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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
EBT
176
Enterprise Bank & Trust
Massachusetts
$915K – – –
CPIG
177
Chicago Partners Investment Group
Illinois
$905K -$33.2K -422 -4%
MPWT
178
MassMutual Private Wealth & Trust
Connecticut
$884K +$46.7K +651 +6%
MIA
179
MainStreet Investment Advisors
Illinois
$884K +$60.9K +848 +7%
RIS
180
Retirement Income Solutions
Michigan
$872K -$12.3K -172 -1%
NFP
181
NorthLanding Financial Partners
New York
$870K +$3.38K +47 +0.4%
BSWM
182
Boston Standard Wealth Management
Massachusetts
$865K +$48.6K +676 +6%
BWA
183
Bordeaux Wealth Advisors
California
$861K – – –
Vontobel Holding
184
Vontobel Holding
Switzerland
$854K -$20.6K -287 -2%
BMM
185
Buffington Mohr McNeal
Idaho
$842K – – –
Baird Financial Group
186
Baird Financial Group
Wisconsin
$809K -$75.2K -1,048 -9%
BIA
187
Bigelow Investment Advisors
Maine
$802K +$76K +1,059 +10%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$792K – – –
FFN
189
Focus Financial Network
Minnesota
$791K +$16.9K +235 +2%
PWM
190
Perigon Wealth Management
California
$789K +$114K +1,582 +17%
Jane Street
191
Jane Street
New York
$788K -$1.25M -17,433 -61%
PA
192
Prism Advisors
California
$785K +$7.25K +101 +0.9%
BDFN
193
Bond & Devick Financial Network
Minnesota
$782K -$125K -1,741 -14%
SPC
194
Sigma Planning Corp
Michigan
$767K -$30.2K -421 -4%
BSW
195
Buckingham Strategic Wealth
Missouri
$760K -$843K -11,747 -53%
WMP
196
Wealth Management Partners
Arizona
$760K -$69.1K -1,000 -8%
SDWMA
197
Schneider Downs Wealth Management Advisors
Pennsylvania
$745K – – –
HPM
198
Hoxton Planning & Management
West Virginia
$722K +$722K +10,052 New
RBC
199
Romano Brothers & Co
Illinois
$714K – – –
SWM
200
SigFig Wealth Management
California
$706K +$56.4K +1,807 +9%
6 7
8
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