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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 %
TRCT
76
Tower Research Capital (TRC)
New York
$4.42M 40,113 +39,728 +10,319%
OCM
77
One Capital Management
California
$4.41M 39,980 -306 -0.8%
UCFA
78
United Capital Financial Advisors
Texas
$4.39M 39,799 -3,882 -9%
LWP
79
Laurel Wealth Planning
Minnesota
$4.19M 38,021 -729 -2%
A
80
Allianz
Germany
$4.16M 37,735 -1,692 -4%
CWM
81
Cranbrook Wealth Management
Michigan
$4.07M 36,954 -501 -1%
OPS
82
Orion Portfolio Solutions
Nebraska
$4.05M 36,771 +1,732 +5%
BCI
83
Brinker Capital Investments
Pennsylvania
$4.05M 36,771 +1,732 +5%
WANY
84
Wealthspire Advisors (New York)
New York
$4.02M 36,467 -1,742 -5%
AI
85
Accredited Investors
Minnesota
$3.97M 35,964 -1,870 -5%
NCM
86
Neumann Capital Management
California
$3.96M 35,898 -950 -3%
MP
87
Moment Partners
California
$3.88M 35,192 +35,192 New
B
88
Bailard
California
$3.8M 34,447 +804 +2%
CCA
89
Childress Capital Advisors
Texas
$3.74M 33,930 – –
FHA
90
First Horizon Advisors
Tennessee
$3.73M 33,818 -7,388 -18%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$3.68M 33,369 -1,566 -4%
HGWM
92
Horst & Graben Wealth Management
Oregon
$3.67M 33,294 +177 +0.5%
BP
93
BBR Partners
New York
$3.57M 32,339 +25 +0.1%
BlackRock
94
BlackRock
New York
$3.53M 32,010 +13,592 +74%
Franklin Resources
95
Franklin Resources
California
$3.52M 31,891 – –
IWC
96
Integrated Wealth Concepts
Massachusetts
$3.5M 31,736 -13,956 -31%
Lido Advisors
97
Lido Advisors
California
$3.31M 30,063 -163 -0.5%
P
98
Pitcairn
Pennsylvania
$3.31M 30,059 -300 -1%
IFWM
99
Institute for Wealth Management
Colorado
$3.31M 30,032 +1,795 +6%
EH
100
Equitable Holdings
New York
$3.3M 29,959 -1,523 -5%
2 3
4
5 6