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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 %
JIC
301
Joel Isaacson & Co
New York
$464K – – –
JSW
302
Journey Strategic Wealth
New Jersey
$457K +$134K +1,290 +41%
TNBTD
303
Trustmark National Bank Trust Department
Mississippi
$454K – – –
GAM
304
Gould Asset Management
California
$451K -$5.71K -55 -1%
WS
305
Wedbush Securities
California
$450K – – –
GCP
306
GSA Capital Partners
United Kingdom
$449K +$449K +4,322 New
PSCM
307
Per Stirling Capital Management
Texas
$447K +$935 +9 +0.2%
MFA
308
Mayflower Financial Advisors
Massachusetts
$440K -$57.2K -551 -12%
HPC
309
HM Payson & Co
Maine
$436K -$163K -1,570 -27%
HCM
310
Hengehold Capital Management
Ohio
$434K – – –
CAG
311
Crestwood Advisors Group
Massachusetts
$432K – – –
JF
312
JSF Financial
California
$429K +$58.5K +563 +16%
BG
313
Bahl & Gaynor
Ohio
$428K +$428K +4,119 New
MLA
314
My Legacy Advisors
Oregon
$427K +$95.3K +918 +29%
AG
315
AlTi Global
New York
$425K -$28.8K -277 -6%
AG
316
Ascent Group
Virginia
$424K – – –
WFS
317
WealthGarden F.S.
California
$422K +$422K +4,059 New
NB
318
NBT Bank
New York
$418K -$4.99K -48 -1%
ACA
319
Aptus Capital Advisors
Alabama
$414K -$52.4K -505 -11%
EP
320
Essential Planning
New Hampshire
$406K +$406K +3,909 New
CAM
321
Close Asset Management
United Kingdom
$403K – – –
PBO
322
Peoples Bank (Ohio)
Ohio
$402K -$65.3K -629 -14%
WB
323
WesBanco Bank
West Virginia
$398K +$2.8K +27 +0.7%
AWA
324
Arkadios Wealth Advisors
Georgia
$397K +$54.7K +527 +16%
AC
325
Abbrea Capital
California
$395K +$7.78K +75 +2%
11 12
13
14 15