DSI icon

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 %
BCM
251
Brookstone Capital Management
Illinois
$671K -$20.8K -191 -3%
CC
252
Copperleaf Capital
North Carolina
$665K -$5.77K -53 -0.9%
KNW
253
Kesler Norman & Wride
Utah
$663K -$2.18K -20 -0.3%
RA
254
RFG Advisory
Alabama
$657K +$657K +6,042 New
RFA
255
Rollins Financial Advisors
New York
$657K – – –
MCCP
256
Mission Creek Capital Partners
California
$647K -$1.09K -10 -0.2%
FCM
257
Fortis Capital Management
Washington
$646K +$2.07K +19 +0.3%
BCWM
258
Bartlett & Co Wealth Management
Ohio
$646K +$52K +478 +9%
Jones Financial Companies
259
Jones Financial Companies
Missouri
$640K +$449K +4,132 +235%
FFG
260
Frisch Financial Group
New York
$633K +$1.96K +18 +0.3%
RIS
261
Retirement Income Solutions
Michigan
$626K – – –
MCC
262
Maiden Cove Capital
Maine
$622K +$102K +941 +20%
APW
263
Aurora Private Wealth
New Jersey
$621K +$1.96K +18 +0.3%
TIA
264
Traphagen Investment Advisors
New Jersey
$609K -$4.13K -38 -0.7%
Renaissance Technologies
265
Renaissance Technologies
New York
$609K -$196K -1,800 -24%
OSAM
266
O'Shaughnessy Asset Management
Connecticut
$607K +$4.31K +39 +0.7%
P
267
&Partners
Tennessee
$606K +$326 +3 +0.1%
MBT
268
Montecito Bank & Trust
California
$592K – – –
MYIA
269
Mount Yale Investment Advisors
Colorado
$585K -$126K -1,157 -18%
WAM
270
WNY Asset Management
New York
$585K -$113K -1,039 -16%
OIA
271
OneDigital Investment Advisors
Kansas
$583K -$1.7M -15,644 -74%
Members Trust
272
Members Trust
Florida
$582K – – –
MFIM
273
Mesirow Financial Investment Management
Illinois
$581K -$51.5K -473 -8%
VWM
274
Venturi Wealth Management
Texas
$573K +$1.52K +14 +0.3%
SWA
275
Stratos Wealth Advisors
Ohio
$572K -$367K -3,369 -39%
9 10
11
12 13