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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

450 hedge funds and large institutions have $2.1B invested in iShares MSCI KLD 400 Social ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 171 reducing their positions, and 30 closing their positions.

Holders
450
Holders Change
-9
Holders Change %
-1.96%
% of All Funds
7.18%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
29
Increased
118
Reduced
171
Closed
30
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$25K

Top Buyers

1
S
1
Syntrinsic
Colorado
$64.5M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$53.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$90.5M
4
AAS
4
Ameritas Advisory Services
Nebraska
$10.4M
5
LPL Financial
5
LPL Financial
California
$56.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$176M
2
Cerity Partners
2
Cerity Partners
New York
$1.74M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$20.2M
4
GM
4
GeoWealth Management
Illinois
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$30.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
126
Spire Wealth Management
Virginia
$1.84M 22,584 +7 +0%
AF
127
Allworth Financial
California
$1.81M 22,187 -601 -3%
BPA
128
Beacon Pointe Advisors
California
$1.78M 21,817 +21,817 New
BP
129
BBR Partners
New York
$1.75M 21,449 +2,542 +13%
Cerity Partners
130
Cerity Partners
New York
$1.74M 21,368 -223,954 -91%
SPIA
131
Steward Partners Investment Advisory
New York
$1.72M 21,175 +1,735 +9%
TDWM
132
Topel & Distasi Wealth Management
California
$1.69M 20,712 +1,388 +7%
AFA
133
Arlington Financial Advisors
California
$1.66M 20,426 -553 -3%
DWT
134
Dorsey & Whitney Trust
South Dakota
$1.66M 20,417 -46 -0.2%
GW
135
GW & Wade
Massachusetts
$1.65M 20,261 +2,298 +13%
BWM
136
BigSur Wealth Management
Florida
$1.63M 20,000 – –
VC
137
Vicus Capital
Pennsylvania
$1.62M 19,921 -442 -2%
EFM
138
Eley Financial Management
Vermont
$1.61M 19,736 +203 +1%
BBNA
139
Bremer Bank National Association
Minnesota
$1.6M 19,683 -134 -0.7%
BAAM
140
Baker Avenue Asset Management
California
$1.57M 19,325 -101 -0.5%
HWM
141
HB Wealth Management
Georgia
$1.56M 19,200 – –
BTW
142
Boston Trust Walden
Massachusetts
$1.55M 19,083 – –
FSA
143
Financial Services Advisory
Maryland
$1.51M 18,488 -9,065 -33%
KAS
144
Kestra Advisory Services
Texas
$1.49M 18,293 +1,118 +7%
NW
145
NewEdge Wealth
Pennsylvania
$1.48M 18,192 – –
DI
146
DFPG Investments
Utah
$1.47M 17,800 +2,092 +13%
WLIM
147
White Lighthouse Investment Management
Massachusetts
$1.44M 17,696 +90 +0.5%
NA
148
NewEdge Advisors
Louisiana
$1.44M 17,628 +157 +0.9%
AIP
149
Ameritas Investment Partners
Nebraska
$1.43M 17,589 +20 +0.1%
SWM
150
SigFig Wealth Management
California
$1.43M 17,527 -1,711 -9%
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6
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