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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 %
AWM
376
AE Wealth Management
Kansas
$315K -$41K -377 -12%
SCM
377
Sage Capital Management
New Jersey
$308K – – –
JFA
378
JNBA Financial Advisors
Minnesota
$308K -$9.14K -84 -3%
GVAG
379
Great Valley Advisor Group
Delaware
$307K +$22.2K +204 +8%
WBCM
380
Wilson & Boucher Capital Management
California
$305K – – –
AIA
381
Arbor Investment Advisors
North Carolina
$301K +$218 +2 +0.1%
GWP
382
Gateway Wealth Partners
Wisconsin
$290K -$30.1K -277 -9%
DI
383
DDFG Inc
California
$289K -$2.28K -21 -0.8%
VHAM
384
Van Hulzen Asset Management
California
$288K -$108K -993 -27%
BBA
385
Braun-Bostich & Associates
Pennsylvania
$288K +$979 +9 +0.3%
CAL
386
Capital Analysts LLC
Pennsylvania
$284K -$16.8K -155 -6%
KP
387
Keel Point
Alabama
$279K – – –
TF
388
Theory Financial
Colorado
$277K -$11.5K -107 -4%
TCA
389
Transcend Capital Advisors
New Jersey
$277K -$35.8K -329 -11%
HPM
390
Hoxton Planning & Management
West Virginia
$277K -$11.1K -102 -4%
MAG
391
MRA Advisory Group
New Jersey
$276K +$31.3K +288 +13%
SAM
392
Smartleaf Asset Management
Massachusetts
$275K -$33K -304 -11%
MA
393
Mutual Advisors
Nebraska
$274K -$40.7K -371 -13%
SG
394
Somerset Group
Minnesota
$269K – – –
SWP
395
Stratos Wealth Partners
Ohio
$269K +$7.84K +72 +3%
4FG
396
4Thought Financial Group
New York
$265K -$11.3K -104 -4%
MFA
397
McClarren Financial Advisors
Pennsylvania
$263K +$257K +20,924 +4,032%
Millennium Management
398
Millennium Management
New York
$263K +$263K +2,415 New
CA
399
Claro Advisors
Massachusetts
$262K -$28K -257 -10%
CFS
400
CRA Financial Services
New Jersey
$262K – – –
14 15
16
17 18