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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 %
IAIM
501
International Assets Investment Management
Florida
$9.66K +$9.66K +93 New
FCMT
502
Founders Capital Management (Texas)
Texas
$9.24K +$9.24K +89 New
ATPW
503
Ashton Thomas Private Wealth
Arizona
$9.14K +$9.14K +88 New
TFA
504
Toth Financial Advisory
Virginia
$8.83K – – –
GT
505
Glenmede Trust
Pennsylvania
$7.79K +$7.79K +75 New
HDIM
506
Hanson & Doremus Investment Management
Vermont
$6K – – –
TIM
507
Tortoise Investment Management
New York
$4.67K – – –
KFS
508
Kelly Financial Services
Massachusetts
$4.61K +$733 +7 +19%
HCP
509
Hexagon Capital Partners
Arkansas
$4.15K – – –
MIM
510
Macroview Investment Management
Maryland
$4.1K – – –
AW
511
Avion Wealth
Texas
$4K +$4K +39 New
WIA
512
Wetzel Investment Advisors
Indiana
$3.73K – – –
ADL
513
Asset Dedication LLC
California
$3.43K -$1.25K -12 -27%
PPWM
514
PFG Private Wealth Management
Florida
$2.8K – – –
FFA
515
Frazier Financial Advisors
Ohio
$2.29K +$2.29K +22 New
TAM
516
Tucker Asset Management
Colorado
$2.08K +$2.08K +20 New
BTI
517
Blue Trust Inc
Georgia
$1.31K – – –
LNC
518
Lincoln National Corp
Pennsylvania
– -$6.85M -67,939 Closed
GAA
519
Global Assets Advisory
Florida
– -$320K -32,243 Closed
Citadel Advisors
520
Citadel Advisors
Florida
– -$2.92M -28,943 Closed
PBF
521
Petix & Botte Financial
California
– -$2.02M -20,050 Closed
ITB
522
Idaho Trust Bank
Idaho
– -$1.49M -14,733 Closed
Millennium Management
523
Millennium Management
New York
– -$1.02M -10,102 Closed
FTUS
524
Flow Traders U.S.
New York
– -$690K -6,847 Closed
PFS
525
Prospera Financial Services
Texas
– -$446K -4,421 Closed
18 19 20
21
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