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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

459 hedge funds and large institutions have $2.11B invested in iShares MSCI KLD 400 Social ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 159 reducing their positions, and 20 closing their positions.

Holders
459
Holders Change
+25
Holders Change %
+5.76%
% of All Funds
7.24%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
47
Increased
134
Reduced
159
Closed
20
Calls
$17K
Puts
–
Net Calls
+$17K
Net Calls Change
-$404K

Top Buyers

1
DF
1
Dunhill Financial
United Kingdom
$19.8M
2
Cerity Partners
2
Cerity Partners
New York
$20.6M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$73.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$371M
5
Ameriprise
5
Ameriprise
Minnesota
$84.2M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$128M
3
Bank of America
3
Bank of America
North Carolina
$143M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$2.28M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$35.3M
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
126
Evergreen Capital Management
Washington
$1.95M 23,176 +16,113 +228%
IFWM
127
Institute for Wealth Management
Colorado
$1.93M 22,953 +667 +3%
AF
128
Allworth Financial
California
$1.92M 22,788 -1,593 -7%
SWM
129
Spire Wealth Management
Virginia
$1.9M 22,577 +1,235 +6%
EWA
130
EP Wealth Advisors
California
$1.8M 9,387 -6,827 -42%
AFA
131
Arlington Financial Advisors
California
$1.77M 20,979 -3 -0%
DWT
132
Dorsey & Whitney Trust
South Dakota
$1.72M 20,463 – –
VC
133
Vicus Capital
Pennsylvania
$1.71M 20,363 -1,181 -5%
BWM
134
BigSur Wealth Management
Florida
$1.68M 20,000 -20,000 -50%
BBNA
135
Bremer Bank National Association
Minnesota
$1.67M 19,817 – –
EFM
136
Eley Financial Management
Vermont
$1.64M 19,533 -34 -0.2%
SPIA
137
Steward Partners Investment Advisory
New York
$1.64M 19,440 +1,068 +6%
BAAM
138
Baker Avenue Asset Management
California
$1.64M 19,426 -2,282 -11%
TDWM
139
Topel & Distasi Wealth Management
California
$1.63M 19,324 – –
HWM
140
HB Wealth Management
Georgia
$1.62M 19,200 – –
BTW
141
Boston Trust Walden
Massachusetts
$1.61M 19,083 -78 -0.4%
SWM
142
SigFig Wealth Management
California
$1.6M 19,238 +40 +0.2%
BP
143
BBR Partners
New York
$1.59M 18,907 +358 +2%
COCM
144
Charter Oak Capital Management
New Hampshire
$1.58M 18,784 -1,065 -5%
AFG
145
Affinia Financial Group
Massachusetts
$1.58M 18,414 -437 -2%
NW
146
NewEdge Wealth
Pennsylvania
$1.53M 18,192 -800 -4%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$1.53M 18,143 -14,897 -45%
GW
148
GW & Wade
Massachusetts
$1.51M 17,963 -166 -0.9%
WLIM
149
White Lighthouse Investment Management
Massachusetts
$1.48M 17,606 -757 -4%
AIP
150
Ameritas Investment Partners
Nebraska
$1.48M 17,569 +1,078 +7%
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6
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