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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 %
GT
551
Glenmede Trust
Pennsylvania
$8.27K – – –
SWM
552
Sugarloaf Wealth Management
Georgia
$7.94K -$206K -1,865 -96%
TFA
553
Toth Financial Advisory
Virginia
$5.51K -$2.21K -20 -29%
ACA
554
American Capital Advisory
Idaho
$5.07K +$5.07K +46 New
TIM
555
Tortoise Investment Management
New York
$4.96K – – –
HCP
556
Hexagon Capital Partners
Arkansas
$4.41K – – –
PPWM
557
PFG Private Wealth Management
Florida
$4.33K – – –
ADL
558
Asset Dedication LLC
California
$3.64K – – –
DRP
559
Decker Retirement Planning
Utah
$2.65K +$2.65K +24 New
FFA
560
Frazier Financial Advisors
Ohio
$2.45K – – –
TAM
561
Tucker Asset Management
Colorado
$2.21K – – –
TFGT
562
TS Financial Group (TSFG)
Illinois
$1K +$1K +6 New
WA
563
Win Advisors
Florida
– -$2.76M -25,409 Closed
MFA
564
McClarren Financial Advisors
Pennsylvania
– -$263K -21,443 Closed
Prudential Financial
565
Prudential Financial
New Jersey
– -$2.29M -21,028 Closed
MIA
566
MainStreet Investment Advisors
Illinois
– -$1.53M -14,078 Closed
MYIA
567
Mount Yale Investment Advisors
Colorado
– -$585K -5,376 Closed
BRWA
568
B. Riley Wealth Advisors
Florida
– -$560K -5,171 Closed
Marshall Wace
569
Marshall Wace
United Kingdom
– -$345K -3,171 Closed
TCA
570
Transcend Capital Advisors
New Jersey
– -$277K -2,547 Closed
Millennium Management
571
Millennium Management
New York
– -$263K -2,415 Closed
TWA
572
Talisman Wealth Advisors
New Jersey
– -$234K -2,151 Closed
SG
573
StoneX Group
New York
– -$233K -2,145 Closed
CAAS
574
Capital Asset Advisory Services
Michigan
– -$225K -2,076 Closed
SW
575
Simplicity Wealth
New Jersey
– -$220K -2,022 Closed
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