DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

492 hedge funds and large institutions have $2.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 198 increasing their positions, 133 reducing their positions, and 13 closing their positions.

Holders
492
Holders Change
+42
Holders Change %
+9.33%
% of All Funds
7.21%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
61
Increased
198
Reduced
133
Closed
13
Calls
$273K
Puts
–
Net Calls
+$273K
Net Calls Change
+$281K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$820M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$222M
3
Cerity Partners
3
Cerity Partners
New York
$24.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$152M
5
Wells Fargo
5
Wells Fargo
California
$30.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$26.4M
2
DF
2
Dunhill Financial
United Kingdom
$17.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$34.5M
4
AAS
4
Ameritas Advisory Services
Nebraska
$8.22M
5
TA
5
Trellis Advisors
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MMA
51
Miracle Mile Advisors
California
$6.31M 69,344 +28,380 +69%
Comerica Bank
52
Comerica Bank
Texas
$6.18M 67,874 -766 -1%
SPIA
53
Strategic Point Investment Advisors
Rhode Island
$6.03M 66,195 +1,662 +3%
LNC
54
Lincoln National Corp
Pennsylvania
$6M 65,927 +12,754 +24%
BWM
55
Baystate Wealth Management
Massachusetts
$5.82M 63,917 -864 -1%
SWA
56
SOA Wealth Advisors
New York
$5.57M 61,193 -664 -1%
OWA
57
One Wealth Advisors
California
$5.54M 60,879 +6,933 +13%
Corient Private Wealth
58
Corient Private Wealth
Florida
$5.49M 60,334 -610 -1%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$5.45M 59,724 +144 +0.2%
JFGIW
60
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.26M 57,739 -5,901 -9%
DL
61
DOHJ LLC
Washington
$4.78M 52,468 +16,359 +45%
BPA
62
Beacon Pointe Advisors
California
$4.78M 52,462 +30,645 +140%
GI
63
Gradient Investments
Minnesota
$4.62M 50,791 -1,223 -2%
Stifel Financial
64
Stifel Financial
Missouri
$4.58M 50,303 +16,383 +48%
CAN
65
Cetera Advisor Networks
California
$4.56M 50,043 +2,099 +4%
BC
66
Brio Consultants
California
$4.48M 49,212 +4,446 +10%
FAFN
67
First Affirmative Financial Network
Colorado
$4.44M 48,818 +16,786 +52%
SWPG
68
Strategic Wealth Partners Group
Illinois
$4.34M 47,702 +3,277 +7%
BCI
69
Brinker Capital Investments
Pennsylvania
$4.3M 47,296 -714 -1%
OPS
70
Orion Portfolio Solutions
Nebraska
$4.3M 47,296 -714 -1%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$4.11M 45,098 +9,298 +26%
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$4.1M 45,068 -7,323 -14%
UCFA
73
United Capital Financial Advisors
Texas
$4.1M 45,040 +33,516 +291%
LGWM
74
Litman Gregory Wealth Management
California
$4.08M 44,813 +1,544 +4%
PCM
75
Pennsylvania Capital Management
Pennsylvania
$4.05M 44,472 +254 +0.6%
1 2
3
4 5