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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

434 hedge funds and large institutions have $1.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 183 reducing their positions, and 26 closing their positions.

Holders
434
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
6.95%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
33
Increased
127
Reduced
183
Closed
26
Calls
$421K
Puts
–
Net Calls
+$421K
Net Calls Change
+$156K

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$12.6M
2
PI
2
PFG Investments
New York
$5.62M
3
CL
3
Choreo LLC
Illinois
$5.37M
4
Ameriprise
4
Ameriprise
Minnesota
$73.9M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$3.98M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$136M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$236M
3
BlackRock
3
BlackRock
New York
$599K
4
Morgan Stanley
4
Morgan Stanley
New York
$338M
5
TAM
5
Trillium Asset Management
Massachusetts
$3.86M
Name Market Value Shares Shares
Change 		Shares
Change %
TA
76
Trellis Advisors
Washington
$2.79M 35,755 +300 +0.8%
WANY
77
Wealthspire Advisors (New York)
New York
$2.79M 35,740 -3,798 -10%
HL
78
HeadInvest LLC
Maine
$2.79M 35,715 -221 -0.6%
PA
79
PFG Advisors
Arizona
$2.75M 35,306 +2,464 +8%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$2.73M 35,057 -1,301 -4%
RJA
81
Raymond James & Associates
Florida
$2.68M 34,354 -17,651 -34%
B
82
Bailard
California
$2.64M 33,894 -89 -0.3%
Jane Street
83
Jane Street
New York
$2.61M 33,436 +22,462 +205%
HGWM
84
Horst & Graben Wealth Management
Oregon
$2.6M 33,301 -1,709 -5%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$2.58M 33,040 -19,617 -37%
Franklin Resources
86
Franklin Resources
California
$2.57M 32,891 – –
HF
87
HRT Financial
New York
$2.55M 32,654 +18,352 +128%
SFP
88
Shepherd Financial Partners
Massachusetts
$2.53M 32,479 -609 -2%
NCM
89
Neumann Capital Management
California
$2.44M 31,288 +2,140 +7%
Stifel Financial
90
Stifel Financial
Missouri
$2.43M 31,100 -32,193 -51%
Lido Advisors
91
Lido Advisors
California
$2.42M 30,970 +30,970 New
MFA
92
McClarren Financial Advisors
Pennsylvania
$2.41M 30,867 +106 +0.3%
LJAC
93
L.J. Altfest & Co
New York
$2.38M 30,527 +488 +2%
CG
94
Colony Group
Massachusetts
$2.38M 30,462 -14,468 -32%
TAIM
95
TD Ameritrade Investment Management
Nebraska
$2.32M 29,709 -4,860 -14%
P
96
Pitcairn
Pennsylvania
$2.3M 29,457 +1,517 +5%
WCM
97
Wealthcare Capital Management
Virginia
$2.3M 29,452 -1,135 -4%
KeyBank National Association
98
KeyBank National Association
Ohio
$2.28M 29,276 +660 +2%
BCM
99
Brookstone Capital Management
Illinois
$2.28M 29,120 -608 -2%
Prudential Financial
100
Prudential Financial
New Jersey
$2.27M 29,073 -5,849 -17%
2 3
4
5 6