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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.

New
Increased
Maintained
Reduced
Closed
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 %
GSWM
251
Golden State Wealth Management
California
$749K +$749K +6,792 New
ZCI
252
Zevenbergen Capital Investments
Washington
$744K – – –
SAI
253
Savvy Advisors Inc
New York
$744K +$368K +3,334 +98%
RW
254
Rede Wealth
Virginia
$742K -$34.3K -311 -4%
AI
255
Atria Investments
North Carolina
$695K -$211K -1,913 -23%
WP
256
WealthShield Partners
North Carolina
$692K -$13.9K -126 -2%
PFM
257
Peak Financial Management
Massachusetts
$689K -$2.21K -20 -0.3%
Citigroup
258
Citigroup
New York
$687K -$331 -3 -0%
KPWS
259
Kestra Private Wealth Services
Texas
$684K +$154K +1,395 +29%
BF
260
Brooklyn FI
New York
$680K – – –
PA
261
Prism Advisors
California
$673K -$42.9K -389 -6%
KNW
262
Kesler Norman & Wride
Utah
$672K +$331 +3 +0%
CWP
263
Concord Wealth Partners
Virginia
$668K -$135K -1,228 -17%
RFA
264
Rollins Financial Advisors
New York
$665K – – –
FCM
265
Fortis Capital Management
Washington
$657K +$1.98K +18 +0.3%
CC
266
Copperleaf Capital
North Carolina
$657K -$17.5K -159 -3%
MWM
267
Meridian Wealth Management
Kentucky
$649K -$64.5K -585 -9%
FFG
268
Frisch Financial Group
New York
$643K +$1.88K +17 +0.3%
BCM
269
Brookstone Capital Management
Illinois
$638K -$41.8K -379 -6%
BCWM
270
Bartlett & Co Wealth Management
Ohio
$635K -$19.6K -178 -3%
RIS
271
Retirement Income Solutions
Michigan
$635K – – –
APW
272
Aurora Private Wealth
New Jersey
$631K +$1.87K +17 +0.3%
MCCP
273
Mission Creek Capital Partners
California
$621K -$35.1K -318 -5%
OPWM
274
Oregon Pacific Wealth Management
Oregon
$613K +$613K +5,561 New
TIA
275
Traphagen Investment Advisors
New Jersey
$611K -$6.73K -61 -1%
9 10
11
12 13