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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 %
LWP
76
Laurel Wealth Planning
Minnesota
$4.11M 40,734 -519 -1%
FAFN
77
First Affirmative Financial Network
Colorado
$4.1M 40,635 -8,183 -17%
UB
78
Umpqua Bank
Oregon
$4.07M 40,336 +40,336 New
Stifel Financial
79
Stifel Financial
Missouri
$4.05M 40,218 -10,085 -20%
OCM
80
One Capital Management
California
$3.96M 39,320 +690 +2%
AI
81
Accredited Investors
Minnesota
$3.87M 38,399 -2,837 -7%
WANY
82
Wealthspire Advisors (New York)
New York
$3.8M 37,717 -1,820 -5%
CWM
83
Cranbrook Wealth Management
Michigan
$3.8M 37,668 -158 -0.4%
AssetMark Inc
84
AssetMark Inc
California
$3.76M 37,290 +1,376 +4%
HGWM
85
Horst & Graben Wealth Management
Oregon
$3.62M 35,938 +2,561 +8%
EH
86
Equitable Holdings
New York
$3.57M 35,418 -1,586 -4%
A
87
Allianz
Germany
$3.54M 35,159 +35,159 New
Northern Trust
88
Northern Trust
Illinois
$3.53M 35,003 -3,323 -9%
NCM
89
Neumann Capital Management
California
$3.53M 34,968 +1,765 +5%
B
90
Bailard
California
$3.42M 33,973 -466 -1%
DJSG
91
D.J. St. Germain
Massachusetts
$3.41M 33,795 +924 +3%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$3.38M 33,491 +871 +3%
RJA
93
Raymond James & Associates
Florida
$3.31M 32,858 -4,148 -11%
PWM
94
Perigon Wealth Management
California
$3.27M 32,405 +17,333 +115%
SCA
95
Snowden Capital Advisors
New York
$3.26M 32,341 +129 +0.4%
CA
96
Cetera Advisors
Colorado
$3.25M 32,246 +14,069 +77%
CCA
97
Childress Capital Advisors
Texas
$3.25M 31,671 +2,591 +9%
Franklin Resources
98
Franklin Resources
California
$3.21M 31,891 – –
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$3.17M 31,445 -1,799 -5%
MFA
100
McClarren Financial Advisors
Pennsylvania
$3.15M 31,243 +77 +0.2%
2 3
4
5 6