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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 %
MIM
426
Marco Investment Management
Georgia
$208K – – –
JWA
427
JFS Wealth Advisors
Pennsylvania
$205K +$9.24K +89 +5%
TWA
428
Talisman Wealth Advisors
New Jersey
$204K +$204K +1,965 New
BFG
429
Baron Financial Group
New Jersey
$201K -$17.7K -170 -8%
HFA
430
High Falls Advisors
New York
$200K +$200K +1,928 New
CT
431
Clearstead Trust
Maine
$195K – – –
WIM
432
Westside Investment Management
California
$192K – – –
FDCDDQ
433
Federation des caisses Desjardins du Quebec
Quebec, Canada
$190K -$6.75K -65 -3%
CCMI
434
Creative Capital Management Investments
California
$189K – – –
GRP
435
Global Retirement Partners
California
$187K +$28.9K +278 +18%
AWM
436
AllSquare Wealth Management
New York
$184K – – –
Jones Financial Companies
437
Jones Financial Companies
Missouri
$183K +$36.8K +354 +25%
ACA
438
Atlas Capital Advisors
Wyoming
$182K – – –
LWA
439
Lowe Wealth Advisors
Maryland
$165K – – –
GWM
440
Geneos Wealth Management
Colorado
$158K -$20.8K -200 -12%
EPW
441
Evergreen Private Wealth
Colorado
$141K -$623 -6 -0.4%
CTWM
442
Cherry Tree Wealth Management
Minnesota
$140K – – –
WFS
443
Widmann Financial Services
Maryland
$138K +$138K +1,330 New
ME
444
McIlrath & Eck
Washington
$138K -$4.15K -40 -3%
RA
445
Rise Advisors
New York
$137K +$311 +3 +0.2%
PAI
446
Pittenger & Anderson Inc
Nebraska
$128K – – –
PTC
447
Private Trust Company
Ohio
$128K +$104 +1 +0.1%
PFBT
448
Parkside Financial Bank & Trust
Missouri
$128K – – –
TCM
449
TD Capital Management
Tennessee
$127K +$208 +2 +0.2%
Qube Research & Technologies (QRT)
450
Qube Research & Technologies (QRT)
United Kingdom
$120K +$84.8K +817 +242%
16 17
18
19 20