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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
US Bancorp
Minnesota
$42.4M
2
Morgan Stanley
Morgan Stanley
New York
$530M
3
EAM
Erste Asset Management
Austria
$4.11M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$13.7M
5
FAFN
First Affirmative Financial Network
Colorado
$7.55M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$238M
2
S
Syntrinsic
Colorado
$69.9M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$67.2M
4
Bank of America
Bank of America
North Carolina
$170M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$4.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
501
Baldwin Wealth Partners
Massachusetts
$43.5K – – –
TRCT
502
Tower Research Capital (TRC)
New York
$41.9K -$302K -2,779 -88%
QCG
503
Quadrant Capital Group
Ohio
$41.3K – – –
AIC
504
Archer Investment Corporation
Indiana
$33.1K – – –
CTC
505
Central Trust Company
Missouri
$31.6K – – –
LFG
506
Larson Financial Group
Missouri
$29.7K – – –
LJHT
507
Laurie J. Hall Trustee
$27K -$10.8K -100 -29%
EBA
508
Eagle Bay Advisors
New York
$26.8K – – –
HCM
509
Hollencrest Capital Management
California
$24.2K – – –
PA
510
PSI Advisors
Florida
$23.5K – – –
FFA
511
Fairfield Financial Advisors
Massachusetts
$21.8K – – –
Russell Investments Group
512
Russell Investments Group
United Kingdom
$20.9K +$20.9K +192 New
GFPC
513
Global Financial Private Client
Florida
$19.6K -$3.05K -28 -13%
HWA
514
Heritage Wealth Advisors
Virginia
$19.6K – – –
KSB
515
Kennebec Savings Bank
Maine
$17.5K +$17.5K +161 New
CFO
516
CVA Family Office
Colorado
$17.2K – – –
EWP
517
Elevation Wealth Partners
California
$16.3K – – –
BA
518
Ballast Advisors
Minnesota
$14.9K – – –
EWM
519
Evermay Wealth Management
Virginia
$14.1K – – –
MIFH
520
Migdal Insurance & Financial Holdings
Israel
$14K -$12.3K -110 -47%
Harris Associates
521
Harris Associates
Illinois
$12.8K +$12.8K +118 New
FCA
522
FinTrust Capital Advisors
South Carolina
$11.3K – – –
FCMT
523
Founders Capital Management (Texas)
Texas
$9.68K – – –
GT
524
Glenmede Trust
Pennsylvania
$8.16K – – –
TFA
525
Toth Financial Advisory
Virginia
$7.62K -$1.63K -15 -18%
19 20
21
22 23