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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 %
KeyBank National Association
101
KeyBank National Association
Ohio
$3.09M 28,409 -949 -3%
IFWM
102
Institute for Wealth Management
Colorado
$3.07M 28,237 +1,594 +6%
RJT
103
Raymond James Trust
Florida
$3.06M 28,139 – –
BSB
104
Bangor Savings Bank
Maine
$3.02M 27,747 – –
SPIA
105
Steward Partners Investment Advisory
New York
$2.95M 27,126 -216 -0.8%
SFP
106
Shepherd Financial Partners
Massachusetts
$2.93M 26,945 -1,701 -6%
CP
107
Creekside Partners
California
$2.93M 26,909 +58 +0.2%
SHJ
108
Sharkey, Howes & Javer
Colorado
$2.85M 26,240 -4,001 -13%
JMFC
109
J.M. Forbes & Co
Massachusetts
$2.82M 25,917 +2,669 +11%
PCM
110
Pennsylvania Capital Management
Pennsylvania
$2.8M 25,749 +179 +0.7%
WA
111
Win Advisors
Florida
$2.76M 25,409 +25,409 New
CWM
112
Cornerstone Wealth Management
Missouri
$2.75M 25,243 -41 -0.2%
FSA
113
Financial Services Advisory
Maryland
$2.74M 25,196 -434 -2%
GC
114
Gibson Capital
Pennsylvania
$2.74M 25,159 -2,164 -8%
WCM
115
Wealthcare Capital Management
Virginia
$2.71M 24,908 -80 -0.3%
AF
116
Allworth Financial
California
$2.67M 24,502 -307 -1%
LJAC
117
L.J. Altfest & Co
New York
$2.63M 24,196 +169 +0.7%
FI
118
Financial Insights
Washington
$2.62M 24,061 -751 -3%
CPIG
119
Chicago Partners Investment Group
Illinois
$2.59M 23,717 +54 +0.2%
William Blair & Company
120
William Blair & Company
Illinois
$2.53M 23,266 -20,512 -47%
SC
121
Sapient Capital
Indiana
$2.52M 23,147 +20,670 +834%
AAS
122
Avantax Advisory Services
Texas
$2.5M 22,938 -1,092 -5%
PWLP
123
Prio Wealth Limited Partnership
Massachusetts
$2.46M 22,620 – –
SDWMA
124
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.46M 22,579 – –
KAS
125
Kestra Advisory Services
Texas
$2.44M 22,472 -4,771 -18%
3 4
5
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