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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

422 hedge funds and large institutions have $1.88B invested in iShares MSCI KLD 400 Social ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 31 closing their positions.

Holders
422
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
7.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
39
Increased
184
Reduced
98
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$246M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$55.4M
3
Bank of America
3
Bank of America
North Carolina
$150M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$33M
5
Wells Fargo
5
Wells Fargo
California
$26.5M

Top Sellers

1
OCM
1
One Capital Management
California
$2.23M
2
WA
2
Win Advisors
Florida
$66K
3
Ameriprise
3
Ameriprise
Minnesota
$53M
4
BF
4
Brooklyn FI
New York
$492K
5
PG
5
Prostatis Group
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EAM
101
Erste Asset Management
Austria
$2.09M 28,838 +1,012 +4%
MFA
102
McClarren Financial Advisors
Pennsylvania
$2.09M 29,117 -1,649 -5%
P
103
Pitcairn
Pennsylvania
$2.08M 28,867 +1,454 +5%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$2.07M 28,736 +10,108 +54%
KeyBank National Association
105
KeyBank National Association
Ohio
$2.07M 28,781 +479 +2%
LJAC
106
L.J. Altfest & Co
New York
$2.02M 28,140 +735 +3%
WAM
107
WNY Asset Management
New York
$2.02M 27,986 -2,838 -9%
CAN
108
Cetera Advisor Networks
California
$1.94M 26,920 +4,184 +18%
NCM
109
Neumann Capital Management
California
$1.92M 26,658 +3,340 +14%
PWLP
110
Prio Wealth Limited Partnership
Massachusetts
$1.91M 26,500 – –
SWPG
111
Strategic Wealth Partners Group
Illinois
$1.89M 26,290 +3,979 +18%
CWM
112
Cornerstone Wealth Management
Missouri
$1.85M 25,776 +34 +0.1%
HH
113
Hilltop Holdings
Texas
$1.85M 25,681 -80 -0.3%
BBNA
114
Bremer Bank National Association
Minnesota
$1.82M 25,300 +655 +3%
UCIG
115
Ulrich Consultants & Investment Group
New Mexico
$1.78M 24,810 +24,810 New
MM
116
Main Management
California
$1.78M 24,698 – –
MIAN
117
Mariner Independent Advisor Network
Kansas
$1.77M 23,862 +318 +1%
RC
118
RegentAtlantic Capital
New Jersey
$1.77M 24,564 -8 -0%
TRCT
119
Tower Research Capital (TRC)
New York
$1.76M 24,409 +8,207 +51%
BFG
120
Baron Financial Group
New Jersey
$1.73M 24,130 +2,480 +11%
CI
121
CX Institutional
Indiana
$1.73M 24,113 +24,113 New
SCA
122
Snowden Capital Advisors
New York
$1.72M 23,966 -295 -1%
IFWM
123
Institute for Wealth Management
Colorado
$1.66M 23,012 +64 +0.3%
AAS
124
Avantax Advisory Services
Texas
$1.65M 22,886 +7,108 +45%
CAMV
125
Concord Asset Management (Virginia)
Virginia
$1.64M 22,877 +1,385 +6%
3 4
5
6 7