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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
DWT
126
Dorsey & Whitney Trust
South Dakota
$1.48M – – –
AWS
127
AJ Wealth Strategies
New York
$1.45M +$324K +4,841 +29%
Wealthfront Advisers
128
Wealthfront Advisers
California
$1.4M +$112K +1,677 +9%
BAAM
129
Baker Avenue Asset Management
California
$1.4M +$218K +3,251 +18%
RJT
130
Raymond James Trust
Florida
$1.38M – – –
CCA
131
Childress Capital Advisors
Texas
$1.36M -$16.9K -253 -1%
VC
132
Vicus Capital
Pennsylvania
$1.35M +$42.8K +639 +3%
SW
133
SVB Wealth
Massachusetts
$1.32M -$694K -10,366 -34%
AWM
134
AE Wealth Management
Kansas
$1.29M +$7.3K +109 +0.6%
HWM
135
HB Wealth Management
Georgia
$1.29M – – –
BTW
136
Boston Trust Walden
Massachusetts
$1.23M – – –
IWC
137
Integrated Wealth Concepts
Massachusetts
$1.22M -$767K -11,450 -39%
GW
138
GW & Wade
Massachusetts
$1.2M +$106K +1,586 +10%
HF
139
HRT Financial
New York
$1.2M +$966K +14,422 +417%
AssetMark Inc
140
AssetMark Inc
California
$1.19M +$467K +6,977 +65%
SFG
141
Sage Financial Group
Pennsylvania
$1.19M +$41.3K +616 +4%
RIA
142
Regal Investment Advisors
Michigan
$1.17M +$303K +4,525 +35%
DJSG
143
D.J. St. Germain
Massachusetts
$1.17M – – –
BP
144
BBR Partners
New York
$1.16M -$5.23K -78 -0.4%
AFS
145
Annapolis Financial Services
Maryland
$1.16M – – –
AIP
146
Ameritas Investment Partners
Nebraska
$1.15M +$36.6K +546 +3%
AIA
147
Arbor Investment Advisors
North Carolina
$1.13M -$55.2K -824 -5%
TDWM
148
Topel & Distasi Wealth Management
California
$1.13M -$43K -582 -4%
WLIM
149
White Lighthouse Investment Management
Massachusetts
$1.12M +$9.04K +135 +0.8%
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$1.08M -$72.2K -1,084 -6%
4 5
6
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