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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

492 hedge funds and large institutions have $2.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 198 increasing their positions, 133 reducing their positions, and 13 closing their positions.

Holders
492
Holders Change
+42
Holders Change %
+9.33%
% of All Funds
7.21%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
61
Increased
198
Reduced
133
Closed
13
Calls
$273K
Puts
–
Net Calls
+$273K
Net Calls Change
+$281K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$820M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$222M
3
Cerity Partners
3
Cerity Partners
New York
$24.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$152M
5
Wells Fargo
5
Wells Fargo
California
$30.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$26.4M
2
DF
2
Dunhill Financial
United Kingdom
$17.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$34.5M
4
AAS
4
Ameritas Advisory Services
Nebraska
$8.22M
5
UBS Group
5
UBS Group
Switzerland
$46.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$1.74M 19,116 -11,627 -38%
BTW
152
Boston Trust Walden
Massachusetts
$1.74M 19,097 +14 +0.1%
NW
153
NewEdge Wealth
Pennsylvania
$1.66M 18,193 +1 +0%
CA
154
Cetera Advisors
Colorado
$1.65M 18,177 +1,683 +10%
GM
155
GeoWealth Management
Illinois
$1.65M 18,140 +18,140 New
Wealthfront Advisers
156
Wealthfront Advisers
California
$1.62M 17,760 +621 +4%
CAMV
157
Concord Asset Management (Virginia)
Virginia
$1.61M 17,718 -6,224 -26%
Renaissance Technologies
158
Renaissance Technologies
New York
$1.59M 17,500 +10,200 +140%
VC
159
Vicus Capital
Pennsylvania
$1.59M 17,466 -2,455 -12%
WLIM
160
White Lighthouse Investment Management
Massachusetts
$1.58M 17,380 -316 -2%
AIP
161
Ameritas Investment Partners
Nebraska
$1.58M 17,337 -252 -1%
SFG
162
Sage Financial Group
Pennsylvania
$1.58M 17,309 +1,116 +7%
AFS
163
Annapolis Financial Services
Maryland
$1.57M 17,286 – –
AWM
164
AE Wealth Management
Kansas
$1.53M 16,290 +2,266 +16%
COCM
165
Charter Oak Capital Management
New Hampshire
$1.52M 16,714 -35 -0.2%
DI
166
DFPG Investments
Utah
$1.52M 16,975 -825 -5%
CCM
167
Coldstream Capital Management
Washington
$1.49M 16,336 -716 -4%
EWA
168
EP Wealth Advisors
California
$1.43M 15,668 -566 -3%
CWI
169
Conscious Wealth Investments
Florida
$1.42M 15,082 +15,082 New
MIA
170
MainStreet Investment Advisors
Illinois
$1.42M 15,544 +1,692 +12%
PWM
171
Perigon Wealth Management
California
$1.37M 15,072 +1,020 +7%
IRC
172
Investors Research Corp
Georgia
$1.35M 14,862 +35 +0.2%
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$1.34M 14,742 +1,594 +12%
FWM
174
Fingerlakes Wealth Management
New York
$1.34M 14,735 +2 +0%
AWM
175
Apollon Wealth Management
South Carolina
$1.31M 14,338 +4,545 +46%
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