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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 %
REMPR
426
Roof Eidam Maycock Peralta (REMP)
California
$223K – – –
EDRIA
427
Edmonds Duncan Registered Investment Advisors
Kansas
$222K +$2.5K +23 +1%
SFG
428
Sovereign Financial Group
Connecticut
$222K – – –
RWP
429
Ridgecrest Wealth Partners
California
$222K – – –
SW
430
Simplicity Wealth
New Jersey
$220K -$10.7K -98 -5%
IWS
431
Insight Wealth Strategies
California
$219K +$435 +4 +0.2%
EW
432
Evoke Wealth
California
$218K – – –
BS
433
Banco Santander
Spain
$218K – – –
MIM
434
Marco Investment Management
Georgia
$218K – – –
TFG
435
Tilson Financial Group
New Jersey
$217K +$217K +1,998 New
LWCFA
436
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$213K – – –
GF
437
Gries Financial
Ohio
$211K +$211K +1,940 New
SWM
438
Sugarloaf Wealth Management
Georgia
$211K -$40.3K -370 -16%
BFG
439
Baron Financial Group
New Jersey
$210K -$1.09K -10 -0.5%
DWG
440
Darden Wealth Group
Michigan
$208K +$208K +1,907 New
FCM
441
Firestone Capital Management
Florida
$207K +$207K +1,906 New
DT
442
Diversified Trust
Tennessee
$205K +$205K +1,882 New
CT
443
Clearstead Trust
Maine
$204K – – –
AWM
444
Avior Wealth Management
Nebraska
$203K -$38.2K -351 -16%
ST
445
Smithfield Trust
Pennsylvania
$203K -$13.8K -127 -6%
AWM
446
Axxcess Wealth Management
California
$202K +$202K +1,860 New
TCM
447
Towercrest Capital Management
Pennsylvania
$202K +$202K +1,854 New
CCMI
448
Creative Capital Management Investments
California
$198K – – –
FDCDDQ
449
Federation des caisses Desjardins du Quebec
Quebec, Canada
$196K -$2.18K -20 -1%
AWM
450
AllSquare Wealth Management
New York
$192K – – –
16 17
18
19 20