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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

417 hedge funds and large institutions have $1.75B invested in iShares MSCI KLD 400 Social ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 154 increasing their positions, 121 reducing their positions, and 30 closing their positions.

Holders
417
Holders Change
-5
Holders Change %
-1.18%
% of All Funds
7.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
29
Increased
154
Reduced
121
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$36.1M
2
Ameriprise
2
Ameriprise
Minnesota
$58.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$108M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$233M
5
PA
5
PFG Advisors
Arizona
$2.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$17.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.33M
3
GI
3
Gradient Investments
Minnesota
$5.32M
4
SEI Investments
4
SEI Investments
Pennsylvania
$14.4M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
76
BlackRock
New York
$2.37M 35,463 +24,323 +218%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$2.36M 35,298 +6,562 +23%
BC
78
Brio Consultants
California
$2.36M 33,668 -4,516 -12%
B
79
Bailard
California
$2.31M 34,503 +376 +1%
RJA
80
Raymond James & Associates
Florida
$2.31M 34,499 -7,778 -18%
HL
81
HeadInvest LLC
Maine
$2.28M 34,095 +809 +2%
HGWM
82
Horst & Graben Wealth Management
Oregon
$2.27M 33,899 +1,389 +4%
EH
83
Equitable Holdings
New York
$2.25M 33,624 +404 +1%
Prudential Financial
84
Prudential Financial
New Jersey
$2.24M 32,970 -1,272 -4%
TA
85
Trellis Advisors
Washington
$2.24M 33,409 -49 -0.1%
FI
86
Financial Insights
Washington
$2.22M 33,092 -214 -0.6%
PA
87
PFG Advisors
Arizona
$2.2M 32,901 +32,901 New
AFA
88
Arlington Financial Advisors
California
$2.16M 32,253 +158 +0.5%
KPWS
89
Kestra Private Wealth Services
Texas
$2.13M 31,836 +1,267 +4%
OCM
90
One Capital Management
California
$2.07M 30,860 -225 -0.7%
MFA
91
McClarren Financial Advisors
Pennsylvania
$2.05M 30,636 +1,519 +5%
SFP
92
Shepherd Financial Partners
Massachusetts
$2.04M 30,523 +373 +1%
Franklin Resources
93
Franklin Resources
California
$2.02M 30,214 -3,178 -10%
WP
94
WealthSource Partners
California
$2.02M 30,168 -2,435 -7%
SBL
95
Sargent Bickham Lagudis
Colorado
$2.01M 30,064 -78 -0.3%
CAN
96
Cetera Advisor Networks
California
$2.01M 30,021 +3,101 +12%
BSB
97
Bangor Savings Bank
Maine
$2M 29,900 +119 +0.4%
BCM
98
Brookstone Capital Management
Illinois
$2M 30,144 -1,134 -4%
WCM
99
Wealthcare Capital Management
Virginia
$2M 29,840 -1,913 -6%
KeyBank National Association
100
KeyBank National Association
Ohio
$1.99M 29,693 +912 +3%
2 3
4
5 6