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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 %
P
101
Pitcairn
Pennsylvania
$3.16M 30,441 +98 +0.3%
SHJ
102
Sharkey, Howes & Javer
Colorado
$3.14M 30,241 -656 -2%
KeyBank National Association
103
KeyBank National Association
Ohio
$3.05M 29,358 -438 -1%
CCA
104
Childress Capital Advisors
Texas
$3.02M 29,080 -2,591 -8%
SFP
105
Shepherd Financial Partners
Massachusetts
$2.97M 28,646 -1,356 -5%
RJT
106
Raymond James Trust
Florida
$2.92M 28,139 +100 +0.4%
BSB
107
Bangor Savings Bank
Maine
$2.88M 27,747 -245 -0.9%
SPIA
108
Steward Partners Investment Advisory
New York
$2.84M 27,342 +1,319 +5%
GC
109
Gibson Capital
Pennsylvania
$2.84M 27,323 -13,551 -33%
IWC
110
Integrated Wealth Concepts
Massachusetts
$2.84M 27,300 +386 +1%
CP
111
Creekside Partners
California
$2.79M 26,851 +26,851 New
PA
112
PFG Advisors
Arizona
$2.79M 26,821 -936 -3%
IFWM
113
Institute for Wealth Management
Colorado
$2.77M 26,643 +1,028 +4%
FSA
114
Financial Services Advisory
Maryland
$2.66M 25,630 +2,494 +11%
PCM
115
Pennsylvania Capital Management
Pennsylvania
$2.66M 25,570 +78 +0.3%
CWM
116
Cornerstone Wealth Management
Missouri
$2.63M 25,284 +53 +0.2%
WCM
117
Wealthcare Capital Management
Virginia
$2.6M 24,988 -465 -2%
AF
118
Allworth Financial
California
$2.59M 24,809 -256 -1%
FI
119
Financial Insights
Washington
$2.58M 24,812 -560 -2%
AAS
120
Avantax Advisory Services
Texas
$2.5M 24,030 +747 +3%
LJAC
121
L.J. Altfest & Co
New York
$2.5M 24,027 -1,086 -4%
CPIG
122
Chicago Partners Investment Group
Illinois
$2.43M 23,663 -263 -1%
JMFC
123
J.M. Forbes & Co
Massachusetts
$2.41M 23,248 +63 +0.3%
KAS
124
Kestra Advisory Services
Texas
$2.4M 27,243 +3,442 +14%
PWLP
125
Prio Wealth Limited Partnership
Massachusetts
$2.35M 22,620 -2,540 -10%
3 4
5
6 7