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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 %
MWM
426
Modern Wealth Management
Kansas
$236K +$236K +2,143 New
WP
427
Wealthspan Partners
Iowa
$236K +$551 +5 +0.2%
F8IS
428
Figure 8 Investment Strategies
Idaho
$234K +$234K +2,126 New
SHWM
429
Smith & Howard Wealth Management
Georgia
$234K – – –
OPA
430
Old Port Advisors
Maine
$232K – – –
TW
431
TritonPoint Wealth
Maryland
$230K – – –
HR
432
Howe & Rusling
New York
$230K +$662 +6 +0.3%
GIA
433
Gladstone Institutional Advisory
Florida
$229K +$551 +5 +0.2%
UL
434
Unionview LLC
Washington
$229K +$661 +6 +0.3%
REMPR
435
Roof Eidam Maycock Peralta (REMP)
California
$226K – – –
RWP
436
Ridgecrest Wealth Partners
California
$225K – – –
AWM
437
Avior Wealth Management
Nebraska
$225K +$18.9K +171 +9%
VHAM
438
Van Hulzen Asset Management
California
$223K -$69K -626 -24%
IWS
439
Insight Wealth Strategies
California
$223K +$882 +8 +0.4%
EW
440
Evoke Wealth
California
$221K – – –
BS
441
Banco Santander
Spain
$221K – – –
MIM
442
Marco Investment Management
Georgia
$221K – – –
TFG
443
Tilson Financial Group
New Jersey
$220K – – –
HPFG
444
Hart & Patterson Financial Group
Massachusetts
$219K -$7.5K -68 -3%
CFG
445
Copley Financial Group
California
$219K -$14K -127 -6%
First Trust Advisors
446
First Trust Advisors
Illinois
$217K +$217K +1,966 New
GCP
447
GSA Capital Partners
United Kingdom
$216K -$153K -1,381 -41%
MA
448
Mutual Advisors
Nebraska
$216K -$62.5K -560 -22%
PS
449
Principal Securities
Iowa
$216K -$21.2K -192 -9%
TC
450
Trilogy Capital
California
$215K -$11.2K -102 -5%
16 17
18
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