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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$15.6M 150,085 +4,643 +3%
MML Investors Services
27
MML Investors Services
Massachusetts
$15.6M 149,931 -7,947 -5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$15.3M 146,947 +669 +0.5%
FT
29
Fiduciary Trust
Massachusetts
$15.2M 146,169 -401 -0.3%
PAG
30
Private Advisor Group
New Jersey
$13.8M 133,233 -2,423 -2%
AAS
31
Ameritas Advisory Services
Nebraska
$13.6M 130,814 +5,837 +5%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$13.2M 127,073 -27,918 -18%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$13.2M 126,982 -1,225 -1%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$13.1M 125,919 +30,143 +31%
FF
35
Francis Financial
$12.7M 122,254 -10,893 -8%
GAM
36
Gemmer Asset Management
California
$12.5M 120,532 +10,607 +10%
MCM
37
Manchester Capital Management
Vermont
$12.4M 119,013 -5,180 -4%
MWM
38
Mascoma Wealth Management
New Hampshire
$11.1M 107,188 +4,230 +4%
HIF
39
Hill Island Financial
Michigan
$10.9M 104,513 -52 -0%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$10.6M 101,904 +52,566 +107%
ASN
41
Advisory Services Network
Georgia
$9.81M 94,466 -3,577 -4%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$9.66M 93,018 +11,761 +14%
PI
43
PFG Investments
New York
$9.09M 87,517 -5,436 -6%
FHA
44
First Horizon Advisors
Tennessee
$8.77M 84,418 -165 -0.2%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$8.75M 84,233 +12,484 +17%
HighTower Advisors
46
HighTower Advisors
Illinois
$8.57M 82,534 +3,250 +4%
BPA
47
Beacon Pointe Advisors
California
$8.56M 82,470 -4,956 -6%
AWS
48
Atria Wealth Solutions
New York
$8.55M 82,292 -2,253 -3%
MMA
49
Miracle Mile Advisors
California
$8.51M 81,959 +2,049 +3%
TAM
50
Trillium Asset Management
Massachusetts
$8.01M 77,090 +23,594 +44%
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