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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

492 hedge funds and large institutions have $2.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 198 increasing their positions, 133 reducing their positions, and 13 closing their positions.

Holders
492
Holders Change
+42
Holders Change %
+9.33%
% of All Funds
7.21%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
61
Increased
198
Reduced
133
Closed
13
Calls
$273K
Puts
–
Net Calls
+$273K
Net Calls Change
+$281K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$820M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$222M
3
Cerity Partners
3
Cerity Partners
New York
$24.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$152M
5
Wells Fargo
5
Wells Fargo
California
$30.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$26.4M
2
DF
2
Dunhill Financial
United Kingdom
$17.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$34.5M
4
AAS
4
Ameritas Advisory Services
Nebraska
$8.22M
5
TA
5
Trellis Advisors
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
76
Citadel Advisors
Florida
$3.97M 43,605 +37,044 +565%
William Blair & Company
77
William Blair & Company
Illinois
$3.94M 43,250 +1,306 +3%
CT
78
Columbia Trust
Oregon
$3.83M 42,102 +727 +2%
GC
79
Gibson Capital
Pennsylvania
$3.81M 41,874 -697 -2%
LWP
80
Laurel Wealth Planning
Minnesota
$3.76M 41,253 -2,141 -5%
AI
81
Accredited Investors
Minnesota
$3.75M 41,236 +1,453 +4%
HL
82
HeadInvest LLC
Maine
$3.73M 40,912 +1,449 +4%
WANY
83
Wealthspire Advisors (New York)
New York
$3.6M 39,537 -498 -1%
OCM
84
One Capital Management
California
$3.52M 38,630 +643 +2%
Northern Trust
85
Northern Trust
Illinois
$3.49M 38,326 +34,510 +904%
CWM
86
Cranbrook Wealth Management
Michigan
$3.44M 37,826 -1,028 -3%
RJA
87
Raymond James & Associates
Florida
$3.37M 37,006 +2,101 +6%
EH
88
Equitable Holdings
New York
$3.37M 37,004 +30,814 +498%
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$3.36M 36,879 +36,879 New
AssetMark Inc
90
AssetMark Inc
California
$3.27M 35,914 +7,243 +25%
CI
91
CX Institutional
Indiana
$3.24M 35,636 +179 +0.5%
B
92
Bailard
California
$3.14M 34,439 +711 +2%
HGWM
93
Horst & Graben Wealth Management
Oregon
$3.04M 33,377 +2,837 +9%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$3.03M 33,244 -671 -2%
NCM
95
Neumann Capital Management
California
$3.02M 33,203 +1,460 +5%
DJSG
96
D.J. St. Germain
Massachusetts
$2.99M 32,871 +3,997 +14%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$2.97M 32,620 -9,821 -23%
SCA
98
Snowden Capital Advisors
New York
$2.93M 32,212 +1,638 +5%
SHJ
99
Sharkey, Howes & Javer
Colorado
$2.92M 32,043 +3,606 +13%
Franklin Resources
100
Franklin Resources
California
$2.9M 31,891 -1,000 -3%
2 3
4
5 6