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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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

Top Buyers

1
IAS
1
IMA Advisory Services
Colorado
$93.7M
2
EP
2
Essential Planning
New Hampshire
$26.1M
3
LPL Financial
3
LPL Financial
California
$111M
4
Bank of America
4
Bank of America
North Carolina
$186M
5
TAM
5
Trillium Asset Management
Massachusetts
$16.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$223M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$153M
3
Morgan Stanley
3
Morgan Stanley
New York
$524M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$62.5M
5
Ameriprise
5
Ameriprise
Minnesota
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
526
WealthTrak Capital Management
Virginia
$35.9K +$35.9K +326 New
AIC
527
Archer Investment Corporation
Indiana
$33.5K – – –
CAWM
528
Capital A Wealth Management
Pennsylvania
$33.3K +$33.3K +302 New
LFG
529
Larson Financial Group
Missouri
$30.2K +$110 +1 +0.4%
CTC
530
Central Trust Company
Missouri
$28K -$3.97K -36 -12%
EBA
531
Eagle Bay Advisors
New York
$27.1K – – –
HCM
532
Hollencrest Capital Management
California
$24.5K – – –
PA
533
PSI Advisors
Florida
$23.8K +$110 +1 +0.5%
CWM
534
Copia Wealth Management
Oregon
$23.2K +$23.2K +210 New
Russell Investments Group
535
Russell Investments Group
United Kingdom
$20.8K -$331 -3 -2%
PWA
536
Physician Wealth Advisors
Utah
$20.2K +$20.2K +183 New
HWA
537
Heritage Wealth Advisors
Virginia
$19.8K – – –
GFPC
538
Global Financial Private Client
Florida
$19.1K -$772 -7 -4%
HDIM
539
Hanson & Doremus Investment Management
Vermont
$19K +$12.9K +116 +211%
FFA
540
Fairfield Financial Advisors
Massachusetts
$17.6K -$4.41K -40 -20%
KSB
541
Kennebec Savings Bank
Maine
$17.6K – – –
CFO
542
CVA Family Office
Colorado
$17.4K – – –
LJHT
543
Laurie J. Hall Trustee
$17K -$11.3K -100 -40%
S
544
SignatureFD
Georgia
$16.8K +$16.8K +152 New
EWP
545
Elevation Wealth Partners
California
$16.5K – – –
BA
546
Ballast Advisors
Minnesota
$15.1K – – –
EWM
547
Evermay Wealth Management
Virginia
$14.3K – – –
MIFH
548
Migdal Insurance & Financial Holdings
Israel
$14K – – –
JFG
549
JDM Financial Group
Texas
$12.8K +$12.8K +116 New
FCMT
550
Founders Capital Management (Texas)
Texas
$9.81K – – –
20 21
22
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