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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 %
PG
451
Patten Group
Tennessee
$215K +$215K +1,949 New
SP
452
Sequent Planning
Nebraska
$214K +$214K +1,937 New
SA
453
Sovran Advisors
California
$212K +$212K +1,937 New
AFP
454
Ausdal Financial Partners
Iowa
$211K +$211K +1,914 New
DWG
455
Darden Wealth Group
Michigan
$210K – – –
FCM
456
Firestone Capital Management
Florida
$210K – – –
FPW
457
Flagship Private Wealth
Massachusetts
$208K +$208K +1,887 New
DT
458
Diversified Trust
Tennessee
$207K – – –
BFG
459
Baron Financial Group
New Jersey
$207K -$5.51K -50 -3%
CT
460
Clearstead Trust
Maine
$207K – – –
FFC
461
Frederick Financial Consultants
Maryland
$206K +$206K +1,864 New
TCM
462
Towercrest Capital Management
Pennsylvania
$204K – – –
ST
463
Smithfield Trust
Pennsylvania
$204K -$2.2K -20 -1%
FIM
464
Freedom Investment Management
Connecticut
$203K +$203K +1,842 New
GS
465
GTS Securities
New York
$203K +$203K +1,841 New
BFWA
466
Benchmark Financial Wealth Advisors
Florida
$201K +$201K +1,825 New
CCMI
467
Creative Capital Management Investments
California
$201K – – –
LWCFA
468
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$199K -$17.8K -159 -8%
AWM
469
AllSquare Wealth Management
New York
$195K – – –
JWA
470
JFS Wealth Advisors
Pennsylvania
$194K +$9.37K +85 +5%
ACA
471
Atlas Capital Advisors
Wyoming
$193K – – –
MCM
472
MAI Capital Management
Ohio
$189K +$189K +1,710 New
EPW
473
Endeavor Private Wealth
Kansas
$187K +$187K +1,697 New
MPCG
474
Matrix Private Capital Group
New York
$186K – – –
SW
475
SoFi Wealth
California
$177K +$177K +1,604 New
17 18
19
20 21