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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 %
BBNA
276
Bremer Bank National Association
Minnesota
$609K -$1.08M -9,831 -64%
AF
277
Aviso Financial
Ontario, Canada
$607K +$71.7K +650 +13%
PIA
278
Perennial Investment Advisors
California
$604K +$85.7K +777 +17%
TF
279
Theory Financial
Colorado
$602K +$318K +2,885 +112%
MBT
280
Montecito Bank & Trust
California
$600K – – –
SB
281
Strategic Blueprint
Georgia
$595K -$243K -2,207 -29%
LIA
282
LifePlan Investment Advisors
North Carolina
$593K +$138K +1,253 +30%
WAM
283
WNY Asset Management
New York
$593K +$110 +1 +0%
FF
284
Finley Financial
Nevada
$591K +$591K +5,290 New
MFIM
285
Mesirow Financial Investment Management
Illinois
$590K +$1.65K +15 +0.3%
Members Trust
286
Members Trust
Florida
$590K – – –
VWM
287
Venturi Wealth Management
Texas
$577K -$3.31K -30 -0.6%
GAM
288
Gould Asset Management
California
$566K +$81K +735 +17%
LC
289
Lindbrook Capital
California
$559K – – –
WWG
290
West Wealth Group
California
$557K -$14.9K -135 -3%
AF
291
Advisornet Financial
Minnesota
$552K -$131K -1,190 -19%
WFA
292
West Financial Advisors
Iowa
$552K +$14.4K +131 +3%
MFG
293
Merit Financial Group
Georgia
$550K +$178K +1,612 +48%
YP
294
YANKCOM Partnership
South Dakota
$549K +$549K +4,983 New
FCG
295
Fielder Capital Group
Tennessee
$548K – – –
AWG
296
Altus Wealth Group
Colorado
$544K – – –
PCM
297
Parsons Capital Management
Rhode Island
$543K +$1.65K +15 +0.3%
AWA
298
Arkadios Wealth Advisors
Georgia
$541K +$9.15K +83 +2%
MCC
299
Maiden Cove Capital
Maine
$538K -$92.3K -837 -15%
NB
300
NBT Bank
New York
$532K -$24.6K -223 -4%
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