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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

503 hedge funds and large institutions have $2.66B invested in iShares MSCI KLD 400 Social ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 148 increasing their positions, 198 reducing their positions, and 22 closing their positions.

Holders
503
Holders Change
+11
Holders Change %
+2.24%
% of All Funds
7.29%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
46
Increased
148
Reduced
198
Closed
22
Calls
$302K
Puts
$40K
Net Calls
+$262K
Net Calls Change
-$11K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$15.3M
2
Mariner
2
Mariner
Kansas
$30.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$34.2M
4
FTWA
4
Fifth Third Wealth Advisors
Ohio
$5.17M
5
LPL Financial
5
LPL Financial
California
$82.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$459M
2
Bank of America
2
Bank of America
North Carolina
$158M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$96.6M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.3M
5
TAM
5
Trillium Asset Management
Massachusetts
$5.39M
Name Market Value Shares Shares
Change 		Shares
Change %
LNC
51
Lincoln National Corp
Pennsylvania
$6.85M 67,939 +2,012 +3%
SPIA
52
Strategic Point Investment Advisors
Rhode Island
$6.52M 64,690 -1,505 -2%
Corient Private Wealth
53
Corient Private Wealth
Florida
$6.07M 60,186 -148 -0.2%
OWA
54
One Wealth Advisors
California
$6.05M 59,994 -885 -1%
SWA
55
SOA Wealth Advisors
New York
$6.03M 59,845 -1,348 -2%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$5.98M 59,228 -496 -0.8%
JFGIW
57
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.7M 56,581 -1,158 -2%
TAM
58
Trillium Asset Management
Massachusetts
$5.39M 53,496 -118,370 -69%
GI
59
Gradient Investments
Minnesota
$5.25M 52,071 +1,280 +3%
FTWA
60
Fifth Third Wealth Advisors
Ohio
$5.17M 51,315 +47,815 +1,366%
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$4.97M 49,338 +12,459 +34%
CAN
62
Cetera Advisor Networks
California
$4.86M 48,236 -1,807 -4%
DL
63
DOHJ LLC
Washington
$4.81M 47,751 -4,717 -9%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$4.78M 47,407 +2,309 +5%
BC
65
Brio Consultants
California
$4.74M 46,987 -2,225 -5%
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$4.69M 46,524 +1,456 +3%
SWPG
67
Strategic Wealth Partners Group
Illinois
$4.61M 45,700 -2,002 -4%
LGWM
68
Litman Gregory Wealth Management
California
$4.52M 44,813 – –
BCI
69
Brinker Capital Investments
Pennsylvania
$4.4M 43,666 -3,630 -8%
OPS
70
Orion Portfolio Solutions
Nebraska
$4.4M 43,666 -3,630 -8%
UCFA
71
United Capital Financial Advisors
Texas
$4.31M 42,778 -2,262 -5%
BBNA
72
Bremer Bank National Association
Minnesota
$4.27M 42,368 +22,807 +117%
William Blair & Company
73
William Blair & Company
Illinois
$4.2M 41,628 -1,622 -4%
HL
74
HeadInvest LLC
Maine
$4.19M 41,593 +681 +2%
GC
75
Gibson Capital
Pennsylvania
$4.12M 40,874 -1,000 -2%
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