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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 %
SA
101
Sanctuary Advisors
Indiana
$3.29M 29,168 -948 -3%
IAA
102
Independent Advisor Alliance
North Carolina
$3.28M 29,743 +29,743 New
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$3.23M 29,265 -389 -1%
KeyBank National Association
104
KeyBank National Association
Ohio
$3.13M 28,409 – –
P
105
&Partners
Tennessee
$3.09M 27,639 +22,069 +396%
SCA
106
Snowden Capital Advisors
New York
$3.03M 27,517 -3,146 -10%
SPIA
107
Steward Partners Investment Advisory
New York
$3.02M 27,414 +288 +1%
BSB
108
Bangor Savings Bank
Maine
$3.02M 27,390 -357 -1%
ISFAN
109
Investor's Fiduciary Advisor Network
Washington
$3.01M 27,316 +27,316 New
PCM
110
Pennsylvania Capital Management
Pennsylvania
$2.96M 26,816 +1,067 +4%
CP
111
Creekside Partners
California
$2.9M 26,348 -561 -2%
AF
112
Allworth Financial
California
$2.86M 24,801 +299 +1%
SFP
113
Shepherd Financial Partners
Massachusetts
$2.84M 25,785 -1,160 -4%
FSA
114
Financial Services Advisory
Maryland
$2.84M 25,764 +568 +2%
CAM
115
Cresset Asset Management
Illinois
$2.84M 25,742 -30,632 -54%
Wealthfront Advisers
116
Wealthfront Advisers
California
$2.83M 25,686 +4,926 +24%
JMFC
117
J.M. Forbes & Co
Massachusetts
$2.81M 25,532 -385 -1%
SHJ
118
Sharkey, Howes & Javer
Colorado
$2.79M 25,319 -921 -4%
GC
119
Gibson Capital
Pennsylvania
$2.77M 25,104 -55 -0.2%
NA
120
NewEdge Advisors
Louisiana
$2.7M 24,496 +5,435 +29%
CWM
121
Cornerstone Wealth Management
Missouri
$2.65M 24,008 -1,235 -5%
KAS
122
Kestra Advisory Services
Texas
$2.64M 23,968 +1,496 +7%
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
$2.64M 23,967 +7,176 +43%
WCM
124
Wealthcare Capital Management
Virginia
$2.64M 23,907 -1,001 -4%
FI
125
Financial Insights
Washington
$2.63M 23,867 -194 -0.8%
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5
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