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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.

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
Raymond James Financial
3
Raymond James Financial
Florida
$21M
4
LPL Financial
4
LPL Financial
California
$111M
5
Bank of America
5
Bank of America
North Carolina
$186M

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 Market Value Shares Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$7.74M 70,218 -6,793 -9%
CL
52
Choreo LLC
Illinois
$7.74M 70,179 -1,671 -2%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$7.53M 68,297 +27,279 +67%
FTWA
54
Fifth Third Wealth Advisors
Ohio
$7.4M 67,086 +8,852 +15%
PWM
55
Perigon Wealth Management
California
$7.23M 64,807 +12,051 +23%
SPIA
56
Strategic Point Investment Advisors
Rhode Island
$7.07M 64,161 +46 +0.1%
FAFN
57
First Affirmative Financial Network
Colorado
$6.95M 63,064 -6,318 -9%
SAG
58
SageView Advisory Group
California
$6.91M 62,713 -935 -1%
Corient Private Wealth
59
Corient Private Wealth
Florida
$6.7M 60,739 -2,431 -4%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$6.61M 59,961 -222 -0.4%
Stifel Financial
61
Stifel Financial
Missouri
$6.25M 56,733 +15,001 +36%
BC
62
Brio Consultants
California
$6.14M 55,693 +3,993 +8%
JFGIW
63
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.11M 54,563 +1,337 +3%
GI
64
Gradient Investments
Minnesota
$5.74M 52,044 +205 +0.4%
DL
65
DOHJ LLC
Washington
$5.5M 49,883 +151 +0.3%
HL
66
HeadInvest LLC
Maine
$5.47M 49,595 +6,228 +14%
SWA
67
SOA Wealth Advisors
New York
$5.41M 49,115 -1,366 -3%
Kovitz Investment Group Partners
68
Kovitz Investment Group Partners
Illinois
$5.26M 47,712 +904 +2%
OWA
69
One Wealth Advisors
California
$5.19M 47,117 -3,915 -8%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$4.67M 42,373 -1,647 -4%
AssetMark Inc
71
AssetMark Inc
California
$4.67M 42,316 +444 +1%
DJSG
72
D.J. St. Germain
Massachusetts
$4.65M 42,179 +4,944 +13%
UB
73
Umpqua Bank
Oregon
$4.65M 42,436 +3,170 +8%
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$4.62M 41,942 +1,708 +4%
LGWM
75
Litman Gregory Wealth Management
California
$4.44M 40,236 -512 -1%
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