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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

503 hedge funds and large institutions have $2.66B invested in iShares MSCI KLD 400 Social ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 148 increasing their positions, 198 reducing their positions, and 22 closing their positions.

Holders
503
Holders Change
+11
Holders Change %
+2.24%
% of All Funds
7.29%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
46
Increased
148
Reduced
198
Closed
22
Calls
$302K
Puts
$40K
Net Calls
+$262K
Net Calls Change
-$11K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$15.3M
2
Mariner
2
Mariner
Kansas
$30.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$34.2M
4
FTWA
4
Fifth Third Wealth Advisors
Ohio
$5.17M
5
LPL Financial
5
LPL Financial
California
$82.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$459M
2
Bank of America
2
Bank of America
North Carolina
$158M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$96.6M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.3M
5
TAM
5
Trillium Asset Management
Massachusetts
$5.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$15.3M +$6.71M +66,567 +78%
FT
27
Fiduciary Trust
Massachusetts
$14.8M -$144K -1,432 -1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$14.7M -$1.26M -12,449 -8%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$14.7M -$1.32M -13,132 -8%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$14.5M +$1.37M +13,578 +10%
PAG
31
Private Advisor Group
New Jersey
$13.7M +$784K +7,776 +6%
FF
32
Francis Financial
$13.4M -$243K -2,414 -2%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$12.9M -$821K -8,142 -6%
AAS
34
Ameritas Advisory Services
Nebraska
$12.6M +$3.5M +34,670 +38%
MCM
35
Manchester Capital Management
Vermont
$12.5M +$94K +932 +0.8%
GAM
36
Gemmer Asset Management
California
$11.1M +$447K +4,436 +4%
HIF
37
Hill Island Financial
Michigan
$10.5M -$164K -1,631 -2%
MWM
38
Mascoma Wealth Management
New Hampshire
$10.4M +$527K +5,227 +5%
ASN
39
Advisory Services Network
Georgia
$9.88M +$2.52K +25 +0%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$9.66M +$108K +1,072 +1%
PI
41
PFG Investments
New York
$9.37M +$1.84M +18,238 +24%
BPA
42
Beacon Pointe Advisors
California
$8.81M +$3.52M +34,964 +67%
FHA
43
First Horizon Advisors
Tennessee
$8.53M -$177K -1,757 -2%
AWS
44
Atria Wealth Solutions
New York
$8.52M +$119K +1,177 +1%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$8.19M +$303K +3,009 +4%
MMA
46
Miracle Mile Advisors
California
$8.06M +$1.07M +10,566 +15%
HighTower Advisors
47
HighTower Advisors
Illinois
$8M -$703K -6,975 -8%
CL
48
Choreo LLC
Illinois
$7.25M -$93.1K -924 -1%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$7.23M +$230K +2,280 +3%
Comerica Bank
50
Comerica Bank
Texas
$6.97M +$124K +1,229 +2%
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