DSI icon

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.

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
S
1
Syntrinsic
Colorado
$64.5M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$53.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$90.5M
4
AAS
4
Ameritas Advisory Services
Nebraska
$10.4M
5
LPL Financial
5
LPL Financial
California
$56.4M

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$366M 4,492,710 +81,233 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$176M 2,164,504 -849,762 -28%
Bank of America
3
Bank of America
North Carolina
$142M 1,747,106 +52,301 +3%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$122M 1,496,193 -19,911 -1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$90.5M 1,111,368 +235,262 +27%
Ameriprise
6
Ameriprise
Minnesota
$83.7M 1,027,744 +27,766 +3%
S
7
Syntrinsic
Colorado
$64.5M 793,429 +793,429 New
LPL Financial
8
LPL Financial
California
$56.4M 692,729 +97,429 +16%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$53.4M 656,411 +656,411 New
UBS Group
10
UBS Group
Switzerland
$44M 540,976 -25,267 -4%
Betterment LLC
11
Betterment LLC
New York
$43.4M 533,024 -7,180 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$36.7M 450,238 +44,383 +11%
Goldman Sachs
13
Goldman Sachs
New York
$30.4M 373,220 -30,595 -8%
SEI Investments
14
SEI Investments
Pennsylvania
$29.1M 357,006 +3,064 +0.9%
DF
15
Dunhill Financial
United Kingdom
$22.7M 273,893 +36,799 +16%
Mariner
16
Mariner
Kansas
$20.4M 250,005 +1,477 +0.6%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$20.2M 248,334 -171,630 -41%
Truist Financial
18
Truist Financial
North Carolina
$16.9M 207,627 -5,771 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$15.9M 194,899 -3,656 -2%
Creative Planning
20
Creative Planning
Kansas
$15.5M 190,649 -5,410 -3%
Wells Fargo
21
Wells Fargo
California
$15.3M 187,582 +1,174 +0.6%
US Bancorp
22
US Bancorp
Minnesota
$14.4M 177,153 -132 -0.1%
PAS
23
Park Avenue Securities
New York
$14M 172,065 -17,370 -9%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$12.5M 153,337 -6 -0%
FT
25
Fiduciary Trust
Massachusetts
$12M 147,149 -2,107 -1%
1
2 3 4 5