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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

417 hedge funds and large institutions have $1.75B invested in iShares MSCI KLD 400 Social ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 154 increasing their positions, 121 reducing their positions, and 30 closing their positions.

Holders
417
Holders Change
-5
Holders Change %
-1.18%
% of All Funds
7.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
29
Increased
154
Reduced
121
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$36.1M
2
Ameriprise
2
Ameriprise
Minnesota
$58.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$108M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$233M
5
PA
5
PFG Advisors
Arizona
$2.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$17.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.33M
3
GI
3
Gradient Investments
Minnesota
$5.32M
4
SEI Investments
4
SEI Investments
Pennsylvania
$14.4M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$312M 4,652,050 -3,256 -0.1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$233M 3,479,575 +59,809 +2%
Bank of America
3
Bank of America
North Carolina
$137M 2,041,690 -41,548 -2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$108M 1,615,776 +67,638 +4%
Ameriprise
5
Ameriprise
Minnesota
$58.7M 877,072 +141,430 +19%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$50.1M 748,186 -22,976 -3%
Betterment LLC
7
Betterment LLC
New York
$46.2M 641,886 – –
UBS Group
8
UBS Group
Switzerland
$40.6M 606,813 -7,687 -1%
LPL Financial
9
LPL Financial
California
$36.1M 538,593 +228,886 +74%
Osaic Holdings
10
Osaic Holdings
Arizona
$31.6M 471,545 +12,479 +3%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$31.3M 466,846 +22,535 +5%
Goldman Sachs
12
Goldman Sachs
New York
$27M 403,317 -6,424 -2%
Cerity Partners
13
Cerity Partners
New York
$19.4M 290,058 -8,233 -3%
Wells Fargo
14
Wells Fargo
California
$17.3M 258,330 -110,037 -30%
Truist Financial
15
Truist Financial
North Carolina
$16.1M 240,213 -1,327 -0.5%
Mariner
16
Mariner
Kansas
$15.5M 231,204 +5,100 +2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$15M 224,374 -53,382 -19%
SEI Investments
18
SEI Investments
Pennsylvania
$14.4M 214,578 -56,315 -21%
PAS
19
Park Avenue Securities
New York
$14.3M 212,873 +13,249 +7%
Creative Planning
20
Creative Planning
Kansas
$12.9M 192,081 +911 +0.5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$12.8M 190,695 -9,448 -5%
US Bancorp
22
US Bancorp
Minnesota
$12.5M 186,510 -2,179 -1%
MML Investors Services
23
MML Investors Services
Massachusetts
$11.7M 175,077 +8,919 +5%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$11M 164,500 -1,267 -0.8%
5L
25
55I LLC
Massachusetts
$11M 163,827 -14,877 -8%
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