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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 %
HPC
326
HM Payson & Co
Maine
$463K -$79.5K -721 -15%
HCM
327
Hengehold Capital Management
Ohio
$461K – – –
HP
328
Hilltop Partners
Indiana
$459K – – –
JF
329
JSF Financial
California
$459K -$8.05K -73 -2%
SFMG
330
Sage Financial Management Group
Virginia
$458K +$49.3K +447 +12%
ACG
331
Allen Capital Group
Nebraska
$453K -$299K -2,715 -40%
AA
332
Addison Advisors
Vermont
$449K -$117K -1,057 -21%
JSW
333
Journey Strategic Wealth
New Jersey
$446K -$23.5K -213 -5%
EL
334
EQ LLC
Washington
$445K -$30K -272 -6%
KPWG
335
KFA Private Wealth Group
Virginia
$437K +$35.1K +318 +9%
CFS
336
Coordinated Financial Services
Colorado
$436K +$436K +3,956 New
CAMV
337
Concord Asset Management (Virginia)
Virginia
$434K +$42.4K +385 +11%
AG
338
AlTi Global
New York
$427K -$23.8K -216 -5%
RPC
339
Rossmore Private Capital
Connecticut
$426K +$64.7K +587 +18%
WFS
340
WealthGarden F.S.
California
$420K -$13.1K -119 -3%
M
341
MYeCFO
California
$420K +$71.7K +650 +21%
SFG
342
Sovereign Financial Group
Connecticut
$419K +$194K +1,764 +86%
LC
343
Landaas & Company
Wisconsin
$416K +$74.3K +674 +22%
PSCM
344
Per Stirling Capital Management
Texas
$415K -$28.6K -259 -6%
ATC
345
Argent Trust Co
Tennessee
$415K -$1.99K -18 -0.5%
VPIM
346
Vanguard Personalized Indexing Management
California
$414K – – –
BMM
347
Buffington Mohr McNeal
Idaho
$413K – – –
WB
348
WesBanco Bank
West Virginia
$411K -$12.7K -115 -3%
CAM
349
Close Asset Management
United Kingdom
$410K – – –
TCOV
350
Trust Company of Vermont
Vermont
$409K -$551 -5 -0.1%
12 13
14
15 16