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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 %
TCM
351
TruNorth Capital Management
Michigan
$364K – – –
GCP
352
GSA Capital Partners
United Kingdom
$363K -$107K -985 -23%
WS
353
Wedbush Securities
California
$359K -$112K -1,027 -24%
VCP
354
Verus Capital Partners
Arizona
$358K +$30.1K +277 +9%
RPC
355
Rossmore Private Capital
Connecticut
$357K +$7.29K +67 +2%
LRIA
356
Leonard Rickey Investment Advisors
Washington
$356K – – –
HWA
357
Hilltop Wealth Advisors
North Carolina
$356K – – –
CWM
358
Centurion Wealth Management
Virginia
$355K +$355K +3,264 New
FFA
359
First Foundation Advisors
California
$352K – – –
BFG
360
Beacon Financial Group
Texas
$350K -$35.2K -324 -9%
GFS
361
GYL Financial Synergies
Connecticut
$350K – – –
KBC Group
362
KBC Group
Belgium
$347K -$243K -2,235 -41%
Marshall Wace
363
Marshall Wace
United Kingdom
$345K +$345K +3,171 New
M
364
MYeCFO
California
$344K -$19.4K -178 -5%
BHIA
365
Birch Hill Investment Advisors
Massachusetts
$344K – – –
OPW
366
Oxler Private Wealth
New York
$343K +$1.09K +10 +0.3%
AWM
367
Affinity Wealth Management
Delaware
$341K – – –
LC
368
Landaas & Company
Wisconsin
$337K +$1.09K +10 +0.3%
GA
369
Goldstein Advisors
Wisconsin
$336K -$4.9K -45 -1%
CFD
370
Creative Financial Designs
Indiana
$335K -$11.1K -102 -3%
MIA
371
Milestone Investment Advisors
Wisconsin
$333K – – –
JWBC
372
J.W. Burns & Co
New York
$331K – – –
G
373
GenTrust
Florida
$330K +$7.29K +67 +2%
SIAP
374
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$326K – – –
RDFA
375
Ritter Daniher Financial Advisory
Ohio
$326K – – –
13 14
15
16 17