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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 %
KP
401
Keel Point
Alabama
$283K – – –
SAM
402
Smartleaf Asset Management
Massachusetts
$281K – – –
BBA
403
Braun-Bostich & Associates
Pennsylvania
$277K -$15.3K -139 -5%
DI
404
DDFG Inc
California
$272K -$20.2K -183 -7%
SWP
405
Stratos Wealth Partners
Ohio
$272K -$441 -4 -0.2%
EAM
406
Erste Asset Management
Austria
$268K +$97.3K +21,519 +57%
CIA
407
Concurrent Investment Advisors
Florida
$268K +$22.7K +206 +9%
CFS
408
CRA Financial Services
New Jersey
$265K – – –
CA
409
Claro Advisors
Massachusetts
$262K -$3.2K -29 -1%
SG
410
Somerset Group
Minnesota
$261K -$11.9K -108 -4%
VBFP
411
Valtinson Bruner Financial Planning
Minnesota
$260K +$260K +2,359 New
GWSG
412
GPS Wealth Strategies Group
Colorado
$259K +$110 +1 +0%
WA
413
Waverly Advisors
Alabama
$255K +$255K +2,314 New
WDL
414
Well Done LLC
Michigan
$254K – – –
4FG
415
4Thought Financial Group
New York
$251K -$18K -163 -7%
BFA
416
Brown Financial Advisors
Ohio
$249K – – –
M&T Bank
417
M&T Bank
New York
$246K – – –
GRP
418
Global Retirement Partners
California
$246K +$662 +6 +0.3%
GWP
419
Gateway Wealth Partners
Wisconsin
$245K -$48.8K -443 -17%
WCG
420
Weaver Consulting Group
California
$245K – – –
Jane Street
421
Jane Street
New York
$244K +$244K +2,212 New
EFG
422
Erickson Financial Group
Pennsylvania
$243K +$992 +9 +0.4%
PSC
423
Prentiss Smith & Co
Vermont
$239K – – –
RF
424
Rossby Financial
Florida
$237K +$237K +2,148 New
BG
425
Bahl & Gaynor
Ohio
$237K -$305K -2,762 -56%
15 16
17
18 19