DSI icon

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 %
MAG
401
MRA Advisory Group
New Jersey
$234K +$3.01K +29 +1%
ZAM
402
Zevin Asset Management
Massachusetts
$232K -$104 -1 -0%
M&T Bank
403
M&T Bank
New York
$232K – – –
AWM
404
Avior Wealth Management
Nebraska
$230K +$76.5K +737 +50%
PSC
405
Prentiss Smith & Co
Vermont
$225K – – –
CIBC World Market
406
CIBC World Market
Ontario, Canada
$225K -$13K -125 -5%
SHWM
407
Smith & Howard Wealth Management
Georgia
$224K – – –
HPFG
408
Hart & Patterson Financial Group
Massachusetts
$224K -$36.5K -351 -14%
CIA
409
Concurrent Investment Advisors
Florida
$222K +$104 +1 +0%
WP
410
Wealthspan Partners
Iowa
$222K +$312 +3 +0.1%
SW
411
Simplicity Wealth
New Jersey
$220K +$10.6K +102 +5%
OPA
412
Old Port Advisors
Maine
$218K -$26.9K -259 -11%
FPW
413
Flagship Private Wealth
Massachusetts
$218K +$1.77K +17 +0.8%
HR
414
Howe & Rusling
New York
$216K -$831 -8 -0.4%
UL
415
Unionview LLC
Washington
$214K +$415 +4 +0.2%
REMPR
416
Roof Eidam Maycock Peralta (REMP)
California
$213K – – –
SFG
417
Sovereign Financial Group
Connecticut
$212K – – –
RWP
418
Ridgecrest Wealth Partners
California
$212K – – –
EDRIA
419
Edmonds Duncan Registered Investment Advisors
Kansas
$210K -$297K -2,863 -59%
LWCFA
420
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$209K +$175K +1,621 +510%
BBHC
421
Brown Brothers Harriman & Co
New York
$209K – – –
IWS
422
Insight Wealth Strategies
California
$208K +$208K +2,006 New
EW
423
Evoke Wealth
California
$208K – – –
ST
424
Smithfield Trust
Pennsylvania
$208K -$6.96K -67 -3%
BS
425
Banco Santander
Spain
$208K – – –
15 16
17
18 19