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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

535 hedge funds and large institutions have $2.83B invested in iShares MSCI KLD 400 Social ETF in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 131 increasing their positions, 229 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+19
Holders Change %
+3.68%
% of All Funds
7.74%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
44
Increased
131
Reduced
229
Closed
20
Calls
$326K
Puts
$87K
Net Calls
+$239K
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$42.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$530M
3
EAM
3
Erste Asset Management
Austria
$4.11M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$13.7M
5
FAFN
5
First Affirmative Financial Network
Colorado
$7.55M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$238M
2
S
2
Syntrinsic
Colorado
$69.9M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$67.2M
4
Bank of America
4
Bank of America
North Carolina
$170M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$4.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
226
Strategic Blueprint
Georgia
$828K -$51.2K -471 -6%
FHA
227
Flagship Harbor Advisors
Massachusetts
$809K +$809K +7,441 New
EWA
228
EverSource Wealth Advisors
Alabama
$806K -$88K -809 -10%
WCWM
229
Willow Creek Wealth Management
California
$800K +$5.33K +49 +0.7%
VWA
230
VERITY Wealth Advisors
United States
$794K – – –
CWP
231
Concord Wealth Partners
Virginia
$793K -$833K -7,659 -51%
HBT
232
Hills Bank & Trust
Iowa
$792K – – –
HI
233
Harbour Investments
Wisconsin
$788K -$26.3K -242 -3%
KFSC
234
Keystone Financial Services (Colorado)
Colorado
$787K -$115K -1,061 -13%
HFF
235
Halter Ferguson Financial
Indiana
$784K +$70.9K +652 +10%
BW
236
BIP Wealth
Georgia
$773K +$473K +4,350 +158%
ZF
237
Zhang Financial
Michigan
$767K +$767K +7,054 New
PWP
238
Principle Wealth Partners
Connecticut
$767K – – –
RW
239
Rede Wealth
Virginia
$766K -$69.8K -642 -8%
KCM
240
Kathmere Capital Management
Pennsylvania
$747K – – –
ACG
241
Allen Capital Group
Nebraska
$742K -$108K -994 -13%
ZCI
242
Zevenbergen Capital Investments
Washington
$734K – – –
PA
243
Prism Advisors
California
$707K -$1.09K -10 -0.2%
MWM
244
Meridian Wealth Management
Kentucky
$704K +$704K +6,468 New
WP
245
WealthShield Partners
North Carolina
$697K -$10.9K -100 -2%
PFM
246
Peak Financial Management
Massachusetts
$682K -$2.72K -25 -0.4%
AL
247
Aspiriant LLC
California
$679K -$418K -3,838 -38%
Citigroup
248
Citigroup
New York
$678K -$426K -3,918 -39%
AF
249
Advisornet Financial
Minnesota
$674K -$11.3K -104 -2%
BF
250
Brooklyn FI
New York
$671K – – –
8 9
10
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