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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 %
Stifel Financial
76
Stifel Financial
Missouri
$4.19M 40,348 +130 +0.3%
OCM
77
One Capital Management
California
$4.16M 40,039 +719 +2%
PWM
78
Perigon Wealth Management
California
$4.14M 39,887 +7,482 +23%
A
79
Allianz
Germany
$4.14M 39,878 +4,719 +13%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$4.13M 39,757 +11,170 +39%
LWP
81
Laurel Wealth Planning
Minnesota
$4.11M 39,608 -1,126 -3%
WANY
82
Wealthspire Advisors (New York)
New York
$4.09M 39,343 +1,626 +4%
AssetMark Inc
83
AssetMark Inc
California
$4.08M 39,304 +2,014 +5%
UB
84
Umpqua Bank
Oregon
$4.08M 39,246 -1,090 -3%
AI
85
Accredited Investors
Minnesota
$4.06M 39,050 +651 +2%
CWM
86
Cranbrook Wealth Management
Michigan
$3.91M 37,668 – –
DJSG
87
D.J. St. Germain
Massachusetts
$3.9M 37,581 +3,786 +11%
HGWM
88
Horst & Graben Wealth Management
Oregon
$3.73M 35,956 +18 +0.1%
NCM
89
Neumann Capital Management
California
$3.69M 35,498 +530 +2%
EH
90
Equitable Holdings
New York
$3.68M 35,449 +31 +0.1%
BP
91
BBR Partners
New York
$3.62M 34,870 +9,235 +36%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$3.56M 34,306 +815 +2%
SA
93
Sanctuary Advisors
Indiana
$3.53M 36,109 +36,109 New
MFA
94
McClarren Financial Advisors
Pennsylvania
$3.5M 519 -30,724 -98%
B
95
Bailard
California
$3.5M 33,678 -295 -0.9%
RJA
96
Raymond James & Associates
Florida
$3.39M 32,634 -224 -0.7%
SCA
97
Snowden Capital Advisors
New York
$3.32M 31,944 -397 -1%
Franklin Resources
98
Franklin Resources
California
$3.31M 31,891 – –
Lido Advisors
99
Lido Advisors
California
$3.26M 31,357 +1,729 +6%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$3.18M 30,637 -808 -3%
2 3
4
5 6