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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 %
MFA
101
McClarren Financial Advisors
Pennsylvania
$2.84M 31,166 +228 +0.7%
KeyBank National Association
102
KeyBank National Association
Ohio
$2.79M 30,637 +3,230 +12%
Lido Advisors
103
Lido Advisors
California
$2.77M 30,413 +763 +3%
SFP
104
Shepherd Financial Partners
Massachusetts
$2.76M 30,310 -633 -2%
P
105
Pitcairn
Pennsylvania
$2.67M 29,324 -84 -0.3%
CCA
106
Childress Capital Advisors
Texas
$2.65M 29,080 – –
PA
107
PFG Advisors
Arizona
$2.58M 28,347 -15 -0.1%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$2.58M 28,291 +28,291 New
BSB
109
Bangor Savings Bank
Maine
$2.57M 28,198 -266 -0.9%
RJT
110
Raymond James Trust
Florida
$2.56M 28,082 +2,299 +9%
CAM
111
Cresset Asset Management
Illinois
$2.55M 27,997 +2 +0%
KPWS
112
Kestra Private Wealth Services
Texas
$2.48M 27,242 -1,731 -6%
CWP
113
Concord Wealth Partners
Virginia
$2.48M 27,228 -6,773 -20%
WCM
114
Wealthcare Capital Management
Virginia
$2.46M 27,031 +68 +0.3%
SPIA
115
Steward Partners Investment Advisory
New York
$2.45M 26,941 +5,766 +27%
PWLP
116
Prio Wealth Limited Partnership
Massachusetts
$2.4M 26,380 – –
IWC
117
Integrated Wealth Concepts
Massachusetts
$2.4M 26,346 +1,401 +6%
AF
118
Allworth Financial
California
$2.33M 25,597 +3,410 +15%
FI
119
Financial Insights
Washington
$2.32M 25,467 -35 -0.1%
IFWM
120
Institute for Wealth Management
Colorado
$2.3M 25,235 -104 -0.4%
JMFC
121
J.M. Forbes & Co
Massachusetts
$2.29M 25,177 -169 -0.7%
CWM
122
Cornerstone Wealth Management
Missouri
$2.28M 24,990 +278 +1%
HH
123
Hilltop Holdings
Texas
$2.26M 24,842 +1,002 +4%
WP
124
WealthSource Partners
California
$2.26M 24,827 +1,325 +6%
CPIG
125
Chicago Partners Investment Group
Illinois
$2.23M 23,864 +83 +0.3%
3 4
5
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