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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 %
ACA
451
Atlas Capital Advisors
Wyoming
$191K – – –
MPCG
452
Matrix Private Capital Group
New York
$184K +$72.7K +668 +65%
JWA
453
JFS Wealth Advisors
Pennsylvania
$183K -$32.5K -299 -15%
GWM
454
Geneos Wealth Management
Colorado
$170K +$4.46K +41 +3%
LWA
455
Lowe Wealth Advisors
Maryland
$151K -$21.8K -200 -13%
EPW
456
Evergreen Private Wealth
Colorado
$148K – – –
WIM
457
Westside Investment Management
California
$147K -$53.9K -495 -27%
CTWM
458
Cherry Tree Wealth Management
Minnesota
$147K – – –
RA
459
Rise Advisors
New York
$144K +$435 +4 +0.3%
ME
460
McIlrath & Eck
Washington
$139K -$5.33K -49 -4%
PAI
461
Pittenger & Anderson Inc
Nebraska
$134K – – –
PTC
462
Private Trust Company
Ohio
$134K – – –
PFBT
463
Parkside Financial Bank & Trust
Missouri
$134K – – –
TCM
464
TD Capital Management
Tennessee
$134K +$218 +2 +0.2%
Kovitz Investment Group Partners
465
Kovitz Investment Group Partners
Illinois
$128K +$4.68K +1,711 +4%
AA
466
Ancora Advisors
Ohio
$125K – – –
HNB
467
Huntington National Bank
Ohio
$119K -$114K – –
CAS
468
Coppell Advisory Solutions
Texas
$116K – – –
PP
469
PrairieView Partners
Minnesota
$112K – – –
EWM
470
EPG Wealth Management
Georgia
$109K +$109K +1,000 New
Bessemer Group
471
Bessemer Group
New Jersey
$102K – – –
PW
472
Paladin Wealth
Minnesota
$96.2K +$96.2K +884 New
FP
473
Financial Perspectives
Minnesota
$86.4K +$326 +3 +0.4%
LFA
474
LGT Financial Advisors
Texas
$84.8K +$326 +3 +0.4%
OLVIG
475
Oliver Lagore Vanvalin Investment Group
Michigan
$84.7K -$12.5K -115 -13%
17 18
19
20 21