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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

540 hedge funds and large institutions have $2.52B invested in iShares MSCI KLD 400 Social ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 180 increasing their positions, 211 reducing their positions, and 41 closing their positions.

Holders
540
Holders Change
-21
Holders Change %
-3.74%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
30
Increased
180
Reduced
211
Closed
41
Calls
$102K
Puts
$164K
Net Calls
-$62K
Net Calls Change
-$228K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$114M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$28M
3
SCM
3
SCS Capital Management
Massachusetts
$7.04M
4
Ameriprise
4
Ameriprise
Minnesota
$101M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.12M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$400M
2
IAS
2
IMA Advisory Services
Colorado
$42.5M
3
Bank of America
3
Bank of America
North Carolina
$148M
4
EP
4
Essential Planning
New Hampshire
$359K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$127M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$16.4M 160,478 +20,566 +15%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$16.4M 159,822 +5,070 +3%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$15.2M 148,797 +4,241 +3%
FT
29
Fiduciary Trust
Massachusetts
$14.7M 143,468 -498 -0.3%
GAM
30
Gemmer Asset Management
California
$13.2M 128,546 +2,227 +2%
AAS
31
Ameritas Advisory Services
Nebraska
$13M 126,799 -63,732 -33%
PAG
32
Private Advisor Group
New Jersey
$12.8M 124,514 -4,338 -3%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$12M 117,316 +4,635 +4%
MML Investors Services
34
MML Investors Services
Massachusetts
$11.9M 116,661 -37 -0%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$11.3M 104,466 -12,422 -11%
TAM
36
Trillium Asset Management
Massachusetts
$10.8M 105,571 -47,460 -31%
ASN
37
Advisory Services Network
Georgia
$10.8M 105,113 -1,849 -2%
FF
38
Francis Financial
$10.5M 102,576 +191 +0.2%
DF
39
Dunhill Financial
United Kingdom
$10.4M 101,912 -17,287 -15%
HIF
40
Hill Island Financial
Michigan
$10.3M 100,734 -1,741 -2%
NI
41
Natural Investments
California
$9.63M 94,028 +12,759 +16%
PI
42
PFG Investments
New York
$9.57M 93,475 +807 +0.9%
BPA
43
Beacon Pointe Advisors
California
$8.62M 84,167 +12,506 +17%
MWM
44
Mascoma Wealth Management
New Hampshire
$8.47M 82,706 -16,399 -17%
MMA
45
Miracle Mile Advisors
California
$8.28M 80,881 -2,209 -3%
AWS
46
Atria Wealth Solutions
New York
$8.1M 79,046 +8,828 +13%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$7.79M 76,076 +1,040 +1%
HighTower Advisors
48
HighTower Advisors
Illinois
$7.51M 73,354 -5,401 -7%
WANY
49
Wealthspire Advisors (New York)
New York
$7.47M 72,984 +36,517 +100%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$7.12M 69,568 -16,342 -19%
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