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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 %
OPW
376
Oxler Private Wealth
New York
$349K +$1.1K +10 +0.3%
AWM
377
Affinity Wealth Management
Delaware
$345K – – –
WA
378
WBH Advisory
Maryland
$342K -$31.8K -288 -8%
MIA
379
Milestone Investment Advisors
Wisconsin
$337K -$551 -5 -0.2%
G
380
GenTrust
Florida
$335K – – –
GA
381
Goldstein Advisors
Wisconsin
$333K -$7.72K -70 -2%
BHIA
382
Birch Hill Investment Advisors
Massachusetts
$332K -$16K -145 -5%
SIAP
383
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$331K – – –
RDFA
384
Ritter Daniher Financial Advisory
Ohio
$331K – – –
CAL
385
Capital Analysts LLC
Pennsylvania
$324K +$35.7K +324 +12%
JWBC
386
J.W. Burns & Co
New York
$322K -$13.2K -120 -4%
BCPWM
387
Bradley & Co Private Wealth Management
Florida
$321K +$321K +2,909 New
GVAG
388
Great Valley Advisor Group
Delaware
$321K +$9.27K +84 +3%
JC
389
JB Capital
Connecticut
$319K +$59.7K +542 +23%
JFA
390
JNBA Financial Advisors
Minnesota
$313K +$1.43K +13 +0.5%
SCM
391
Sage Capital Management
New Jersey
$313K – – –
AWM
392
AE Wealth Management
Kansas
$312K -$6.72K -61 -2%
CWM
393
Centurion Wealth Management
Virginia
$312K -$48.1K -436 -13%
CFD
394
Creative Financial Designs
Indiana
$312K -$27.3K -248 -8%
WBCM
395
Wilson & Boucher Capital Management
California
$309K – – –
ZAM
396
Zevin Asset Management
Massachusetts
$308K +$61.8K +561 +25%
AIA
397
Arbor Investment Advisors
North Carolina
$306K +$220 +2 +0.1%
WS
398
Wedbush Securities
California
$302K -$61.8K -561 -17%
MAG
399
MRA Advisory Group
New Jersey
$295K +$15.1K +137 +5%
PBO
400
Peoples Bank (Ohio)
Ohio
$288K -$118K -1,074 -29%
14 15
16
17 18