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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

492 hedge funds and large institutions have $2.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 198 increasing their positions, 133 reducing their positions, and 13 closing their positions.

Holders
492
Holders Change
+42
Holders Change %
+9.33%
% of All Funds
7.21%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
61
Increased
198
Reduced
133
Closed
13
Calls
$273K
Puts
–
Net Calls
+$273K
Net Calls Change
+$281K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$820M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$222M
3
Cerity Partners
3
Cerity Partners
New York
$24.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$152M
5
Wells Fargo
5
Wells Fargo
California
$30.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$26.4M
2
DF
2
Dunhill Financial
United Kingdom
$17.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$34.5M
4
AAS
4
Ameritas Advisory Services
Nebraska
$8.22M
5
UBS Group
5
UBS Group
Switzerland
$46.8M
Name Market Value Shares Shares
Change 		Shares
Change %
EFM
126
Eley Financial Management
Vermont
$2.18M 23,965 +4,229 +21%
SW
127
SVB Wealth
Massachusetts
$2.18M 23,956 -2,068 -8%
FSA
128
Financial Services Advisory
Maryland
$2.14M 23,509 +5,021 +27%
LJAC
129
L.J. Altfest & Co
New York
$2.13M 23,442 -2,456 -9%
ECM
130
Evergreen Capital Management
Washington
$2.12M 23,336 +660 +3%
AAS
131
Avantax Advisory Services
Texas
$2.08M 22,899 -394 -2%
BP
132
BBR Partners
New York
$2.04M 22,382 +933 +4%
NA
133
NewEdge Advisors
Louisiana
$2.03M 21,830 +4,202 +24%
Prudential Financial
134
Prudential Financial
New Jersey
$2.01M 22,044 -1,623 -7%
CQS
135
Credential Qtrade Securities
$1.97M 21,615 +8,093 +60%
GW
136
GW & Wade
Massachusetts
$1.92M 21,063 +802 +4%
KAS
137
Kestra Advisory Services
Texas
$1.86M 20,448 +2,155 +12%
SWM
138
SigFig Wealth Management
California
$1.86M 20,436 +2,909 +17%
DWT
139
Dorsey & Whitney Trust
South Dakota
$1.84M 20,162 -255 -1%
SWM
140
Spire Wealth Management
Virginia
$1.83M 19,726 -2,858 -13%
BWM
141
BigSur Wealth Management
Florida
$1.82M 20,000 – –
AFA
142
Arlington Financial Advisors
California
$1.82M 19,988 -438 -2%
TDWM
143
Topel & Distasi Wealth Management
California
$1.81M 19,916 -796 -4%
NP
144
NorthRock Partners
Minnesota
$1.81M 19,856 +19,856 New
SFA
145
Sequoia Financial Advisors
Ohio
$1.79M 19,674 +16,813 +588%
BBNA
146
Bremer Bank National Association
Minnesota
$1.78M 19,561 -122 -0.6%
ACA
147
Aptus Capital Advisors
Alabama
$1.78M 19,524 +13,959 +251%
BAAM
148
Baker Avenue Asset Management
California
$1.76M 19,338 +13 +0.1%
HWM
149
HB Wealth Management
Georgia
$1.75M 19,200 – –
DIA
150
Dana Investment Advisors
Wisconsin
$1.75M 19,188 +19,188 New
4 5
6
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