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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 %
WBCM
376
Wilson & Boucher Capital Management
California
$291K – – –
CAL
377
Capital Analysts LLC
Pennsylvania
$288K +$32.6K +314 +13%
AIA
378
Arbor Investment Advisors
North Carolina
$288K +$104 +1 +0%
BW
379
BIP Wealth
Georgia
$286K -$452K -4,350 -61%
JC
380
JB Capital
Connecticut
$285K -$12.3K -118 -4%
TF
381
Theory Financial
Colorado
$279K -$2.6K -25 -0.9%
SWA
382
Sax Wealth Advisors
New Jersey
$279K +$279K +2,682 New
DI
383
DDFG Inc
California
$278K -$28.1K -271 -9%
CA
384
Claro Advisors
Massachusetts
$277K +$15.9K +153 +6%
BCPWM
385
Bradley & Co Private Wealth Management
Florida
$277K +$224K +2,158 +426%
HPM
386
Hoxton Planning & Management
West Virginia
$275K -$6.02K -58 -2%
BBA
387
Braun-Bostich & Associates
Pennsylvania
$274K +$274K +2,638 New
GVAG
388
Great Valley Advisor Group
Delaware
$272K +$6.96K +67 +3%
4FG
389
4Thought Financial Group
New York
$264K -$8.52K -82 -3%
KP
390
Keel Point
Alabama
$263K – – –
SC
391
Sapient Capital
Indiana
$257K – – –
SG
392
Somerset Group
Minnesota
$257K +$44.7K +430 +21%
CFS
393
CRA Financial Services
New Jersey
$250K – – –
SWP
394
Stratos Wealth Partners
Ohio
$249K – – –
PS
395
Principal Securities
Iowa
$246K -$6.75K -65 -3%
GWSG
396
GPS Wealth Strategies Group
Colorado
$243K +$32.2K +310 +15%
WDL
397
Well Done LLC
Michigan
$243K – – –
SWM
398
Sugarloaf Wealth Management
Georgia
$240K – – –
WCG
399
Weaver Consulting Group
California
$237K – – –
BFA
400
Brown Financial Advisors
Ohio
$235K +$235K +2,262 New
14 15
16
17 18