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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

459 hedge funds and large institutions have $2.11B invested in iShares MSCI KLD 400 Social ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 159 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+25
Holders Change %
+5.76%
% of All Funds
7.24%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
47
Increased
134
Reduced
159
Closed
20
Calls
$17K
Puts
–
Net Calls
+$17K
Net Calls Change
-$404K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$20.6M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$73.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$371M
4
Ameriprise
4
Ameriprise
Minnesota
$84.2M
5
LGWM
5
Litman Gregory Wealth Management
California
$3.64M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$128M
3
Bank of America
3
Bank of America
North Carolina
$143M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$2.28M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$35.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
176
MA Private Wealth
California
$1.1M +$758 +9 +0.1%
BSWM
177
Boston Standard Wealth Management
Massachusetts
$1.08M +$12.6K +150 +1%
Vontobel Holding
178
Vontobel Holding
Switzerland
$1.07M +$90.4K +1,074 +9%
GDP
179
Great Diamond Partners
Maine
$1.01M +$81.2K +965 +9%
BWA
180
Bordeaux Wealth Advisors
California
$1.01M – – –
EBT
181
Enterprise Bank & Trust
Massachusetts
$1.01M – – –
T
182
TCWP
Ohio
$972K +$91.2K +1,084 +10%
BDFN
183
Bond & Devick Financial Network
Minnesota
$965K +$47.6K +566 +5%
APW
184
Austin Private Wealth
Texas
$945K +$64.5K +766 +7%
BNP Paribas Financial Markets
185
BNP Paribas Financial Markets
France
$922K +$179K +2,121 +24%
UCFA
186
United Capital Financial Advisors
Texas
$919K +$61K +725 +7%
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$914K – – –
Baird Financial Group
188
Baird Financial Group
Wisconsin
$910K -$43.2K -513 -5%
RIA
189
Regal Investment Advisors
Michigan
$905K +$8.42K +100 +0.9%
SPC
190
Sigma Planning Corp
Michigan
$887K -$40.5K -481 -4%
CHAM
191
Clear Harbor Asset Management
Connecticut
$875K +$49.7K +590 +6%
WMP
192
Wealth Management Partners
Arizona
$874K -$11.1K -132 -1%
SDWMA
193
Schneider Downs Wealth Management Advisors
Pennsylvania
$874K – – –
WA
194
Wealth Alliance
New York
$866K -$48.6K -577 -5%
BSW
195
Buckingham Strategic Wealth
Missouri
$862K -$29.1K -346 -3%
AWM
196
Apollon Wealth Management
South Carolina
$842K +$288K +3,418 +52%
Fidelity Investments
197
Fidelity Investments
Massachusetts
$838K -$9.34K -111 -1%
DWM
198
Destination Wealth Management
California
$838K -$27.2K -323 -3%
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$836K +$437K +5,190 +109%
PA
200
Prism Advisors
California
$836K +$7.24K +86 +0.9%
6 7
8
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