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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.

Holders
436
Holders Change
+19
Holders Change %
+4.56%
% of All Funds
7.04%
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 Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$392M 5,453 +1,021 +23%
Morgan Stanley
2
Morgan Stanley
New York
$331M 4,610,621 -41,429 -0.9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$253M 3,518,231 +38,656 +1%
Bank of America
4
Bank of America
North Carolina
$182M 2,533,623 +491,933 +24%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$123M 1,714,691 +98,915 +6%
Ameriprise
6
Ameriprise
Minnesota
$63.4M 883,770 +6,698 +0.8%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$56.8M 791,363 +43,177 +6%
UBS Group
8
UBS Group
Switzerland
$44M 613,339 +6,526 +1%
Betterment LLC
9
Betterment LLC
New York
$43.2M 601,998 -39,888 -6%
LPL Financial
10
LPL Financial
California
$43.1M 599,929 +61,336 +11%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$34.2M 476,276 +9,430 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$32.8M 456,410 -15,135 -3%
Goldman Sachs
13
Goldman Sachs
New York
$28.3M 393,540 -9,777 -2%
Wells Fargo
14
Wells Fargo
California
$23M 320,504 +62,174 +24%
SEI Investments
15
SEI Investments
Pennsylvania
$22.7M 316,658 +102,080 +48%
BlackRock
16
BlackRock
New York
$22.2M 309,551 +274,088 +773%
Mariner
17
Mariner
Kansas
$17.7M 246,217 +15,013 +6%
Truist Financial
18
Truist Financial
North Carolina
$17M 237,032 -3,181 -1%
PAS
19
Park Avenue Securities
New York
$15.4M 215,118 +2,245 +1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$15.1M 210,689 +19,994 +10%
TAM
21
Trillium Asset Management
Massachusetts
$14M 195,076 +134,675 +223%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$13.9M 193,300 +53,995 +39%
Creative Planning
23
Creative Planning
Kansas
$13.8M 192,827 +746 +0.4%
US Bancorp
24
US Bancorp
Minnesota
$13.3M 185,352 -1,158 -0.6%
MML Investors Services
25
MML Investors Services
Massachusetts
$12.2M 169,499 -5,578 -3%
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