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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.

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
Raymond James Financial
3
Raymond James Financial
Florida
$21M
4
LPL Financial
4
LPL Financial
California
$111M
5
Bank of America
5
Bank of America
North Carolina
$186M

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 Market Value Shares Shares
Change 		Shares
Change %
PAS
26
Park Avenue Securities
New York
$18.4M 166,729 -11,105 -6%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$17.1M 154,752 +15,936 +11%
TAM
28
Trillium Asset Management
Massachusetts
$16.9M 153,031 +79,096 +107%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$15.9M 144,556 -3,088 -2%
FT
30
Fiduciary Trust
Massachusetts
$15.9M 143,966 -1,336 -0.9%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$15.4M 139,912 -4,669 -3%
MCM
32
Manchester Capital Management
Vermont
$14.5M 131,871 +7,012 +6%
PAG
33
Private Advisor Group
New Jersey
$14.2M 128,852 -371 -0.3%
GAM
34
Gemmer Asset Management
California
$13.9M 126,319 -653 -0.5%
DF
35
Dunhill Financial
United Kingdom
$13.1M 119,199 -9,118 -7%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$13.1M 116,888 -9,087 -7%
MML Investors Services
37
MML Investors Services
Massachusetts
$12.9M 116,698 -12,475 -10%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$12.4M 112,681 -10,699 -9%
ASN
39
Advisory Services Network
Georgia
$11.8M 106,962 +12,496 +13%
HIF
40
Hill Island Financial
Michigan
$11.3M 102,475 -2,460 -2%
FF
41
Francis Financial
$11.3M 102,385 -3,733 -4%
MWM
42
Mascoma Wealth Management
New Hampshire
$10.9M 99,105 -4,682 -5%
PI
43
PFG Investments
New York
$10.2M 92,668 +828 +0.9%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$9.47M 85,910 +2,704 +3%
MMA
45
Miracle Mile Advisors
California
$9.16M 83,090 -411 -0.5%
NI
46
Natural Investments
California
$8.96M 81,269 +81,269 New
HighTower Advisors
47
HighTower Advisors
Illinois
$8.68M 78,755 +8,701 +12%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$8.27M 75,036 -15,986 -18%
Comerica Bank
49
Comerica Bank
Texas
$7.95M 72,154 +4,866 +7%
BPA
50
Beacon Pointe Advisors
California
$7.9M 71,661 -9,106 -11%
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