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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 %
IFWM
126
Institute for Wealth Management
Colorado
$1.58M 22,048 -2,065 -9%
VC
127
Vicus Capital
Pennsylvania
$1.54M 21,460 +1,374 +7%
GA
128
Geller Advisors
New York
$1.49M 20,686 -31,361 -60%
DWT
129
Dorsey & Whitney Trust
South Dakota
$1.47M 20,463 -1,627 -7%
RJT
130
Raymond James Trust
Florida
$1.47M 20,411 -252 -1%
COCM
131
Charter Oak Capital Management
New Hampshire
$1.45M 20,170 +4,110 +26%
GW
132
GW & Wade
Massachusetts
$1.42M 19,721 +1,805 +10%
SW
133
SVB Wealth
Massachusetts
$1.38M 19,244 -457 -2%
HWM
134
HB Wealth Management
Georgia
$1.38M 19,200 – –
BTW
135
Boston Trust Walden
Massachusetts
$1.38M 19,191 +835 +5%
SFG
136
Sage Financial Group
Pennsylvania
$1.37M 19,146 +1,384 +8%
Wealthfront Advisers
137
Wealthfront Advisers
California
$1.34M 18,713 -2,231 -11%
EFM
138
Eley Financial Management
Vermont
$1.34M 18,638 +18,638 New
DIA
139
Dana Investment Advisors
Wisconsin
$1.33M 18,571 +18,571 New
FFA
140
Farther Finance Advisors
California
$1.33M 18,497 +18,497 New
NW
141
NewEdge Wealth
Pennsylvania
$1.32M 18,396 -3,850 -17%
AFG
142
Affinia Financial Group
Massachusetts
$1.31M 17,789 +3,429 +24%
SPIA
143
Steward Partners Investment Advisory
New York
$1.3M 18,061 +3,997 +28%
OCM
144
One Capital Management
California
$1.29M 17,956 -12,904 -42%
AWM
145
AE Wealth Management
Kansas
$1.29M 17,935 -1,389 -7%
CA
146
Cetera Advisors
Colorado
$1.28M 17,875 +11,065 +162%
BP
147
BBR Partners
New York
$1.24M 17,295 -66 -0.4%
AFS
148
Annapolis Financial Services
Maryland
$1.24M 17,286 – –
DJSG
149
D.J. St. Germain
Massachusetts
$1.24M 34,844 +18,619 +115%
AWS
150
AJ Wealth Strategies
New York
$1.21M 16,794 -4,841 -22%
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