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 %
AssetMark Inc
101
AssetMark Inc
California
$2.33M 28,671 +3,607 +14%
CG
102
Colony Group
Massachusetts
$2.33M 28,619 – –
BSB
103
Bangor Savings Bank
Maine
$2.32M 28,464 -200 -0.7%
SHJ
104
Sharkey, Howes & Javer
Colorado
$2.32M 28,437 +1,329 +5%
PA
105
PFG Advisors
Arizona
$2.31M 28,362 -4,776 -14%
CAM
106
Cresset Asset Management
Illinois
$2.28M 27,995 -1 -0%
KeyBank National Association
107
KeyBank National Association
Ohio
$2.23M 27,407 -885 -3%
WCM
108
Wealthcare Capital Management
Virginia
$2.2M 26,963 -2,351 -8%
PWLP
109
Prio Wealth Limited Partnership
Massachusetts
$2.15M 26,380 – –
SW
110
SVB Wealth
Massachusetts
$2.12M 26,024 -2,180 -8%
LJAC
111
L.J. Altfest & Co
New York
$2.11M 25,898 -2,390 -8%
RJT
112
Raymond James Trust
Florida
$2.1M 25,783 +178 +0.7%
JMFC
113
J.M. Forbes & Co
Massachusetts
$2.06M 25,346 +945 +4%
IFWM
114
Institute for Wealth Management
Colorado
$2.06M 25,339 +2,386 +10%
IWC
115
Integrated Wealth Concepts
Massachusetts
$2.03M 24,945 -1,114 -4%
FI
116
Financial Insights
Washington
$2.02M 25,502 -1,908 -7%
CWM
117
Cornerstone Wealth Management
Missouri
$2.01M 24,712 -4,081 -14%
Two Sigma Investments
118
Two Sigma Investments
New York
$2M 24,600 +24,600 New
CAMV
119
Concord Asset Management (Virginia)
Virginia
$1.95M 23,942 -3,344 -12%
HH
120
Hilltop Holdings
Texas
$1.94M 23,840 +71 +0.3%
Prudential Financial
121
Prudential Financial
New Jersey
$1.93M 23,667 -3,370 -12%
WP
122
WealthSource Partners
California
$1.91M 23,502 -2,330 -9%
CPIG
123
Chicago Partners Investment Group
Illinois
$1.9M 23,781 +65 +0.3%
AAS
124
Avantax Advisory Services
Texas
$1.9M 23,293 -871 -4%
ECM
125
Evergreen Capital Management
Washington
$1.85M 22,676 -500 -2%
3 4
5
6 7