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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

503 hedge funds and large institutions have $2.66B invested in iShares MSCI KLD 400 Social ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 148 increasing their positions, 198 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+11
Holders Change %
+2.24%
% of All Funds
7.29%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
46
Increased
148
Reduced
198
Closed
22
Calls
$302K
Puts
$40K
Net Calls
+$262K
Net Calls Change
-$11K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$15.3M
2
Mariner
2
Mariner
Kansas
$30.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$34.2M
4
FTWA
4
Fifth Third Wealth Advisors
Ohio
$5.17M
5
LPL Financial
5
LPL Financial
California
$82.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$459M
2
Bank of America
2
Bank of America
North Carolina
$158M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$96.6M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.3M
5
TAM
5
Trillium Asset Management
Massachusetts
$5.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACG
226
Allen Capital Group
Nebraska
$788K – – –
OWMIAS
227
One Wealth Management Investment & Advisory Services
Florida
$779K -$47.5K -471 -6%
RW
228
Rede Wealth
Virginia
$775K -$1.31K -13 -0.2%
CCA
229
Cobblestone Capital Advisors
New York
$770K +$50.4K +500 +7%
RWP
230
RWA Wealth Partners
Massachusetts
$756K -$78.1K -775 -9%
SWA
231
Stratos Wealth Advisors
Ohio
$748K -$60.4K -599 -7%
BlackRock
232
BlackRock
New York
$748K -$10.5M -103,918 -93%
BRWA
233
B. Riley Wealth Advisors
Florida
$747K +$215K +2,628 +40%
CT
234
Cambridge Trust
Massachusetts
$743K -$24.2K -240 -3%
RBC
235
Romano Brothers & Co
Illinois
$741K – – –
GWA
236
GGM Wealth Advisors
Maryland
$740K +$385K +3,865 +108%
WCWM
237
Willow Creek Wealth Management
California
$739K – – –
VWA
238
VERITY Wealth Advisors
United States
$736K – – –
HBT
239
Hills Bank & Trust
Iowa
$734K – – –
CPRC
240
Consolidated Portfolio Review Corp
New York
$733K -$1.01K -10 -0.1%
BW
241
BIP Wealth
Georgia
$716K +$278K +2,755 +63%
PWP
242
Principle Wealth Partners
Connecticut
$710K – – –
WAM
243
WNY Asset Management
New York
$707K -$22.6K -224 -3%
KPWS
244
Kestra Private Wealth Services
Texas
$702K -$2.04M -20,280 -74%
MA
245
Mutual Advisors
Nebraska
$701K +$22.4K +222 +3%
WP
246
WealthShield Partners
North Carolina
$698K -$5.44K -54 -0.8%
KCM
247
Kathmere Capital Management
Pennsylvania
$692K +$692K +6,867 New
FTUS
248
Flow Traders U.S.
New York
$690K +$690K +6,847 New
PA
249
Prism Advisors
California
$669K -$12.4K -123 -2%
CFG
250
Citizens Financial Group
Rhode Island
$668K +$668K +6,624 New
8 9
10
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