DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

561 hedge funds and large institutions have $2.95B invested in iShares MSCI KLD 400 Social ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 158 increasing their positions, 216 reducing their positions, and 25 closing their positions.

Holders
561
Holders Change
+26
Holders Change %
+4.86%
% of All Funds
7.47%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
63
Increased
158
Reduced
216
Closed
25
Calls
$342K
Puts
$176K
Net Calls
+$166K
Net Calls Change
-$73K

Top Buyers

1
IAS
1
IMA Advisory Services
Colorado
$93.7M
2
EP
2
Essential Planning
New Hampshire
$26.1M
3
LPL Financial
3
LPL Financial
California
$111M
4
Bank of America
4
Bank of America
North Carolina
$186M
5
TAM
5
Trillium Asset Management
Massachusetts
$16.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$223M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$153M
3
Morgan Stanley
3
Morgan Stanley
New York
$524M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$62.5M
5
Ameriprise
5
Ameriprise
Minnesota
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
226
Acropolis Investment Management
Missouri
$897K -$5.84K -53 -0.6%
RBC
227
Romano Brothers & Co
Illinois
$891K -$2.21K -20 -0.2%
HCA
228
Heck Capital Advisors
Wisconsin
$887K -$9.37K -85 -1%
FPF
229
First Pacific Financial
Washington
$881K +$505K +4,577 +134%
FCI
230
Financial Counselors Inc
Kansas
$852K -$20.1K -182 -2%
MG
231
Mather Group
Illinois
$850K -$6.17K -56 -0.7%
HA
232
Harfst & Associates
Wyoming
$843K -$13.8K -125 -2%
CCA
233
Cobblestone Capital Advisors
New York
$842K – – –
RL
234
Rogco LP
Oklahoma
$841K -$9.81K -89 -1%
OSAM
235
O'Shaughnessy Asset Management
Connecticut
$818K +$213K +1,931 +35%
CAM
236
Carret Asset Management
New York
$816K -$299K -2,714 -27%
WCWM
237
Willow Creek Wealth Management
California
$811K -$551 -5 -0.1%
VWA
238
VERITY Wealth Advisors
United States
$805K – – –
HI
239
Harbour Investments
Wisconsin
$802K +$3.64K +33 +0.5%
HBT
240
Hills Bank & Trust
Iowa
$802K – – –
SWP
241
Sagespring Wealth Partners
Tennessee
$801K +$801K +7,270 New
Susquehanna International Group
242
Susquehanna International Group
Pennsylvania
$801K -$1.18M -10,688 -60%
HFF
243
Halter Ferguson Financial
Indiana
$798K +$2.87K +26 +0.4%
KFSC
244
Keystone Financial Services (Colorado)
Colorado
$798K +$331 +3 +0%
BW
245
BIP Wealth
Georgia
$783K – – –
ZF
246
Zhang Financial
Michigan
$778K – – –
PWP
247
Principle Wealth Partners
Connecticut
$777K – – –
BIA
248
Bigelow Investment Advisors
Maine
$772K -$114K -1,038 -13%
OWCM
249
One Wealth Capital Management
Arizona
$760K +$760K +6,897 New
EWA
250
EverSource Wealth Advisors
Alabama
$757K -$59.9K -543 -7%
8 9
10
11 12