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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 %
JIP
526
Jaffetilchin Investment Partners
Florida
$7.25K +$7.25K +67 New
HDIM
527
Hanson & Doremus Investment Management
Vermont
$6K – – –
TIM
528
Tortoise Investment Management
New York
$4.9K – – –
HCP
529
Hexagon Capital Partners
Arkansas
$4.35K – – –
MIM
530
Macroview Investment Management
Maryland
$4.31K +$108 +1 +3%
PPWM
531
PFG Private Wealth Management
Florida
$4.26K +$1.31K +12 +44%
ADL
532
Asset Dedication LLC
California
$3.59K – – –
RCM
533
Raleigh Capital Management
North Carolina
$3.17K +$3.17K +29 New
FFA
534
Frazier Financial Advisors
Ohio
$2.4K – – –
TAM
535
Tucker Asset Management
Colorado
$2.18K – – –
AWM
536
Abound Wealth Management
Tennessee
$110 +$110 +1 New
SW
537
SVB Wealth
Massachusetts
– -$1.94M -18,693 Closed
1832 Asset Management
538
1832 Asset Management
Ontario, Canada
– -$1.81M -17,445 Closed
T
539
TCWP
Ohio
– -$1.36M -13,098 Closed
OWMIAS
540
One Wealth Management Investment & Advisory Services
Florida
– -$764K -7,356 Closed
GA
541
Geller Advisors
New York
– -$491K -4,724 Closed
EI
542
Ethic Inc
New York
– -$371K -3,574 Closed
PG
543
Prostatis Group
Maryland
– -$360K -3,464 Closed
CIBC World Market
544
CIBC World Market
Ontario, Canada
– -$225K -2,166 Closed
FPW
545
Flagship Private Wealth
Massachusetts
– -$218K -2,101 Closed
HFA
546
High Falls Advisors
New York
– -$200K -1,928 Closed
WFS
547
Widmann Financial Services
Maryland
– -$138K -1,330 Closed
GLR
548
Great Lakes Retirement
Ohio
– -$22.6K -218 Closed
RIA
549
Realta Investment Advisors
Delaware
– -$10.8K -104 Closed
IAIM
550
International Assets Investment Management
Florida
– -$9.66K -93 Closed
19 20 21
22
23