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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 %
AFG
326
Atomi Financial Group
New York
$408K – – –
BMM
327
Buffington Mohr McNeal
Idaho
$407K – – –
TCOV
328
Trust Company of Vermont
Vermont
$404K – – –
CAM
329
Close Asset Management
United Kingdom
$404K -$17.8K -164 -4%
SFMG
330
Sage Financial Management Group
Virginia
$403K +$403K +3,703 New
EP
331
Essential Planning
New Hampshire
$402K -$23.1K -212 -5%
PBO
332
Peoples Bank (Ohio)
Ohio
$401K -$19.8K -182 -5%
WA
333
Wealth Architects
California
$398K -$260K -2,390 -39%
KPWG
334
KFA Private Wealth Group
Virginia
$397K -$91.9K -845 -19%
MLA
335
My Legacy Advisors
Oregon
$391K -$56.5K -519 -13%
WHCI
336
W.H. Cornerstone Investments
Massachusetts
$388K -$6.96K -64 -2%
CAMV
337
Concord Asset Management (Virginia)
Virginia
$386K -$728K -6,689 -65%
SWA
338
Sax Wealth Advisors
New Jersey
$383K +$91.4K +840 +31%
JIC
339
Johnson Investment Counsel
Ohio
$381K – – –
SVWAG
340
Sound View Wealth Advisors Group
Georgia
$381K +$381K +3,500 New
ACA
341
Aptus Capital Advisors
Alabama
$377K -$56.9K -523 -13%
USCWA
342
U.S. Capital Wealth Advisors
Texas
$376K -$12.1K -111 -3%
TVAMP
343
Tennessee Valley Asset Management Partners
Tennessee
$376K +$5.77K +53 +2%
PA
344
Parkside Advisors
California
$375K – – –
TPA
345
Trivium Point Advisory
Connecticut
$373K +$373K +3,266 New
FPF
346
First Pacific Financial
Washington
$372K +$372K +3,418 New
SAI
347
Savvy Advisors Inc
New York
$371K +$12.2K +112 +3%
AWA
348
Arete Wealth Advisors
Illinois
$371K -$33.1K -305 -8%
WA
349
WBH Advisory
Maryland
$369K -$39.2K -360 -10%
MFG
350
Merit Financial Group
Georgia
$367K – – –
12 13
14
15 16