DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

450 hedge funds and large institutions have $2.1B invested in iShares MSCI KLD 400 Social ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 171 reducing their positions, and 30 closing their positions.

Holders
450
Holders Change
-9
Holders Change %
-1.96%
% of All Funds
7.18%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
29
Increased
118
Reduced
171
Closed
30
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$25K

Top Buyers

1
S
1
Syntrinsic
Colorado
$64.5M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$53.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$90.5M
4
AAS
4
Ameritas Advisory Services
Nebraska
$10.4M
5
LPL Financial
5
LPL Financial
California
$56.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$176M
2
Cerity Partners
2
Cerity Partners
New York
$1.74M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$20.2M
4
GM
4
GeoWealth Management
Illinois
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$30.4M
Name Market Value Shares Shares
Change 		Shares
Change %
HL
76
HeadInvest LLC
Maine
$3.21M 39,463 +1,450 +4%
CWM
77
Cranbrook Wealth Management
Michigan
$3.16M 38,854 -928 -2%
OCM
78
One Capital Management
California
$3.09M 37,987 +3,105 +9%
TA
79
Trellis Advisors
Washington
$2.96M 36,391 +550 +2%
DL
80
DOHJ LLC
Washington
$2.94M 36,109 -2,503 -6%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$2.92M 35,800 -3,169 -8%
CI
82
CX Institutional
Indiana
$2.89M 35,457 +11,387 +47%
RJA
83
Raymond James & Associates
Florida
$2.84M 34,905 +1,102 +3%
CWP
84
Concord Wealth Partners
Virginia
$2.77M 34,001 -6,954 -17%
Stifel Financial
85
Stifel Financial
Missouri
$2.76M 33,920 +4,271 +14%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$2.76M 33,915 -2,917 -8%
B
87
Bailard
California
$2.75M 33,728 -502 -1%
Franklin Resources
88
Franklin Resources
California
$2.68M 32,891 – –
FAFN
89
First Affirmative Financial Network
Colorado
$2.61M 32,032 -17,764 -36%
NCM
90
Neumann Capital Management
California
$2.58M 31,743 -225 -0.7%
SFP
91
Shepherd Financial Partners
Massachusetts
$2.52M 30,943 -854 -3%
MFA
92
McClarren Financial Advisors
Pennsylvania
$2.52M 30,938 -1 -0%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$2.5M 30,743 +30,743 New
SCA
94
Snowden Capital Advisors
New York
$2.49M 30,574 +1,309 +4%
HGWM
95
Horst & Graben Wealth Management
Oregon
$2.49M 30,540 -2,520 -8%
Lido Advisors
96
Lido Advisors
California
$2.41M 29,650 -346 -1%
P
97
Pitcairn
Pennsylvania
$2.39M 29,408 -49 -0.2%
CCA
98
Childress Capital Advisors
Texas
$2.37M 29,080 +2,510 +9%
KPWS
99
Kestra Private Wealth Services
Texas
$2.36M 28,973 -2,411 -8%
DJSG
100
D.J. St. Germain
Massachusetts
$2.35M 28,874 +1,227 +4%
2 3
4
5 6