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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

540 hedge funds and large institutions have $2.52B invested in iShares MSCI KLD 400 Social ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 180 increasing their positions, 211 reducing their positions, and 41 closing their positions.

Holders
540
Holders Change
-21
Holders Change %
-3.74%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
30
Increased
180
Reduced
211
Closed
41
Calls
$102K
Puts
$164K
Net Calls
-$62K
Net Calls Change
-$228K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$114M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$28M
3
SCM
3
SCS Capital Management
Massachusetts
$7.04M
4
Ameriprise
4
Ameriprise
Minnesota
$101M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.12M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$400M
2
IAS
2
IMA Advisory Services
Colorado
$42.5M
3
Bank of America
3
Bank of America
North Carolina
$148M
4
EP
4
Essential Planning
New Hampshire
$359K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$127M
Name Market Value Shares Shares
Change 		Shares
Change %
EBA
576
Eagle Bay Advisors
New York
– – -246 Closed
PA
577
PSI Advisors
Florida
– – -217 Closed
FFA
578
Fairfield Financial Advisors
Massachusetts
– – -160 Closed
LJHT
579
Laurie J. Hall Trustee
– – -150 Closed
JFG
580
JDM Financial Group
Texas
– – -116 Closed
TFA
581
Toth Financial Advisory
Virginia
– – -50 Closed
FFA
582
Frazier Financial Advisors
Ohio
– – -22 Closed
20 21 22 23
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