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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

516 hedge funds and large institutions have $2.76B invested in iShares MSCI KLD 400 Social ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 168 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
+13
Holders Change %
+2.58%
% of All Funds
7.51%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
49
Increased
180
Reduced
168
Closed
26
Calls
$312K
Puts
$73K
Net Calls
+$239K
Net Calls Change
-$23K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$495M
2
SAG
2
SageView Advisory Group
California
$7.01M
3
Bank of America
3
Bank of America
North Carolina
$170M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$10.6M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$4.68M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$3.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$161M
3
Goldman Sachs
3
Goldman Sachs
New York
$27.7M
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
Betterment LLC
5
Betterment LLC
New York
$46.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
226
Strategic Blueprint
Georgia
$839K -$5.71K -55 -0.7%
HA
227
Harfst & Associates
Wyoming
$831K -$41.5K -400 -5%
CPRC
228
Consolidated Portfolio Review Corp
New York
$830K +$74.1K +714 +10%
MSG
229
Main Street Group
Virginia
$822K – – –
FCI
230
Financial Counselors Inc
Kansas
$818K +$156K +1,500 +24%
MG
231
Mather Group
Illinois
$816K +$812K +8,054 +20,651%
ACG
232
Allen Capital Group
Nebraska
$812K – – –
RW
233
Rede Wealth
Virginia
$798K – – –
CCA
234
Cobblestone Capital Advisors
New York
$793K – – –
HI
235
Harbour Investments
Wisconsin
$778K -$34.5K -332 -4%
BRWA
236
B. Riley Wealth Advisors
Florida
$773K -$176K -1,697 -19%
BlackRock
237
BlackRock
New York
$769K -$831 -8 -0.1%
Renaissance Technologies
238
Renaissance Technologies
New York
$768K -$654K -6,300 -46%
OWMIAS
239
One Wealth Management Investment & Advisory Services
Florida
$764K -$38.8K -374 -5%
WCWM
240
Willow Creek Wealth Management
California
$759K -$2.29K -22 -0.3%
VWA
241
VERITY Wealth Advisors
United States
$758K – – –
HBT
242
Hills Bank & Trust
Iowa
$756K – – –
PWP
243
Principle Wealth Partners
Connecticut
$732K – – –
KCM
244
Kathmere Capital Management
Pennsylvania
$713K – – –
ZCI
245
Zevenbergen Capital Investments
Washington
$701K +$469K +4,515 +202%
HFF
246
Halter Ferguson Financial
Indiana
$681K +$222K +2,135 +48%
MYIA
247
Mount Yale Investment Advisors
Colorado
$678K -$288K -2,769 -30%
PA
248
Prism Advisors
California
$676K -$13.5K -130 -2%
WP
249
WealthShield Partners
North Carolina
$675K -$43.3K -417 -6%
BCM
250
Brookstone Capital Management
Illinois
$674K -$176K -1,661 -21%
8 9
10
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