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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BIA
201
Bigelow Investment Advisors
Maine
$751K +$6.43K +79 +0.9%
BRWA
202
B. Riley Wealth Advisors
Florida
$747K -$22.7K -278 -3%
DAS
203
Dynamic Advisor Solutions
Arizona
$742K – – –
HI
204
Harbour Investments
Wisconsin
$736K -$37.2K -457 -5%
MCCP
205
Mission Creek Capital Partners
California
$717K +$178K +2,185 +33%
DADC
206
D.A. Davidson & Co
Montana
$708K -$2.44K -30 -0.3%
HCA
207
Heck Capital Advisors
Wisconsin
$705K +$43.2K +531 +7%
WIA
208
World Investment Advisors
California
$702K -$13.2K -162 -2%
TC
209
TownSquare Capital
Utah
$697K +$697K +8,561 New
BlackRock
210
BlackRock
New York
$687K +$27.4K +336 +4%
VA
211
Valmark Advisers
Ohio
$679K – – –
HA
212
Harfst & Associates
Wyoming
$675K +$163 +2 +0%
MYIA
213
Mount Yale Investment Advisors
Colorado
$669K +$6.35K +78 +1%
RW
214
Rede Wealth
Virginia
$656K +$7.25K +89 +1%
B
215
Bensler
Washington
$647K +$77.3K +950 +14%
AIM
216
Acropolis Investment Management
Missouri
$647K – – –
ACG
217
Allen Capital Group
Nebraska
$637K -$5.62K -69 -0.9%
MA
218
Mutual Advisors
Nebraska
$630K +$397K +4,872 +170%
BCM
219
Brookstone Capital Management
Illinois
$624K +$5.25K +65 +0.8%
CT
220
Cambridge Trust
Massachusetts
$624K +$18.4K +226 +3%
FFA
221
Farther Finance Advisors
California
$622K -$7.73K -95 -1%
FLPIM
222
F.L. Putnam Investment Management
Massachusetts
$622K -$50.1K -616 -7%
WAM
223
WNY Asset Management
New York
$613K -$21.2K -260 -3%
WCWM
224
Willow Creek Wealth Management
California
$607K – – –
RBC
225
Romano Brothers & Co
Illinois
$607K -$20.4K -250 -3%
7 8
9
10 11