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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 %
VWM
276
Venturi Wealth Management
Texas
$545K +$519 +5 +0.1%
WTC
277
WhitTier Trust Company
Nevada
$538K – – –
BFG
278
Buttonwood Financial Group
Missouri
$538K +$39.4K +379 +8%
AA
279
Addison Advisors
Vermont
$533K – – –
LC
280
Lindbrook Capital
California
$526K +$2.8K +27 +0.5%
WFA
281
West Financial Advisors
Iowa
$525K +$37.8K +364 +8%
FCG
282
Fielder Capital Group
Tennessee
$516K – – –
WWM
283
Western Wealth Management
Colorado
$516K -$84.1K -810 -14%
AF
284
Aviso Financial
Ontario, Canada
$515K +$515K +4,956 New
AWG
285
Altus Wealth Group
Colorado
$512K – – –
PCM
286
Parsons Capital Management
Rhode Island
$510K – – –
CC
287
Callan Capital
California
$498K – – –
TIAA Trust, National Association
288
TIAA Trust, National Association
North Carolina
$497K -$10.4K -100 -2%
MFG
289
Magnus Financial Group
New York
$493K +$33K +318 +7%
RA
290
Rockingstone Advisors
Massachusetts
$491K – – –
GA
291
Geller Advisors
New York
$491K -$15.4K -148 -3%
GSEP
292
Golden State Equity Partners
California
$489K +$489K +4,714 New
EI
293
Ellevest Inc
New York
$489K +$7.69K +74 +2%
MWA
294
Midland Wealth Advisors
Illinois
$489K – – –
MCC
295
Maiden Cove Capital
Maine
$481K +$481K +4,776 New
LIA
296
LifePlan Investment Advisors
North Carolina
$476K -$18.4K -177 -4%
WCFA
297
Walkner Condon Financial Advisors
Wisconsin
$474K -$3.64K -35 -0.8%
Deutsche Bank
298
Deutsche Bank
Germany
$473K – – –
KPWG
299
KFA Private Wealth Group
Virginia
$467K +$623 +6 +0.1%
PIA
300
Perennial Investment Advisors
California
$464K +$38.1K +367 +9%
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12
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