DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

436 hedge funds and large institutions have $2.34B invested in iShares MSCI KLD 400 Social ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 135 reducing their positions, and 20 closing their positions.

Holders
436
Holders Change
+19
Holders Change %
+4.56%
% of All Funds
7.03%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
46
Increased
155
Reduced
135
Closed
20
Calls
$294K
Puts
$29K
Net Calls
+$265K
Net Calls Change
+$265K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$392M
2
Bank of America
2
Bank of America
North Carolina
$182M
3
BlackRock
3
BlackRock
New York
$22.2M
4
TAM
4
Trillium Asset Management
Massachusetts
$14M
5
SEI Investments
5
SEI Investments
Pennsylvania
$22.7M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$5.09M
2
BF
2
Brooklyn FI
New York
$486K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.21M
4
IA
4
IFP Advisors
Florida
$148K
5
Morgan Stanley
5
Morgan Stanley
New York
$331M
Name Market Value Shares Shares
Change 		Shares
Change %
SBL
101
Sargent Bickham Lagudis
Colorado
$2.23M 31,066 +1,002 +3%
AAS
102
Avantax Advisory Services
Texas
$2.22M 30,902 +5,011 +19%
MFA
103
McClarren Financial Advisors
Pennsylvania
$2.21M 30,761 +125 +0.4%
WCM
104
Wealthcare Capital Management
Virginia
$2.2M 30,587 +747 +3%
BCM
105
Brookstone Capital Management
Illinois
$2.16M 29,728 -416 -1%
LJAC
106
L.J. Altfest & Co
New York
$2.16M 30,039 +400 +1%
WP
107
WealthSource Partners
California
$2.16M 30,021 -147 -0.5%
SCA
108
Snowden Capital Advisors
New York
$2.14M 29,871 +3,429 +13%
BSB
109
Bangor Savings Bank
Maine
$2.14M 29,831 -69 -0.2%
NCM
110
Neumann Capital Management
California
$2.09M 29,148 +4,790 +20%
CCA
111
Childress Capital Advisors
Texas
$2.07M 28,789 +8,550 +42%
KeyBank National Association
112
KeyBank National Association
Ohio
$2.05M 28,616 -1,077 -4%
P
113
Pitcairn
Pennsylvania
$2.01M 27,940 -1,516 -5%
HH
114
Hilltop Holdings
Texas
$1.99M 27,680 -96 -0.3%
DL
115
DOHJ LLC
Washington
$1.94M 27,071 +27,071 New
PAG
116
Private Advisor Group
New Jersey
$1.92M 143,616 +21,160 +17%
PWLP
117
Prio Wealth Limited Partnership
Massachusetts
$1.89M 26,380 – –
BBNA
118
Bremer Bank National Association
Minnesota
$1.81M 25,183 -112 -0.4%
UCIG
119
Ulrich Consultants & Investment Group
New Mexico
$1.78M 24,810 – –
CAMV
120
Concord Asset Management (Virginia)
Virginia
$1.77M 24,722 +162 +0.7%
MM
121
Main Management
California
$1.77M 24,698 – –
BFG
122
Baron Financial Group
New Jersey
$1.71M 23,750 -645 -3%
IWC
123
Integrated Wealth Concepts
Massachusetts
$1.7M 23,620 +5,412 +30%
CI
124
CX Institutional
Indiana
$1.68M 23,353 -590 -2%
AF
125
Allworth Financial
California
$1.6M 22,276 – –
3 4
5
6 7