DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

450 hedge funds and large institutions have $2.1B invested in iShares MSCI KLD 400 Social ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 171 reducing their positions, and 30 closing their positions.

Holders
450
Holders Change
-9
Holders Change %
-1.96%
% of All Funds
7.18%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
29
Increased
118
Reduced
171
Closed
30
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$25K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$90.5M
2
AAS
2
Ameritas Advisory Services
Nebraska
$10.4M
3
LPL Financial
3
LPL Financial
California
$56.4M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$8.14M
5
Morgan Stanley
5
Morgan Stanley
New York
$366M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$176M
2
Cerity Partners
2
Cerity Partners
New York
$1.74M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$20.2M
4
GM
4
GeoWealth Management
Illinois
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$30.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AFS
151
Annapolis Financial Services
Maryland
$1.41M 17,286 – –
Wealthfront Advisers
152
Wealthfront Advisers
California
$1.4M 17,139 +10 +0.1%
CCM
153
Coldstream Capital Management
Washington
$1.39M 17,052 +580 +4%
COCM
154
Charter Oak Capital Management
New Hampshire
$1.36M 16,749 -2,035 -11%
CA
155
Cetera Advisors
Colorado
$1.34M 16,494 -355 -2%
EWA
156
EP Wealth Advisors
California
$1.32M 16,234 +6,847 +73%
SFG
157
Sage Financial Group
Pennsylvania
$1.32M 16,193 -280 -2%
IRC
158
Investors Research Corp
Georgia
$1.21M 14,827 -594 -4%
FWM
159
Fingerlakes Wealth Management
New York
$1.2M 14,733 -51 -0.3%
UIA
160
Ulland Investment Advisors
Minnesota
$1.16M 14,260 – –
PWM
161
Perigon Wealth Management
California
$1.14M 14,052 +373 +3%
AWM
162
AE Wealth Management
Kansas
$1.14M 14,024 -1,081 -7%
FFN
163
Focus Financial Network
Minnesota
$1.14M 13,906 -81 -0.6%
PA
164
Prism Advisors
California
$1.13M 28,426 +18,493 +186%
MIA
165
MainStreet Investment Advisors
Illinois
$1.13M 13,852 -223 -2%
WT
166
Whittier Trust
California
$1.12M 13,767 -2,025 -13%
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$1.12M 13,766 -361 -3%
TWP
168
Tempus Wealth Planning
California
$1.1M 13,545 -95 -0.7%
CQS
169
Credential Qtrade Securities
$1.1M 13,522 -1,274 -9%
RIS
170
Retirement Income Solutions
Michigan
$1.09M 13,369 – –
BSWM
171
Boston Standard Wealth Management
Massachusetts
$1.07M 13,186 +351 +3%
MPWT
172
MassMutual Private Wealth & Trust
Connecticut
$1.07M 13,148 -125 -0.9%
PFGIA
173
Patriot Financial Group Insurance Agency
Massachusetts
$1.07M 13,089 -578 -4%
MPW
174
MA Private Wealth
California
$1.06M 13,079 – –
Vontobel Holding
175
Vontobel Holding
Switzerland
$1.02M 12,496 -177 -1%
5 6
7
8 9