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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 %
SCM
51
SCS Capital Management
Massachusetts
$7.04M 68,769 +68,769 New
Comerica Bank
52
Comerica Bank
Texas
$6.94M 67,722 -4,432 -6%
FTWA
53
Fifth Third Wealth Advisors
Ohio
$6.87M 67,086 – –
CL
54
Choreo LLC
Illinois
$6.7M 65,381 -4,798 -7%
SPIA
55
Strategic Point Investment Advisors
Rhode Island
$6.52M 63,671 -490 -0.8%
Corient Private Wealth
56
Corient Private Wealth
Florida
$6.14M 59,961 -778 -1%
PWM
57
Perigon Wealth Management
California
$6.13M 59,867 -4,940 -8%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$6.04M 58,998 -963 -2%
JFGIW
59
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.82M 56,831 +2,268 +4%
BC
60
Brio Consultants
California
$5.69M 55,516 -177 -0.3%
HL
61
HeadInvest LLC
Maine
$5.35M 52,244 +2,649 +5%
DL
62
DOHJ LLC
Washington
$5.12M 49,998 +115 +0.2%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$5.12M 49,997 +42,730 +588%
GI
64
Gradient Investments
Minnesota
$5.08M 49,618 -2,426 -5%
Focus Partners Wealth
65
Focus Partners Wealth
Massachusetts
$5.03M 49,121 -19,176 -28%
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$4.94M 48,223 +6,281 +15%
DJSG
67
D.J. St. Germain
Massachusetts
$4.94M 48,213 +6,034 +14%
Kovitz Investment Group Partners
68
Kovitz Investment Group Partners
Illinois
$4.76M 46,509 -1,203 -3%
AssetMark Inc
69
AssetMark Inc
California
$4.56M 44,504 +2,188 +5%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$4.48M 43,777 +1,404 +3%
OWA
71
One Wealth Advisors
California
$4.48M 43,722 -3,395 -7%
UB
72
Umpqua Bank
Oregon
$4.36M 42,541 +105 +0.2%
Stifel Financial
73
Stifel Financial
Missouri
$4.31M 42,089 -14,644 -26%
A
74
Allianz
Germany
$4.29M 41,900 +4,165 +11%
SAG
75
SageView Advisory Group
California
$4.29M 41,880 -20,833 -33%
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