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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

436 hedge funds and large institutions have $2.34B invested in iShares MSCI KLD 400 Social ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 135 reducing their positions, and 20 closing their positions.

Holders
436
Holders Change
+19
Holders Change %
+4.56%
% of All Funds
7.03%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
46
Increased
155
Reduced
135
Closed
20
Calls
$294K
Puts
$29K
Net Calls
+$265K
Net Calls Change
+$265K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$392M
2
Bank of America
2
Bank of America
North Carolina
$182M
3
BlackRock
3
BlackRock
New York
$22.2M
4
TAM
4
Trillium Asset Management
Massachusetts
$14M
5
SEI Investments
5
SEI Investments
Pennsylvania
$22.7M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$5.09M
2
BF
2
Brooklyn FI
New York
$486K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.21M
4
IA
4
IFP Advisors
Florida
$148K
5
Morgan Stanley
5
Morgan Stanley
New York
$331M
Name Market Value Shares Shares
Change 		Shares
Change %
CT
76
Columbia Trust
Oregon
$2.94M 40,900 – –
William Blair & Company
77
William Blair & Company
Illinois
$2.93M 40,788 -384 -0.9%
BWM
78
BigSur Wealth Management
Florida
$2.87M 40,000 – –
CWP
79
Concord Wealth Partners
Virginia
$2.84M 39,623 +1,576 +4%
WANY
80
Wealthspire Advisors (New York)
New York
$2.84M 39,538 +2,718 +7%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$2.8M 38,953 -1,740 -4%
BCI
82
Brinker Capital Investments
Pennsylvania
$2.76M 38,505 +434 +1%
BC
83
Brio Consultants
California
$2.65M 36,948 +3,280 +10%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$2.61M 36,358 +1,060 +3%
HL
85
HeadInvest LLC
Maine
$2.58M 35,936 +1,841 +5%
TA
86
Trellis Advisors
Washington
$2.55M 35,455 +2,046 +6%
HGWM
87
Horst & Graben Wealth Management
Oregon
$2.51M 35,010 +1,111 +3%
Prudential Financial
88
Prudential Financial
New Jersey
$2.51M 34,922 +1,952 +6%
TAIM
89
TD Ameritrade Investment Management
Nebraska
$2.48M 34,569 -1,533 -4%
SWPG
90
Strategic Wealth Partners Group
Illinois
$2.46M 34,256 +5,956 +21%
B
91
Bailard
California
$2.44M 33,983 -520 -2%
KPWS
92
Kestra Private Wealth Services
Texas
$2.42M 33,659 +1,823 +6%
EH
93
Equitable Holdings
New York
$2.39M 33,305 -319 -0.9%
SFP
94
Shepherd Financial Partners
Massachusetts
$2.38M 33,088 +2,565 +8%
FI
95
Financial Insights
Washington
$2.37M 33,081 -11 -0%
Franklin Resources
96
Franklin Resources
California
$2.36M 32,891 +2,677 +9%
PA
97
PFG Advisors
Arizona
$2.36M 32,842 -59 -0.2%
FSA
98
Financial Services Advisory
Maryland
$2.32M 32,304 +32,304 New
AFA
99
Arlington Financial Advisors
California
$2.31M 32,189 -64 -0.2%
JMFC
100
J.M. Forbes & Co
Massachusetts
$2.29M 31,843 +19,548 +159%
2 3
4
5 6