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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$15.7M 144,581 -5,811 -4%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$15.1M 138,816 -8,131 -6%
PAG
28
Private Advisor Group
New Jersey
$14.1M 129,223 -4,010 -3%
MML Investors Services
29
MML Investors Services
Massachusetts
$14.1M 129,173 -20,758 -14%
DF
30
Dunhill Financial
United Kingdom
$14M 128,317 -37,653 -23%
GAM
31
Gemmer Asset Management
California
$13.8M 126,972 +6,440 +5%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$13.7M 125,975 +32,957 +35%
MCM
33
Manchester Capital Management
Vermont
$13.6M 124,859 +5,846 +5%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$13.3M 123,380 -3,602 -3%
AAS
35
Ameritas Advisory Services
Nebraska
$13.2M 121,551 -9,263 -7%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$12.6M 115,658 -10,261 -8%
FF
37
Francis Financial
$11.5M 106,118 -16,136 -13%
HIF
38
Hill Island Financial
Michigan
$11.4M 104,935 +422 +0.4%
MWM
39
Mascoma Wealth Management
New Hampshire
$11.3M 103,787 -3,401 -3%
PI
40
PFG Investments
New York
$9.99M 91,840 +4,323 +5%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$9.9M 91,022 -36,051 -28%
ASN
42
Advisory Services Network
Georgia
$9.81M 94,466 – –
MMA
43
Miracle Mile Advisors
California
$9.08M 83,501 +1,542 +2%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$9.05M 83,206 -1,027 -1%
BPA
45
Beacon Pointe Advisors
California
$8.79M 80,767 -1,703 -2%
AWS
46
Atria Wealth Solutions
New York
$8.38M 77,011 -5,281 -6%
TAM
47
Trillium Asset Management
Massachusetts
$8.04M 73,935 -3,155 -4%
CL
48
Choreo LLC
Illinois
$7.73M 71,850 -99 -0.1%
HighTower Advisors
49
HighTower Advisors
Illinois
$7.62M 70,054 -12,480 -15%
FAFN
50
First Affirmative Financial Network
Colorado
$7.55M 69,382 +28,614 +70%
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