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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 %
WF
251
WoodTrust Financial
Wisconsin
$666K +$666K +6,410 New
WAM
252
WNY Asset Management
New York
$666K -$62.2K -599 -9%
AF
253
Advisornet Financial
Minnesota
$655K +$5.92K +57 +0.9%
PFM
254
Peak Financial Management
Massachusetts
$653K – – –
CC
255
Copperleaf Capital
North Carolina
$641K +$50.9K +490 +9%
BF
256
Brooklyn FI
New York
$641K -$4.78K -46 -0.7%
KNW
257
Kesler Norman & Wride
Utah
$635K +$4.88K +47 +0.8%
WA
258
Wealth Architects
California
$628K +$297K +2,860 +90%
RFA
259
Rollins Financial Advisors
New York
$627K – – –
KPWS
260
Kestra Private Wealth Services
Texas
$627K -$96.3K -927 -13%
MCCP
261
Mission Creek Capital Partners
California
$619K -$248K -2,386 -29%
FCM
262
Fortis Capital Management
Washington
$615K +$615K +5,922 New
MFIM
263
Mesirow Financial Investment Management
Illinois
$604K +$520 +5 +0.1%
FFG
264
Frisch Financial Group
New York
$602K +$1.35K +13 +0.2%
RIS
265
Retirement Income Solutions
Michigan
$598K -$791K -7,612 -57%
APW
266
Aurora Private Wealth
New Jersey
$591K +$1.25K +12 +0.2%
TIA
267
Traphagen Investment Advisors
New Jersey
$586K +$312 +3 +0.1%
P
268
&Partners
Tennessee
$578K +$578K +5,567 New
BCWM
269
Bartlett & Co Wealth Management
Ohio
$567K – – –
OSAM
270
O'Shaughnessy Asset Management
Connecticut
$566K +$566K +5,450 New
MBT
271
Montecito Bank & Trust
California
$565K – – –
KBC Group
272
KBC Group
Belgium
$564K +$564K +5,429 New
FLPIM
273
F.L. Putnam Investment Management
Massachusetts
$559K +$72.7K +700 +15%
WWG
274
West Wealth Group
California
$556K -$14.7K -142 -3%
Members Trust
275
Members Trust
Florida
$555K -$2.6K -25 -0.5%
9 10
11
12 13