DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

516 hedge funds and large institutions have $2.76B invested in iShares MSCI KLD 400 Social ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 168 reducing their positions, and 26 closing their positions.

Holders
516
Holders Change
+13
Holders Change %
+2.58%
% of All Funds
7.51%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
49
Increased
180
Reduced
168
Closed
26
Calls
$312K
Puts
$73K
Net Calls
+$239K
Net Calls Change
-$23K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$495M
2
SAG
2
SageView Advisory Group
California
$7.01M
3
Bank of America
3
Bank of America
North Carolina
$170M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$10.6M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$4.68M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$3.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$161M
3
Goldman Sachs
3
Goldman Sachs
New York
$27.7M
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
Betterment LLC
5
Betterment LLC
New York
$46.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CL
51
Choreo LLC
Illinois
$7.48M 71,949 +19 +0%
Comerica Bank
52
Comerica Bank
Texas
$7.18M 69,163 +60 +0.1%
SAG
53
SageView Advisory Group
California
$7.01M 67,467 +67,467 New
SPIA
54
Strategic Point Investment Advisors
Rhode Island
$6.69M 64,410 -280 -0.4%
Corient Private Wealth
55
Corient Private Wealth
Florida
$6.26M 60,268 +82 +0.1%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$6.11M 58,446 -782 -1%
CAM
57
Cresset Asset Management
Illinois
$5.85M 56,374 +27,998 +99%
OWA
58
One Wealth Advisors
California
$5.83M 58,039 -1,955 -3%
JFGIW
59
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.69M 54,822 -1,759 -3%
GI
60
Gradient Investments
Minnesota
$5.47M 52,633 +562 +1%
SWA
61
SOA Wealth Advisors
New York
$5.4M 52,032 -7,813 -13%
FTWA
62
Fifth Third Wealth Advisors
Ohio
$5.36M 51,609 +294 +0.6%
BC
63
Brio Consultants
California
$5.25M 50,538 +3,551 +8%
DL
64
DOHJ LLC
Washington
$4.96M 47,793 +42 +0.1%
UCFA
65
United Capital Financial Advisors
Texas
$4.94M 47,521 +4,743 +11%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$4.9M 47,221 -186 -0.4%
LGWM
67
Litman Gregory Wealth Management
California
$4.76M 45,840 +1,027 +2%
Kovitz Investment Group Partners
68
Kovitz Investment Group Partners
Illinois
$4.68M 45,097 +45,097 New
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$4.64M 44,700 -1,824 -4%
William Blair & Company
70
William Blair & Company
Illinois
$4.55M 43,778 +2,150 +5%
HL
71
HeadInvest LLC
Maine
$4.47M 43,008 +1,415 +3%
BBNA
72
Bremer Bank National Association
Minnesota
$4.26M 41,054 -1,314 -3%
FAFN
73
First Affirmative Financial Network
Colorado
$4.23M 40,768 +133 +0.3%
BCI
74
Brinker Capital Investments
Pennsylvania
$4.19M 40,352 -3,314 -8%
OPS
75
Orion Portfolio Solutions
Nebraska
$4.19M 40,352 -3,314 -8%
1 2
3
4 5