DSI icon

iShares MSCI KLD 400 Social ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
KIM
476
Kestra Investment Management
Texas
$175K 1,586 +1,586 New
GWM
477
Geneos Wealth Management
Colorado
$172K 1,564 -1 -0.1%
FDCDDQ
478
Federation des caisses Desjardins du Quebec
Quebec, Canada
$171K 1,555 -250 -14%
LWA
479
Lowe Wealth Advisors
Maryland
$153K 1,388
EPW
480
Evergreen Private Wealth
Colorado
$150K 1,358
WIM
481
Westside Investment Management
California
$149K 1,355
RA
482
Rise Advisors
New York
$146K 1,324 +4 +0.3%
PAI
483
Pittenger & Anderson Inc
Nebraska
$136K 1,235
PTC
484
Private Trust Company
Ohio
$136K 1,233
PFBT
485
Parkside Financial Bank & Trust
Missouri
$136K 1,230
TCM
486
TD Capital Management
Tennessee
$135K 1,222 -7 -0.6%
ME
487
McIlrath & Eck
Washington
$128K 1,158 -119 -9%
AA
488
Ancora Advisors
Ohio
$127K 1,150
HNB
489
Huntington National Bank
Ohio
CAS
490
Coppell Advisory Solutions
Texas
$118K 1,068
PP
491
PrairieView Partners
Minnesota
$114K 1,034
CTWM
492
Cherry Tree Wealth Management
Minnesota
$114K 1,034 -316 -23%
Citadel Advisors
493
Citadel Advisors
Florida
$113K 1,024 +1,024 New
GWANC
494
Guardian Wealth Advisors (North Carolina)
North Carolina
$112K 1,013 +433 +75%
EWM
495
EPG Wealth Management
Georgia
$110K 1,000
PGAM
496
Princeton Global Asset Management
New Jersey
$107K 967 +967 New
Bessemer Group
497
Bessemer Group
New Jersey
$104K 940
Qube Research & Technologies (QRT)
498
Qube Research & Technologies (QRT)
United Kingdom
$100K 911 +416 +84%
FA
499
Fedenia Advisers
Wisconsin
$98.9K 897 +897 New
BA
500
Bristlecone Advisors
Washington
$94.3K 855 +234 +38%