DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

549 hedge funds and large institutions have $2.77B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 223 reducing their positions, and 23 closing their positions.

Holders
549
Holders Change
+9
Holders Change %
+1.67%
% of All Funds
7.37%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
47
Increased
158
Reduced
223
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$135M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$133M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$9.47M
4
GS
4
GTS Securities
New York
$4.24M
5
Mariner
5
Mariner
Kansas
$40M

Top Sellers

1
HIF
1
Hill Island Financial
Michigan
$810K
2
Morgan Stanley
2
Morgan Stanley
New York
$445M
3
AWS
3
Atria Wealth Solutions
New York
$1.94M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.6M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$5.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$445M 3,830,802 -73,005 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$231M 1,984,501 -48,571 -2%
Bank of America
3
Bank of America
North Carolina
$167M 1,440,776 -3,548 -0.2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$139M 1,196,215 -44,554 -4%
LPL Financial
5
LPL Financial
California
$135M 1,162,736 +152,319 +15%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$133M 1,148,473 +38,420 +3%
Ameriprise
7
Ameriprise
Minnesota
$108M 931,931 -57,193 -6%
UBS Group
8
UBS Group
Switzerland
$52.3M 449,836 -14,416 -3%
IAS
9
IMA Advisory Services
Colorado
$46.5M 402,011 -14,814 -4%
Betterment LLC
10
Betterment LLC
New York
$46.1M 396,933 -13,011 -3%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$45.7M 393,667 -51,941 -12%
Mariner
12
Mariner
Kansas
$40M 344,330 +21,627 +7%
US Bancorp
13
US Bancorp
Minnesota
$39.8M 342,968 -450 -0.1%
SEI Investments
14
SEI Investments
Pennsylvania
$33.8M 290,834 +12,968 +5%
Cerity Partners
15
Cerity Partners
New York
$31.9M 274,566 -17,947 -6%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$31.7M 224,259 -49,151 -18%
Goldman Sachs
17
Goldman Sachs
New York
$26.6M 228,571 -41,363 -15%
Wells Fargo
18
Wells Fargo
California
$25.8M 222,286 +1,422 +0.6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$23.8M 205,197 +486 +0.2%
Truist Financial
20
Truist Financial
North Carolina
$21.7M 186,536 -2,297 -1%
Creative Planning
21
Creative Planning
Kansas
$21.2M 182,760 -324 -0.2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$20.7M 177,917 +17,439 +11%
Raymond James Financial
23
Raymond James Financial
Florida
$20M 171,839 -25,521 -13%
PAS
24
Park Avenue Securities
New York
$19.9M 171,561 -699 -0.4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$19.7M 169,546 +9,724 +6%
1
2 3 4 5