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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.

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
DF
1
Dunhill Financial
United Kingdom
$19.8M
2
Cerity Partners
2
Cerity Partners
New York
$20.6M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$73.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$371M
5
Ameriprise
5
Ameriprise
Minnesota
$84.2M

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$371M 4,411,477 +80,736 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$254M 3,014,266 -6,255 -0.2%
Bank of America
3
Bank of America
North Carolina
$143M 1,694,805 -44,491 -3%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$128M 1,516,104 -76,094 -5%
Ameriprise
5
Ameriprise
Minnesota
$84.2M 999,978 +52,503 +6%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$73.7M 876,106 +99,364 +13%
LPL Financial
7
LPL Financial
California
$50.1M 595,300 -32,962 -5%
UBS Group
8
UBS Group
Switzerland
$47.7M 566,243 -17,060 -3%
Betterment LLC
9
Betterment LLC
New York
$45.5M 540,204 -32,778 -6%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$35.3M 419,964 -35,316 -8%
Osaic Holdings
11
Osaic Holdings
Arizona
$34.2M 405,855 +1,045 +0.3%
Goldman Sachs
12
Goldman Sachs
New York
$34M 403,815 +10,755 +3%
SEI Investments
13
SEI Investments
Pennsylvania
$29.8M 353,942 +689 +0.2%
Mariner
14
Mariner
Kansas
$20.9M 248,528 +1,572 +0.6%
Cerity Partners
15
Cerity Partners
New York
$20.6M 245,322 +172,623 +237%
DF
16
Dunhill Financial
United Kingdom
$19.8M 237,094 +237,094 New
Truist Financial
17
Truist Financial
North Carolina
$18M 213,398 -15,276 -7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$16.7M 198,555 -143 -0.1%
Creative Planning
19
Creative Planning
Kansas
$16.5M 196,059 +498 +0.3%
PAS
20
Park Avenue Securities
New York
$15.9M 189,435 +4,134 +2%
Wells Fargo
21
Wells Fargo
California
$15.7M 186,408 -1,598 -0.8%
US Bancorp
22
US Bancorp
Minnesota
$14.9M 177,285 -6,656 -4%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$12.9M 153,343 -7,786 -5%
FT
24
Fiduciary Trust
Massachusetts
$12.6M 149,256 -18 -0%
MML Investors Services
25
MML Investors Services
Massachusetts
$12.1M 144,076 +3,539 +3%
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