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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

417 hedge funds and large institutions have $1.75B invested in iShares MSCI KLD 400 Social ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 154 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
-5
Holders Change %
-1.18%
% of All Funds
7.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
29
Increased
154
Reduced
121
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$36.1M
2
Ameriprise
2
Ameriprise
Minnesota
$58.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$108M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$233M
5
PA
5
PFG Advisors
Arizona
$2.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$17.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.33M
3
GI
3
Gradient Investments
Minnesota
$5.32M
4
SEI Investments
4
SEI Investments
Pennsylvania
$14.4M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
COCM
151
Charter Oak Capital Management
New Hampshire
$1.08M -$74.5K -1,112 -6%
IRC
152
Investors Research Corp
Georgia
$1.07M +$2.81K +42 +0.3%
WT
153
Whittier Trust
California
$1.06M +$8.84K +132 +0.8%
TRCT
154
Tower Research Capital (TRC)
New York
$1.04M -$593K -8,857 -36%
BRWA
155
B. Riley Wealth Advisors
Florida
$1.02M -$63.5K -947 -6%
WWM
156
Western Wealth Management
Colorado
$983K -$175K -2,615 -15%
UIA
157
Ulland Investment Advisors
Minnesota
$955K – – –
AFG
158
Affinia Financial Group
Massachusetts
$953K -$29.9K -451 -3%
FWM
159
Fingerlakes Wealth Management
New York
$951K +$26.5K +395 +3%
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$949K -$3.01K -45 -0.3%
SPIA
161
Steward Partners Investment Advisory
New York
$942K +$98.6K +1,472 +12%
APW
162
Austin Private Wealth
Texas
$914K +$14.5K +217 +2%
UCFA
163
United Capital Financial Advisors
Texas
$907K -$179K -2,671 -16%
GIA
164
Goodwin Investment Advisory
Georgia
$894K +$132K +1,973 +17%
WTC
165
WhitTier Trust Company
Nevada
$885K +$4.02K +60 +0.5%
NA
166
NewEdge Advisors
Louisiana
$881K -$426K -6,364 -33%
1WM
167
1900 Wealth Management
Texas
$870K – – –
TFS
168
TrustCore Financial Services
Tennessee
$866K +$167K +2,496 +24%
EBT
169
Enterprise Bank & Trust
Massachusetts
$853K – – –
BDFN
170
Bond & Devick Financial Network
Minnesota
$846K +$6.83K +102 +0.8%
CPIG
171
Chicago Partners Investment Group
Illinois
$842K +$2.05K +29 +0.2%
WMP
172
Wealth Management Partners
Arizona
$840K -$70K -1,000 -8%
RIS
173
Retirement Income Solutions
Michigan
$837K – – –
OPS
174
Orion Portfolio Solutions
Nebraska
$826K +$61.9K +924 +8%
Baird Financial Group
175
Baird Financial Group
Wisconsin
$825K -$201 -3 -0%
5 6
7
8 9