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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

434 hedge funds and large institutions have $1.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 183 reducing their positions, and 26 closing their positions.

Holders
434
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
6.95%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
33
Increased
127
Reduced
183
Closed
26
Calls
$421K
Puts
–
Net Calls
+$421K
Net Calls Change
+$156K

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$12.6M
2
PI
2
PFG Investments
New York
$5.62M
3
CL
3
Choreo LLC
Illinois
$5.37M
4
Ameriprise
4
Ameriprise
Minnesota
$73.9M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$3.98M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$136M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$236M
3
BlackRock
3
BlackRock
New York
$599K
4
Morgan Stanley
4
Morgan Stanley
New York
$338M
5
TAM
5
Trillium Asset Management
Massachusetts
$3.86M
Name Market Value Shares Shares
Change 		Shares
Change %
DI
151
DFPG Investments
Utah
$1.27M 16,300 +16,300 New
CCM
152
Coldstream Capital Management
Washington
$1.24M 15,913 +313 +2%
CA
153
Cetera Advisors
Colorado
$1.23M 15,827 -2,048 -11%
WT
154
Whittier Trust
California
$1.23M 15,792 – –
Citadel Advisors
155
Citadel Advisors
Florida
$1.21M 15,560 -39,688 -72%
IRC
156
Investors Research Corp
Georgia
$1.2M 15,389 -552 -3%
AWM
157
AE Wealth Management
Kansas
$1.11M 14,277 -3,658 -20%
UIA
158
Ulland Investment Advisors
Minnesota
$1.11M 14,260 – –
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$1.1M 14,133 -1,060 -7%
FWM
160
Fingerlakes Wealth Management
New York
$1.09M 14,019 -109 -0.8%
PFGIA
161
Patriot Financial Group Insurance Agency
Massachusetts
$1.08M 13,793 -342 -2%
NA
162
NewEdge Advisors
Louisiana
$1.06M 13,650 -677 -5%
MIA
163
MainStreet Investment Advisors
Illinois
$1.06M 13,554 +1,241 +10%
TWP
164
Tempus Wealth Planning
California
$1.04M 13,358 -296 -2%
MPW
165
MA Private Wealth
California
$1.02M 13,070 +3,817 +41%
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$995K 12,754 +441 +4%
BSWM
167
Boston Standard Wealth Management
Massachusetts
$989K 12,685 +641 +5%
WAM
168
WNY Asset Management
New York
$951K 12,196 -2,897 -19%
NFP
169
NorthLanding Financial Partners
New York
$945K 12,123 +10 +0.1%
1WM
170
1900 Wealth Management
Texas
$938K 12,910 -108 -0.8%
BWA
171
Bordeaux Wealth Advisors
California
$936K 12,000 – –
EBT
172
Enterprise Bank & Trust
Massachusetts
$935K 11,990 -750 -6%
BPA
173
Beacon Pointe Advisors
California
$927K 11,881 +11,881 New
BMM
174
Buffington Mohr McNeal
Idaho
$915K 11,728 – –
Vontobel Holding
175
Vontobel Holding
Switzerland
$905K 11,599 -299 -3%
5 6
7
8 9