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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 %
WA
351
Wealth Architects
California
$404K – – –
SWA
352
Sax Wealth Advisors
New Jersey
$401K +$12.7K +115 +3%
AWA
353
Arete Wealth Advisors
Illinois
$395K +$18.3K +166 +5%
WHCI
354
W.H. Cornerstone Investments
Massachusetts
$395K +$1.21K +11 +0.3%
SVWAG
355
Sound View Wealth Advisors Group
Georgia
$390K +$4.52K +41 +1%
TVAMP
356
Tennessee Valley Asset Management Partners
Tennessee
$390K +$8.93K +81 +2%
FPAS
357
Focus Partners Advisor Solutions
Missouri
$386K +$386K +3,503 New
BCM
358
Blume Capital Management
California
$386K -$29K -263 -7%
JIC
359
Johnson Investment Counsel
Ohio
$386K – – –
AG
360
Ascent Group
Virginia
$372K -$77.1K -699 -17%
PA
361
Parkside Advisors
California
$370K -$9.59K -87 -3%
VCP
362
Verus Capital Partners
Arizona
$370K +$7.06K +64 +2%
TCM
363
TruNorth Capital Management
Michigan
$369K – – –
USCWA
364
U.S. Capital Wealth Advisors
Texas
$368K -$13.5K -122 -4%
CA
365
Capital Advantage
California
$366K +$366K +3,321 New
MLA
366
My Legacy Advisors
Oregon
$363K -$39.1K -350 -10%
AA
367
Armis Advisers
Georgia
$361K +$361K +3,272 New
LRIA
368
Leonard Rickey Investment Advisors
Washington
$360K -$551 -5 -0.2%
HWA
369
Hilltop Wealth Advisors
North Carolina
$360K – – –
TPA
370
Trivium Point Advisory
Connecticut
$360K +$110 +1 +0%
SPAS
371
Spectrum Planning & Advisory Services
California
$360K -$68.9K -625 -16%
FFA
372
First Foundation Advisors
California
$356K – – –
BFG
373
Beacon Financial Group
Texas
$354K -$882 -8 -0.2%
AAP
374
Arax Advisory Partners
Colorado
$353K +$271K +2,461 +333%
GWP
375
Gen-Wealth Partners
Michigan
$350K -$81.5K -739 -19%
13 14
15
16 17