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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 %
WTC
276
WhitTier Trust Company
Nevada
$568K +$3.81K +35 +0.7%
WWG
277
West Wealth Group
California
$564K -$18.4K -169 -3%
BRWA
278
B. Riley Wealth Advisors
Florida
$560K -$246K -2,269 -30%
AA
279
Addison Advisors
Vermont
$558K – – –
LC
280
Lindbrook Capital
California
$551K – – –
NB
281
NBT Bank
New York
$549K +$111K +1,020 +25%
WWM
282
Western Wealth Management
Colorado
$540K +$326 +3 +0.1%
FCG
283
Fielder Capital Group
Tennessee
$540K – – –
AWG
284
Altus Wealth Group
Colorado
$536K – – –
HPC
285
HM Payson & Co
Maine
$535K +$78.4K +721 +17%
PCM
286
Parsons Capital Management
Rhode Island
$534K – – –
BG
287
Bahl & Gaynor
Ohio
$534K +$85.9K +790 +19%
WFA
288
West Financial Advisors
Iowa
$530K -$19.8K -182 -4%
BFG
289
Buttonwood Financial Group
Missouri
$528K -$35K -322 -6%
AF
290
Aviso Financial
Ontario, Canada
$527K -$11.8K -109 -2%
AWA
291
Arkadios Wealth Advisors
Georgia
$525K +$109K +1,005 +26%
FLPIM
292
F.L. Putnam Investment Management
Massachusetts
$524K -$60.9K -560 -10%
KPWS
293
Kestra Private Wealth Services
Texas
$523K -$133K -1,227 -20%
CC
294
Callan Capital
California
$522K – – –
TIAA Trust, National Association
295
TIAA Trust, National Association
North Carolina
$521K – – –
MFG
296
Magnus Financial Group
New York
$520K +$3.26K +30 +0.6%
RA
297
Rockingstone Advisors
Massachusetts
$514K – – –
EI
298
Ellevest Inc
New York
$513K – – –
PIA
299
Perennial Investment Advisors
California
$511K +$24.9K +229 +5%
CA
300
CoreCap Advisors
Michigan
$505K +$505K +4,644 New
10 11
12
13 14