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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 %
DWM
201
Destination Wealth Management
California
$704K +$47.3K +659 +7%
AF
202
Advisornet Financial
Minnesota
$700K -$53K -738 -7%
DAS
203
Dynamic Advisor Solutions
Arizona
$693K +$72 +1 +0%
WA
204
Wealth Alliance
New York
$673K -$86.4K -1,204 -11%
MPW
205
MA Private Wealth
California
$664K +$172K +2,390 +35%
CHAM
206
Clear Harbor Asset Management
Connecticut
$652K +$862 +12 +0.1%
Fidelity Investments
207
Fidelity Investments
Massachusetts
$651K +$6.53K +91 +1%
HA
208
Harfst & Associates
Wyoming
$651K +$861 +12 +0.1%
SB
209
Strategic Blueprint
Georgia
$636K -$117K -1,635 -16%
FLPIM
210
F.L. Putnam Investment Management
Massachusetts
$611K -$23.3K -324 -4%
VA
211
Valmark Advisers
Ohio
$589K +$21.5K +300 +4%
BNP Paribas Financial Markets
212
BNP Paribas Financial Markets
France
$589K +$31.4K +437 +6%
RW
213
Rede Wealth
Virginia
$565K -$13.7K -191 -2%
TIA
214
Traphagen Investment Advisors
New Jersey
$559K +$31.8K +443 +6%
WTC
215
WhitTier Trust Company
Nevada
$556K -$393K -5,475 -41%
RWP
216
Revolve Wealth Partners
New Jersey
$545K +$91K +1,267 +20%
AIM
217
Acropolis Investment Management
Missouri
$544K – – –
WCWM
218
Willow Creek Wealth Management
California
$543K – – –
CPFP
219
Clear Perspectives Financial Planning
Ohio
$542K -$6.32K -88 -1%
ECM
220
Evergreen Capital Management
Washington
$534K +$7.18K +100 +1%
HBT
221
Hills Bank & Trust
Iowa
$529K +$242K +3,375 +85%
KFSC
222
Keystone Financial Services (Colorado)
Colorado
$527K -$217K -2,825 -29%
VWA
223
VERITY Wealth Advisors
United States
$525K – – –
WP
224
WealthShield Partners
North Carolina
$524K -$8.83K -123 -2%
PWAG
225
Polaris Wealth Advisory Group
California
$523K +$5.88K +79 +1%
7 8
9
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