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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CP
476
Castleview Partners
Texas
$45.8K +$104 +1 +0.2%
DFA
477
DHJJ Financial Advisors
Illinois
$45.3K – – –
SL
478
Salomon & Ludwin
Virginia
$42.7K -$207K -1,994 -83%
GM
479
GeoWealth Management
Illinois
$42.2K -$321K -3,088 -88%
BWP
480
Baldwin Wealth Partners
Massachusetts
$41.5K – – –
QCG
481
Quadrant Capital Group
Ohio
$39.5K – – –
LJHT
482
Laurie J. Hall Trustee
$36K – – –
AIC
483
Archer Investment Corporation
Indiana
$31.6K – – –
CTC
484
Central Trust Company
Missouri
$30.1K – – –
LFG
485
Larson Financial Group
Missouri
$28.3K +$28.3K +273 New
DWA
486
Dougherty Wealth Advisers
Minnesota
$26.8K -$1.14K -11 -4%
EBA
487
Eagle Bay Advisors
New York
$25.5K +$12.8K +123 +100%
MIFH
488
Migdal Insurance & Financial Holdings
Israel
$24K -$24K -235 -50%
HCM
489
Hollencrest Capital Management
California
$23.1K – – –
GLR
490
Great Lakes Retirement
Ohio
$22.6K +$22.6K +218 New
PA
491
PSI Advisors
Florida
$22.4K +$104 +1 +0.5%
GFPC
492
Global Financial Private Client
Florida
$21.6K +$519 +5 +2%
FFA
493
Fairfield Financial Advisors
Massachusetts
$20.8K +$20.8K +200 New
HWA
494
Heritage Wealth Advisors
Virginia
$18.7K – – –
CFO
495
CVA Family Office
Colorado
$16.4K – – –
EWP
496
Elevation Wealth Partners
California
$15.6K – – –
BA
497
Ballast Advisors
Minnesota
$14.2K – – –
EWM
498
Evermay Wealth Management
Virginia
$13.5K – – –
RIA
499
Realta Investment Advisors
Delaware
$10.8K – – –
FCA
500
FinTrust Capital Advisors
South Carolina
$10.8K +$6.23K +60 +136%
18 19
20
21 22