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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

436 hedge funds and large institutions have $2.34B invested in iShares MSCI KLD 400 Social ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 135 reducing their positions, and 20 closing their positions.

Holders
436
Holders Change
+19
Holders Change %
+4.56%
% of All Funds
7.03%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
46
Increased
155
Reduced
135
Closed
20
Calls
$294K
Puts
$29K
Net Calls
+$265K
Net Calls Change
+$265K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$392M
2
Bank of America
2
Bank of America
North Carolina
$182M
3
BlackRock
3
BlackRock
New York
$22.2M
4
TAM
4
Trillium Asset Management
Massachusetts
$14M
5
SEI Investments
5
SEI Investments
Pennsylvania
$22.7M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$5.09M
2
BF
2
Brooklyn FI
New York
$486K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.21M
4
IA
4
IFP Advisors
Florida
$148K
5
Morgan Stanley
5
Morgan Stanley
New York
$331M
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
151
Ameritas Investment Partners
Nebraska
$1.19M 16,590 -644 -4%
WLIM
152
White Lighthouse Investment Management
Massachusetts
$1.16M 16,147 -618 -4%
IRC
153
Investors Research Corp
Georgia
$1.14M 15,941 +44 +0.3%
BAAM
154
Baker Avenue Asset Management
California
$1.14M 15,940 -4,908 -24%
WT
155
Whittier Trust
California
$1.13M 15,792 – –
TFS
156
TrustCore Financial Services
Tennessee
$1.13M 15,704 +2,769 +21%
CCM
157
Coldstream Capital Management
Washington
$1.12M 15,600 +15,600 New
TDWM
158
Topel & Distasi Wealth Management
California
$1.11M 15,404 +82 +0.5%
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$1.09M 15,193 -1,055 -6%
BRWA
160
B. Riley Wealth Advisors
Florida
$1.09M 15,177 +14 +0.1%
WAM
161
WNY Asset Management
New York
$1.08M 15,093 -7,887 -34%
HF
162
HRT Financial
New York
$1.03M 14,302 -3,577 -20%
UIA
163
Ulland Investment Advisors
Minnesota
$1.02M 14,260 – –
PFGIA
164
Patriot Financial Group Insurance Agency
Massachusetts
$1.01M 14,135 -38 -0.3%
FWM
165
Fingerlakes Wealth Management
New York
$1.01M 14,128 -68 -0.5%
OPS
166
Orion Portfolio Solutions
Nebraska
$1M 13,997 +1,666 +14%
NA
167
NewEdge Advisors
Louisiana
$1M 14,327 +1,163 +9%
RIA
168
Regal Investment Advisors
Michigan
$987K 13,754 -3,761 -21%
TWP
169
Tempus Wealth Planning
California
$980K 13,654 +1,850 +16%
APW
170
Austin Private Wealth
Texas
$976K 13,599 -43 -0.3%
T
171
TCWP
Ohio
$955K 13,296 +2,854 +27%
GIA
172
Goodwin Investment Advisory
Georgia
$939K 13,085 -265 -2%
1WM
173
1900 Wealth Management
Texas
$935K 13,018 +16 +0.1%
GDP
174
Great Diamond Partners
Maine
$931K 12,970 +4,387 +51%
UCFA
175
United Capital Financial Advisors
Texas
$918K 12,794 -757 -6%
5 6
7
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