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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

492 hedge funds and large institutions have $2.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 198 increasing their positions, 133 reducing their positions, and 13 closing their positions.

Holders
492
Holders Change
+42
Holders Change %
+9.33%
% of All Funds
7.22%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
61
Increased
198
Reduced
133
Closed
13
Calls
$273K
Puts
–
Net Calls
+$273K
Net Calls Change
+$281K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$820M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$222M
3
Cerity Partners
3
Cerity Partners
New York
$24.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$152M
5
Wells Fargo
5
Wells Fargo
California
$30.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$26.4M
2
DF
2
Dunhill Financial
United Kingdom
$17.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$34.5M
4
AAS
4
Ameritas Advisory Services
Nebraska
$8.22M
5
TA
5
Trellis Advisors
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$820M 9,006,834 +4,514,124 +100%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$222M 2,438,162 +273,658 +13%
Bank of America
3
Bank of America
North Carolina
$170M 1,870,113 +123,007 +7%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$152M 1,674,778 +178,585 +12%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$110M 1,213,032 +101,664 +9%
Ameriprise
6
Ameriprise
Minnesota
$95.6M 1,051,056 +23,312 +2%
S
7
Syntrinsic
Colorado
$70.1M 770,754 -22,675 -3%
LPL Financial
8
LPL Financial
California
$70.1M 769,481 +76,752 +11%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$68.5M 752,551 +96,140 +15%
Betterment LLC
10
Betterment LLC
New York
$46.8M 514,125 -18,899 -4%
UBS Group
11
UBS Group
Switzerland
$46.8M 513,695 -27,281 -5%
Osaic Holdings
12
Osaic Holdings
Arizona
$34.5M 378,968 -71,270 -16%
SEI Investments
13
SEI Investments
Pennsylvania
$33.7M 369,583 +12,577 +4%
Wells Fargo
14
Wells Fargo
California
$30.8M 338,465 +150,883 +80%
Goldman Sachs
15
Goldman Sachs
New York
$26.4M 289,659 -83,561 -22%
Cerity Partners
16
Cerity Partners
New York
$24.7M 270,792 +249,424 +1,167%
Mariner
17
Mariner
Kansas
$22.5M 247,557 -2,448 -1%
Truist Financial
18
Truist Financial
North Carolina
$19.9M 218,748 +11,121 +5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$18.3M 201,485 +6,586 +3%
PAS
20
Park Avenue Securities
New York
$18.3M 201,325 +29,260 +17%
DF
21
Dunhill Financial
United Kingdom
$17.8M 195,492 -78,401 -29%
Creative Planning
22
Creative Planning
Kansas
$17.5M 191,764 +1,115 +0.6%
US Bancorp
23
US Bancorp
Minnesota
$15.9M 175,021 -2,132 -1%
TAM
24
Trillium Asset Management
Massachusetts
$15.6M 171,866 +104,736 +156%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$15.6M 171,233 +93,208 +119%
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