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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

422 hedge funds and large institutions have $1.88B invested in iShares MSCI KLD 400 Social ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 31 closing their positions.

Holders
422
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
7.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
39
Increased
184
Reduced
98
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$246M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$55.4M
3
Bank of America
3
Bank of America
North Carolina
$150M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$33M
5
Wells Fargo
5
Wells Fargo
California
$26.5M

Top Sellers

1
OCM
1
One Capital Management
California
$2.23M
2
WA
2
Win Advisors
Florida
$66K
3
Ameriprise
3
Ameriprise
Minnesota
$53M
4
BF
4
Brooklyn FI
New York
$492K
5
PG
5
Prostatis Group
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$2.68M 37,271 -456 -1%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$2.64M 35,548 +3,890 +12%
GC
78
Gibson Capital
Pennsylvania
$2.54M 35,365 +257 +0.7%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$2.53M 35,171 +16,143 +85%
Prudential Financial
80
Prudential Financial
New Jersey
$2.49M 34,242 +23,213 +210%
B
81
Bailard
California
$2.45M 34,127 +886 +3%
WANY
82
Wealthspire Advisors (New York)
New York
$2.41M 33,489 +8,790 +36%
TA
83
Trellis Advisors
Washington
$2.41M 33,458 +190 +0.6%
Franklin Resources
84
Franklin Resources
California
$2.4M 33,392 +1,810 +6%
FI
85
Financial Insights
Washington
$2.4M 33,306 -4,794 -13%
HL
86
HeadInvest LLC
Maine
$2.39M 33,286 +143 +0.4%
EH
87
Equitable Holdings
New York
$2.39M 33,220 +21,351 +180%
WP
88
WealthSource Partners
California
$2.34M 32,603 +20,916 +179%
HGWM
89
Horst & Graben Wealth Management
Oregon
$2.34M 32,510 +25,008 +333%
BCM
90
Brookstone Capital Management
Illinois
$2.32M 31,278 -8,742 -22%
AFA
91
Arlington Financial Advisors
California
$2.31M 32,095 +353 +1%
WCM
92
Wealthcare Capital Management
Virginia
$2.28M 31,753 -1,324 -4%
OCM
93
One Capital Management
California
$2.23M 31,085 -494,404 -94%
KPWS
94
Kestra Private Wealth Services
Texas
$2.2M 30,569 +1,650 +6%
NW
95
NewEdge Wealth
Pennsylvania
$2.18M 30,330 -3,925 -11%
SFP
96
Shepherd Financial Partners
Massachusetts
$2.17M 30,150 +482 +2%
SBL
97
Sargent Bickham Lagudis
Colorado
$2.17M 30,142 -177 -0.6%
SW
98
SVB Wealth
Massachusetts
$2.16M 30,067 +90 +0.3%
BSB
99
Bangor Savings Bank
Maine
$2.14M 29,781 -265 -0.9%
IWC
100
Integrated Wealth Concepts
Massachusetts
$2.13M 29,658 +10,938 +58%
2 3
4
5 6