DSI icon

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 %
MWA
301
Midland Wealth Advisors
Illinois
$501K -$10.7K -98 -2%
Deutsche Bank
302
Deutsche Bank
Germany
$495K – – –
WCFA
303
Walkner Condon Financial Advisors
Wisconsin
$491K -$5.33K -49 -1%
JIC
304
Joel Isaacson & Co
New York
$486K – – –
GAM
305
Gould Asset Management
California
$479K +$6.53K +60 +1%
SWM
306
SK Wealth Management
Rhode Island
$476K +$476K +4,251 New
TNBTD
307
Trustmark National Bank Trust Department
Mississippi
$476K – – –
EL
308
EQ LLC
Washington
$468K +$468K +4,306 New
JSW
309
Journey Strategic Wealth
New Jersey
$463K -$15.9K -146 -3%
MFA
310
Mayflower Financial Advisors
Massachusetts
$461K – – –
JF
311
JSF Financial
California
$460K +$11K +101 +2%
CAG
312
Crestwood Advisors Group
Massachusetts
$459K +$6.53K +60 +1%
HCM
313
Hengehold Capital Management
Ohio
$454K – – –
HP
314
Hilltop Partners
Indiana
$453K +$48.1K +442 +12%
LIA
315
LifePlan Investment Advisors
North Carolina
$449K -$49.9K -459 -10%
AG
316
AlTi Global
New York
$445K – – –
AG
317
Ascent Group
Virginia
$443K -$1.41K -13 -0.3%
PSCM
318
Per Stirling Capital Management
Texas
$438K -$30.5K -280 -7%
GWP
319
Gen-Wealth Partners
Michigan
$432K +$34K +308 +9%
WFS
320
WealthGarden F.S.
California
$428K -$13.8K -127 -3%
SPAS
321
Spectrum Planning & Advisory Services
California
$423K +$32.3K +297 +8%
WB
322
WesBanco Bank
West Virginia
$418K +$544 +5 +0.1%
ATC
323
Argent Trust Co
Tennessee
$412K – – –
BCM
324
Blume Capital Management
California
$409K -$2.72K -25 -0.7%
VPIM
325
Vanguard Personalized Indexing Management
California
$408K – – –
11 12
13
14 15