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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

422 hedge funds and large institutions have $1.88B invested in iShares MSCI KLD 400 Social ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
7.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
39
Increased
184
Reduced
98
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$246M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$55.4M
3
Bank of America
3
Bank of America
North Carolina
$150M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$33M
5
Wells Fargo
5
Wells Fargo
California
$26.5M

Top Sellers

1
OCM
1
One Capital Management
California
$2.23M
2
WA
2
Win Advisors
Florida
$66K
3
Ameriprise
3
Ameriprise
Minnesota
$53M
4
BF
4
Brooklyn FI
New York
$492K
5
PG
5
Prostatis Group
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
151
Ameritas Investment Partners
Nebraska
$1.2M +$106K +1,480 +10%
WLIM
152
White Lighthouse Investment Management
Massachusetts
$1.2M +$37.5K +521 +3%
GW
153
GW & Wade
Massachusetts
$1.17M +$69.4K +966 +6%
MLA
154
My Legacy Advisors
Oregon
$1.17M -$448K -6,112 -28%
DJSG
155
D.J. St. Germain
Massachusetts
$1.17M +$64.4K +895 +6%
UCFA
156
United Capital Financial Advisors
Texas
$1.17M +$63.1K +878 +6%
BRWA
157
B. Riley Wealth Advisors
Florida
$1.16M +$377K +5,240 +48%
TDWM
158
Topel & Distasi Wealth Management
California
$1.14M +$74K +1,030 +7%
IRC
159
Investors Research Corp
Georgia
$1.14M +$13.4K +187 +1%
WT
160
Whittier Trust
California
$1.13M -$85.2K -1,185 -7%
AFG
161
Affinia Financial Group
Massachusetts
$1.1M +$125K +1,679 +13%
UIA
162
Ulland Investment Advisors
Minnesota
$1.03M – – –
PFGIA
163
Patriot Financial Group Insurance Agency
Massachusetts
$1.02M +$296K +4,123 +41%
FWM
164
Fingerlakes Wealth Management
New York
$992K +$50.4K +701 +5%
APW
165
Austin Private Wealth
Texas
$965K +$582K +8,099 +152%
CCM
166
Coldstream Capital Management
Washington
$960K +$241K +3,348 +33%
WMP
167
Wealth Management Partners
Arizona
$946K -$218K -3,000 -19%
WTC
168
WhitTier Trust Company
Nevada
$946K +$58K +806 +7%
TWP
169
Tempus Wealth Planning
California
$941K -$57.1K -794 -6%
1WM
170
1900 Wealth Management
Texas
$935K -$358K -4,984 -28%
RIA
171
Regal Investment Advisors
Michigan
$934K +$198K +2,758 +27%
CPIG
172
Chicago Partners Investment Group
Illinois
$929K +$1.33K +17 +0.1%
EBT
173
Enterprise Bank & Trust
Massachusetts
$916K -$27K -375 -3%
WWA
174
WCG Wealth Advisors
Nevada
$914K +$914K +12,712 New
SPIA
175
Steward Partners Investment Advisory
New York
$905K +$318K +4,423 +54%
5 6
7
8 9