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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 %
BCM
326
Blume Capital Management
California
$393K – – –
ATC
327
Argent Trust Co
Tennessee
$393K -$21.5K -207 -5%
WA
328
WBH Advisory
Maryland
$390K +$6.23K +60 +2%
VPIM
329
Vanguard Personalized Indexing Management
California
$390K +$390K +3,754 New
AFG
330
Atomi Financial Group
New York
$390K +$390K +3,751 New
BMM
331
Buffington Mohr McNeal
Idaho
$389K -$3.64K -35 -0.9%
AWA
332
Arete Wealth Advisors
Illinois
$387K +$387K +3,720 New
HP
333
Hilltop Partners
Indiana
$387K +$48.8K +470 +14%
TCOV
334
Trust Company of Vermont
Vermont
$386K -$6.13K -59 -2%
VHAM
335
Van Hulzen Asset Management
California
$378K -$10.2K -98 -3%
WHCI
336
W.H. Cornerstone Investments
Massachusetts
$377K +$830 +8 +0.2%
GWP
337
Gen-Wealth Partners
Michigan
$375K +$10.7K +103 +3%
SPAS
338
Spectrum Planning & Advisory Services
California
$374K +$374K +3,589 New
EI
339
Ethic Inc
New York
$371K +$371K +3,574 New
USCWA
340
U.S. Capital Wealth Advisors
Texas
$371K +$81.2K +782 +28%
BFG
341
Beacon Financial Group
Texas
$368K +$24.7K +238 +7%
JIC
342
Johnson Investment Counsel
Ohio
$363K – – –
PG
343
Prostatis Group
Maryland
$360K +$13.5K +130 +4%
PA
344
Parkside Advisors
California
$358K -$52.4K -505 -13%
TVAMP
345
Tennessee Valley Asset Management Partners
Tennessee
$354K +$2.49K +24 +0.7%
MFG
346
Merit Financial Group
Georgia
$350K – – –
TCM
347
TruNorth Capital Management
Michigan
$348K – – –
M
348
MYeCFO
California
$347K +$18.5K +178 +6%
SAI
349
Savvy Advisors Inc
New York
$343K +$343K +3,300 New
LRIA
350
Leonard Rickey Investment Advisors
Washington
$340K – – –
12 13
14
15 16