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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 %
FLPIM
301
F.L. Putnam Investment Management
Massachusetts
$531K – – –
OIA
302
OneDigital Investment Advisors
Kansas
$529K -$61.4K -557 -10%
CC
303
Callan Capital
California
$529K – – –
TIAA Trust, National Association
304
TIAA Trust, National Association
North Carolina
$527K -$772 -7 -0.1%
WCFA
305
Walkner Condon Financial Advisors
Wisconsin
$527K +$29.2K +265 +6%
GSEP
306
Golden State Equity Partners
California
$523K +$459K +4,164 +718%
MFG
307
Magnus Financial Group
New York
$522K -$4.96K -45 -0.9%
EI
308
Ellevest Inc
New York
$520K – – –
CA
309
CoreCap Advisors
Michigan
$512K -$331 -3 -0.1%
BFG
310
Buttonwood Financial Group
Missouri
$512K -$46.8K -407 -8%
RA
311
Rockingstone Advisors
Massachusetts
$510K -$11K -100 -2%
MWA
312
Midland Wealth Advisors
Illinois
$508K – – –
WWM
313
Western Wealth Management
Colorado
$503K -$44.4K -403 -8%
Deutsche Bank
314
Deutsche Bank
Germany
$502K – – –
KBC Group
315
KBC Group
Belgium
$498K +$146K +1,319 +41%
SWA
316
Stratos Wealth Advisors
Ohio
$493K -$87.1K -790 -15%
JIC
317
Joel Isaacson & Co
New York
$492K – – –
LA
318
LWM Advisors
California
$488K +$488K +4,425 New
TNBTD
319
Trustmark National Bank Trust Department
Mississippi
$482K – – –
LWA
320
Lifelong Wealth Advisors
Minnesota
$477K +$477K +4,325 New
PFGIA
321
Patriot Financial Group Insurance Agency
Massachusetts
$471K -$871K -7,896 -65%
SWM
322
SK Wealth Management
Rhode Island
$469K – – –
MFA
323
Mayflower Financial Advisors
Massachusetts
$467K – – –
CAG
324
Crestwood Advisors Group
Massachusetts
$465K – – –
AFG
325
Atomi Financial Group
New York
$465K +$50.9K +462 +12%
11 12
13
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