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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Allworth Financial
California
$1.6M -$123K -1,715 -7%
BSW
127
Buckingham Strategic Wealth
Missouri
$1.6M +$553K +7,691 +53%
DWT
128
Dorsey & Whitney Trust
South Dakota
$1.59M – – –
BDF
129
Balasa Dinverno & Foltz
$1.59M +$144 +2 +0%
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$1.49M -$66.6K -927 -4%
SWM
131
Spire Wealth Management
Virginia
$1.49M -$1.59M -22,082 -52%
RJT
132
Raymond James Trust
Florida
$1.49M -$45.9K -638 -3%
CCA
133
Childress Capital Advisors
Texas
$1.47M – – –
NA
134
NewEdge Advisors
Louisiana
$1.4M -$154K -2,138 -10%
VC
135
Vicus Capital
Pennsylvania
$1.4M +$311K +4,320 +29%
Wealthfront Advisers
136
Wealthfront Advisers
California
$1.39M +$172K +2,389 +14%
AWM
137
AE Wealth Management
Kansas
$1.38M +$789K +10,973 +133%
HWM
138
HB Wealth Management
Georgia
$1.38M – – –
PWAG
139
Polaris Wealth Advisory Group
California
$1.38M +$913K +12,697 +196%
BTW
140
Boston Trust Walden
Massachusetts
$1.32M – – –
WA
141
Wealth Alliance
New York
$1.3M +$681K +9,470 +111%
AIA
142
Arbor Investment Advisors
North Carolina
$1.28M -$12.8K -178 -1%
BAAM
143
Baker Avenue Asset Management
California
$1.27M +$46.7K +650 +4%
BP
144
BBR Partners
New York
$1.25M +$109K +1,520 +10%
National Bank of Canada
145
National Bank of Canada
Quebec, Canada
$1.25M +$84.8K +1,179 +7%
WWM
146
Western Wealth Management
Colorado
$1.25M -$585K -8,124 -32%
AFS
147
Annapolis Financial Services
Maryland
$1.24M – – –
COCM
148
Charter Oak Capital Management
New Hampshire
$1.24M +$1.65K +23 +0.1%
SFG
149
Sage Financial Group
Pennsylvania
$1.23M -$250K -3,472 -17%
AWS
150
AJ Wealth Strategies
New York
$1.21M – – –
4 5
6
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