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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 %
AA
451
Ancora Advisors
Ohio
$119K – – –
HNB
452
Huntington National Bank
Ohio
$114K -$110K – –
CAS
453
Coppell Advisory Solutions
Texas
$111K +$111K +1,068 New
PP
454
PrairieView Partners
Minnesota
$107K – – –
MPCG
455
Matrix Private Capital Group
New York
$106K – – –
EWM
456
EPG Wealth Management
Georgia
$104K -$101K -1,000 Closed
Bessemer Group
457
Bessemer Group
New Jersey
$98K +$14.1K +135 +17%
OLVIG
458
Oliver Lagore Vanvalin Investment Group
Michigan
$92.7K -$3.84K -37 -4%
PCMC
459
Private Capital Management (Colorado)
Colorado
$89.6K -$11.7K -113 -12%
FP
460
Financial Perspectives
Minnesota
$82.3K +$208 +2 +0.3%
LFA
461
LGT Financial Advisors
Texas
$80.7K +$104 +1 +0.1%
SSB
462
Sandy Spring Bank
Maryland
$72.7K – – –
CA
463
Clearstead Advisors
Ohio
$71.9K – – –
ATC
464
Adirondack Trust Company
New York
$71.7K – – –
MFS
465
Mattson Financial Services
Michigan
$63.8K +$63.8K +614 New
GWANC
466
Guardian Wealth Advisors (North Carolina)
North Carolina
$60.2K – – –
FWP
467
FAS Wealth Partners
Kansas
$56.9K -$104 -1 -0.2%
MFT
468
Moisand Fitzgerald Tamayo
Florida
$56K – – –
OP
469
ORG Partners
Indiana
$55.1K +$55.1K +530 New
TWC
470
TD Waterhouse Canada
Ontario, Canada
$53.9K -$53.1K -510 -50%
BONH
471
Bank of New Hampshire
New Hampshire
$53K – – –
CTA
472
Colonial Trust Advisors
South Carolina
$51.9K – – –
IA
473
IFP Advisors
Florida
$49.4K – – –
PA
474
Parallel Advisors
California
$47.8K – – –
MWA
475
MFA Wealth Advisors
Pennsylvania
$47.8K +$47.8K +460 New
17 18
19
20 21