DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

459 hedge funds and large institutions have $2.11B invested in iShares MSCI KLD 400 Social ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 159 reducing their positions, and 20 closing their positions.

Holders
459
Holders Change
+25
Holders Change %
+5.76%
% of All Funds
7.24%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
47
Increased
134
Reduced
159
Closed
20
Calls
$17K
Puts
–
Net Calls
+$17K
Net Calls Change
-$404K

Top Buyers

1
DF
1
Dunhill Financial
United Kingdom
$19.8M
2
Cerity Partners
2
Cerity Partners
New York
$20.6M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$73.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$371M
5
Ameriprise
5
Ameriprise
Minnesota
$84.2M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$128M
3
Bank of America
3
Bank of America
North Carolina
$143M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$2.28M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$35.3M
Name Market Value Shares Shares
Change 		Shares
Change %
DL
76
DOHJ LLC
Washington
$3.25M 38,612 +12,931 +50%
HL
77
HeadInvest LLC
Maine
$3.21M 38,013 +2,298 +6%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$3.1M 36,832 -844 -2%
TA
79
Trellis Advisors
Washington
$3.02M 35,841 +86 +0.2%
GM
80
GeoWealth Management
Illinois
$3.01M 35,753 +35,753 New
OCM
81
One Capital Management
California
$2.94M 34,882 +16,900 +94%
B
82
Bailard
California
$2.88M 34,230 +336 +1%
RJA
83
Raymond James & Associates
Florida
$2.85M 33,803 -551 -2%
PA
84
PFG Advisors
Arizona
$2.79M 33,138 -2,168 -6%
HGWM
85
Horst & Graben Wealth Management
Oregon
$2.78M 33,060 -241 -0.7%
Franklin Resources
86
Franklin Resources
California
$2.77M 32,891 – –
NCM
87
Neumann Capital Management
California
$2.69M 31,968 +680 +2%
SFP
88
Shepherd Financial Partners
Massachusetts
$2.68M 31,797 -682 -2%
KPWS
89
Kestra Private Wealth Services
Texas
$2.64M 31,384 -6,473 -17%
MFA
90
McClarren Financial Advisors
Pennsylvania
$2.6M 30,939 +72 +0.2%
Lido Advisors
91
Lido Advisors
California
$2.52M 29,996 -974 -3%
Stifel Financial
92
Stifel Financial
Missouri
$2.5M 29,649 -1,451 -5%
P
93
Pitcairn
Pennsylvania
$2.48M 29,457 – –
WCM
94
Wealthcare Capital Management
Virginia
$2.47M 29,314 -138 -0.5%
SCA
95
Snowden Capital Advisors
New York
$2.46M 29,265 +814 +3%
CWM
96
Cornerstone Wealth Management
Missouri
$2.42M 28,793 +2,170 +8%
BSB
97
Bangor Savings Bank
Maine
$2.41M 28,664 -163 -0.6%
CG
98
Colony Group
Massachusetts
$2.41M 28,619 -1,843 -6%
EH
99
Equitable Holdings
New York
$2.4M 28,571 +399 +1%
KeyBank National Association
100
KeyBank National Association
Ohio
$2.38M 28,292 -984 -3%
2 3
4
5 6