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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
AAP
476
Arax Advisory Partners
Colorado
$80.4K +$80.4K +739 New
SSB
477
Sandy Spring Bank
Maryland
$76.2K – – –
CA
478
Clearstead Advisors
Ohio
$75.3K – – –
ATC
479
Adirondack Trust Company
New York
$75.1K – – –
PCMC
480
Private Capital Management (Colorado)
Colorado
$67.8K -$26.1K -240 -28%
BA
481
Bristlecone Advisors
Washington
$67.6K +$67.6K +621 New
MFS
482
Mattson Financial Services
Michigan
$63.8K – – –
GWANC
483
Guardian Wealth Advisors (North Carolina)
North Carolina
$63.1K – – –
GSEP
484
Golden State Equity Partners
California
$63.1K -$450K -4,134 -88%
BBHC
485
Brown Brothers Harriman & Co
New York
$62.2K -$156K -1,436 -72%
FWP
486
FAS Wealth Partners
Kansas
$59.8K +$218 +2 +0.4%
EB
487
Eastern Bank
Massachusetts
$58.4K +$58.4K +537 New
BONH
488
Bank of New Hampshire
New Hampshire
$55.5K – – –
CTA
489
Colonial Trust Advisors
South Carolina
$54.4K – – –
MFT
490
Moisand Fitzgerald Tamayo
Florida
$54.2K -$4.46K -41 -8%
Qube Research & Technologies (QRT)
491
Qube Research & Technologies (QRT)
United Kingdom
$53.9K -$71.8K -660 -57%
PA
492
Parallel Advisors
California
$53.2K +$3.16K +29 +6%
IA
493
IFP Advisors
Florida
$51.8K – – –
MWA
494
MFA Wealth Advisors
Pennsylvania
$50K – – –
OP
495
ORG Partners
Indiana
$49.7K -$7.94K -73 -14%
CP
496
Castleview Partners
Texas
$48.2K +$217 +2 +0.5%
TWC
497
TD Waterhouse Canada
Ontario, Canada
$48K -$7.75K -72 -14%
DFA
498
DHJJ Financial Advisors
Illinois
$47.4K – – –
SL
499
Salomon & Ludwin
Virginia
$44.7K – – –
DWA
500
Dougherty Wealth Advisers
Minnesota
$43.6K +$15.6K +143 +55%
18 19
20
21 22