DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

417 hedge funds and large institutions have $1.75B invested in iShares MSCI KLD 400 Social ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 154 increasing their positions, 121 reducing their positions, and 30 closing their positions.

Holders
417
Holders Change
-5
Holders Change %
-1.18%
% of All Funds
7.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
29
Increased
154
Reduced
121
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$36.1M
2
Ameriprise
2
Ameriprise
Minnesota
$58.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$108M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$233M
5
PA
5
PFG Advisors
Arizona
$2.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$17.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.33M
3
GI
3
Gradient Investments
Minnesota
$5.32M
4
SEI Investments
4
SEI Investments
Pennsylvania
$14.4M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
LJAC
101
L.J. Altfest & Co
New York
$1.99M 29,639 +1,499 +5%
P
102
Pitcairn
Pennsylvania
$1.97M 29,456 +589 +2%
Jane Street
103
Jane Street
New York
$1.9M 28,407 +28,407 New
SWPG
104
Strategic Wealth Partners Group
Illinois
$1.9M 28,300 +2,010 +8%
HH
105
Hilltop Holdings
Texas
$1.86M 27,776 +2,095 +8%
EAM
106
Erste Asset Management
Austria
$1.85M 27,631 -1,207 -4%
SCA
107
Snowden Capital Advisors
New York
$1.77M 26,442 +2,476 +10%
PWLP
108
Prio Wealth Limited Partnership
Massachusetts
$1.77M 26,380 -120 -0.5%
AAS
109
Avantax Advisory Services
Texas
$1.73M 25,891 +3,005 +13%
BBNA
110
Bremer Bank National Association
Minnesota
$1.69M 25,295 -5 -0%
CWM
111
Cornerstone Wealth Management
Missouri
$1.67M 24,869 -907 -4%
UCIG
112
Ulrich Consultants & Investment Group
New Mexico
$1.66M 24,810 – –
MM
113
Main Management
California
$1.65M 24,698 – –
RC
114
RegentAtlantic Capital
New Jersey
$1.65M 24,570 +6 +0%
CAMV
115
Concord Asset Management (Virginia)
Virginia
$1.64M 24,560 +1,683 +7%
BFG
116
Baron Financial Group
New Jersey
$1.63M 24,395 +265 +1%
NCM
117
Neumann Capital Management
California
$1.63M 24,358 -2,300 -9%
IFWM
118
Institute for Wealth Management
Colorado
$1.62M 24,113 +1,101 +5%
CI
119
CX Institutional
Indiana
$1.6M 23,943 -170 -0.7%
WAM
120
WNY Asset Management
New York
$1.53M 22,980 -5,006 -18%
MIAN
121
Mariner Independent Advisor Network
Kansas
$1.52M 22,674 -1,188 -5%
BSW
122
Buckingham Strategic Wealth
Missouri
$1.5M 22,338 +68 +0.3%
AF
123
Allworth Financial
California
$1.49M 22,276 – –
NW
124
NewEdge Wealth
Pennsylvania
$1.49M 22,246 -8,084 -27%
BDF
125
Balasa Dinverno & Foltz
$1.48M 22,100 – –
3 4
5
6 7