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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 %
JC
401
JB Capital
Connecticut
$256K -$42.7K -392 -14%
GWSG
402
GPS Wealth Strategies Group
Colorado
$255K +$109 +1 +0%
WDL
403
Well Done LLC
Michigan
$254K – – –
BFA
404
Brown Financial Advisors
Ohio
$246K – – –
ZAM
405
Zevin Asset Management
Massachusetts
$243K – – –
M&T Bank
406
M&T Bank
New York
$243K – – –
GRP
407
Global Retirement Partners
California
$242K +$46.6K +428 +24%
CIA
408
Concurrent Investment Advisors
Florida
$242K +$9.36K +86 +4%
WCG
409
Weaver Consulting Group
California
$242K -$6.53K -60 -3%
EFG
410
Erickson Financial Group
Pennsylvania
$239K +$239K +2,195 New
PSC
411
Prentiss Smith & Co
Vermont
$236K – – –
TWA
412
Talisman Wealth Advisors
New Jersey
$234K +$20.2K +186 +9%
PS
413
Principal Securities
Iowa
$234K -$23.5K -216 -9%
SG
414
StoneX Group
New York
$233K +$233K +2,145 New
WP
415
Wealthspan Partners
Iowa
$233K +$544 +5 +0.2%
SHWM
416
Smith & Howard Wealth Management
Georgia
$231K -$4.03K -37 -2%
CFG
417
Copley Financial Group
California
$229K +$229K +2,109 New
OPA
418
Old Port Advisors
Maine
$229K – – –
TW
419
TritonPoint Wealth
Maryland
$227K +$227K +2,090 New
HR
420
Howe & Rusling
New York
$226K +$544 +5 +0.2%
CAAS
421
Capital Asset Advisory Services
Michigan
$225K +$225K +2,076 New
GIA
422
Gladstone Institutional Advisory
Florida
$225K +$225K +2,069 New
UL
423
Unionview LLC
Washington
$225K +$761 +7 +0.3%
TC
424
Trilogy Capital
California
$224K +$224K +2,056 New
HPFG
425
Hart & Patterson Financial Group
Massachusetts
$223K -$10.8K -99 -5%
15 16
17
18 19