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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

535 hedge funds and large institutions have $2.83B invested in iShares MSCI KLD 400 Social ETF in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 131 increasing their positions, 229 reducing their positions, and 20 closing their positions.

Holders
535
Holders Change
+19
Holders Change %
+3.68%
% of All Funds
7.74%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
44
Increased
131
Reduced
229
Closed
20
Calls
$326K
Puts
$87K
Net Calls
+$239K
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$42.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$530M
3
EAM
3
Erste Asset Management
Austria
$4.11M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$13.7M
5
FAFN
5
First Affirmative Financial Network
Colorado
$7.55M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$238M
2
S
2
Syntrinsic
Colorado
$69.9M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$67.2M
4
Bank of America
4
Bank of America
North Carolina
$170M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$4.46M
Name Market Value Shares Shares
Change 		Shares
Change %
Comerica Bank
51
Comerica Bank
Texas
$7.32M 67,288 -1,875 -3%
SPIA
52
Strategic Point Investment Advisors
Rhode Island
$6.98M 64,115 -295 -0.5%
SAG
53
SageView Advisory Group
California
$6.92M 63,648 -3,819 -6%
Corient Private Wealth
54
Corient Private Wealth
Florida
$6.87M 63,170 +2,902 +5%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$6.53M 60,183 +1,737 +3%
FTWA
56
Fifth Third Wealth Advisors
Ohio
$6.34M 58,234 +6,625 +13%
CAM
57
Cresset Asset Management
Illinois
$6.13M 56,374 – –
JFGIW
58
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.79M 53,226 -1,596 -3%
PWM
59
Perigon Wealth Management
California
$5.74M 52,756 +12,869 +32%
GI
60
Gradient Investments
Minnesota
$5.64M 51,839 -794 -2%
BC
61
Brio Consultants
California
$5.62M 51,700 +1,162 +2%
OWA
62
One Wealth Advisors
California
$5.55M 51,032 -7,007 -12%
SWA
63
SOA Wealth Advisors
New York
$5.49M 50,481 -1,551 -3%
DL
64
DOHJ LLC
Washington
$5.35M 49,732 +1,939 +4%
IWC
65
Integrated Wealth Concepts
Massachusetts
$4.97M 45,692 +18,392 +67%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$4.79M 44,020 -3,201 -7%
UCFA
67
United Capital Financial Advisors
Texas
$4.75M 43,681 -3,840 -8%
HL
68
HeadInvest LLC
Maine
$4.72M 43,367 +359 +0.8%
AssetMark Inc
69
AssetMark Inc
California
$4.56M 41,872 +2,568 +7%
Stifel Financial
70
Stifel Financial
Missouri
$4.54M 41,732 +1,384 +3%
FHA
71
First Horizon Advisors
Tennessee
$4.48M 41,206 -43,212 -51%
Focus Partners Wealth
72
Focus Partners Wealth
Massachusetts
$4.46M 41,018 -60,886 -60%
LGWM
73
Litman Gregory Wealth Management
California
$4.43M 40,748 -5,092 -11%
OCM
74
One Capital Management
California
$4.38M 40,286 +247 +0.6%
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$4.38M 40,234 -4,466 -10%
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