -7 -0%
GC
69
Gibson Capital
Pennsylvania
$3.47M 42,571 – –
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$3.46M 42,441 -941 -2%
William Blair & Company
71
William Blair & Company
Illinois
$3.41M 41,944 +1,809 +5%
CT
72
Columbia Trust
Oregon
$3.37M 41,375 +1,500 +4%
MMA
73
Miracle Mile Advisors
California
$3.33M 40,964 -17,108 -29%
WANY
74
Wealthspire Advisors (New York)
New York
$3.26M 40,035 +1,396 +4%
AI
75
Accredited Investors
Minnesota
$3.24M 39,783 -2,833 -7%
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3
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