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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 %
A
76
Allianz
Germany
$4.29M 39,427 -451 -1%
UB
77
Umpqua Bank
Oregon
$4.27M 39,266 +20 +0.1%
LWP
78
Laurel Wealth Planning
Minnesota
$4.22M 38,750 -858 -2%
WANY
79
Wealthspire Advisors (New York)
New York
$4.16M 38,209 -1,134 -3%
AI
80
Accredited Investors
Minnesota
$4.12M 37,834 -1,216 -3%
EAM
81
Erste Asset Management
Austria
$4.11M 37,755 +37,755 New
CWM
82
Cranbrook Wealth Management
Michigan
$4.07M 37,455 -213 -0.6%
DJSG
83
D.J. St. Germain
Massachusetts
$4.05M 37,235 -346 -0.9%
NCM
84
Neumann Capital Management
California
$4.01M 36,848 +1,350 +4%
BCI
85
Brinker Capital Investments
Pennsylvania
$3.81M 35,039 -5,313 -13%
OPS
86
Orion Portfolio Solutions
Nebraska
$3.81M 35,039 -5,313 -13%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$3.8M 34,935 +629 +2%
RJA
88
Raymond James & Associates
Florida
$3.71M 34,122 +1,488 +5%
CCA
89
Childress Capital Advisors
Texas
$3.69M 33,930 +4,850 +17%
B
90
Bailard
California
$3.66M 33,643 -35 -0.1%
HGWM
91
Horst & Graben Wealth Management
Oregon
$3.6M 33,117 -2,839 -8%
Franklin Resources
92
Franklin Resources
California
$3.52M 31,891 – –
BP
93
BBR Partners
New York
$3.52M 32,314 -2,556 -7%
EH
94
Equitable Holdings
New York
$3.42M 31,482 -3,967 -11%
SA
95
Sanctuary Advisors
Indiana
$3.42M 30,116 -5,993 -17%
SCA
96
Snowden Capital Advisors
New York
$3.34M 30,663 -1,281 -4%
P
97
Pitcairn
Pennsylvania
$3.3M 30,359 -82 -0.3%
Lido Advisors
98
Lido Advisors
California
$3.29M 30,226 -1,131 -4%
MPWT
99
MassMutual Private Wealth & Trust
Connecticut
$3.27M 30,059 +16,198 +117%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$3.23M 29,654 -983 -3%
2 3
4
5 6