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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 %
SHJ
101
Sharkey, Howes & Javer
Colorado
$3.11M 30,897 -1,146 -4%
P
102
Pitcairn
Pennsylvania
$3.06M 30,343 +1,019 +3%
SFP
103
Shepherd Financial Partners
Massachusetts
$3.02M 30,002 -308 -1%
KeyBank National Association
104
KeyBank National Association
Ohio
$3M 29,796 -841 -3%
Lido Advisors
105
Lido Advisors
California
$2.99M 29,628 -785 -3%
Citadel Advisors
106
Citadel Advisors
Florida
$2.92M 28,943 -14,662 -34%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$2.88M 28,587 +296 +1%
CAM
108
Cresset Asset Management
Illinois
$2.86M 28,376 +379 +1%
RJT
109
Raymond James Trust
Florida
$2.83M 28,039 -43 -0.2%
BSB
110
Bangor Savings Bank
Maine
$2.82M 27,992 -206 -0.7%
PA
111
PFG Advisors
Arizona
$2.8M 27,757 -590 -2%
IWC
112
Integrated Wealth Concepts
Massachusetts
$2.71M 26,914 +568 +2%
SPIA
113
Steward Partners Investment Advisory
New York
$2.62M 26,023 -918 -3%
BP
114
BBR Partners
New York
$2.58M 25,635 +3,253 +15%
IFWM
115
Institute for Wealth Management
Colorado
$2.58M 25,615 +380 +2%
PCM
116
Pennsylvania Capital Management
Pennsylvania
$2.57M 25,492 -18,980 -43%
WCM
117
Wealthcare Capital Management
Virginia
$2.57M 25,453 -1,578 -6%
FI
118
Financial Insights
Washington
$2.56M 25,372 -95 -0.4%
CWM
119
Cornerstone Wealth Management
Missouri
$2.54M 25,231 +241 +1%
PWLP
120
Prio Wealth Limited Partnership
Massachusetts
$2.54M 25,160 -1,220 -5%
LJAC
121
L.J. Altfest & Co
New York
$2.53M 25,113 +1,671 +7%
AF
122
Allworth Financial
California
$2.53M 25,065 -532 -2%
KAS
123
Kestra Advisory Services
Texas
$2.4M 23,801 +3,353 +16%
AAS
124
Avantax Advisory Services
Texas
$2.35M 23,283 +384 +2%
JMFC
125
J.M. Forbes & Co
Massachusetts
$2.34M 23,185 -1,992 -8%
3 4
5
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