DSI icon

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 %
FSA
126
Financial Services Advisory
Maryland
$2.33M 23,136 -373 -2%
CPIG
127
Chicago Partners Investment Group
Illinois
$2.31M 23,926 +62 +0.3%
ECM
128
Evergreen Capital Management
Washington
$2.28M 22,656 -680 -3%
CWP
129
Concord Wealth Partners
Virginia
$2.15M 21,325 -5,903 -22%
Prudential Financial
130
Prudential Financial
New Jersey
$2.14M 21,245 -799 -4%
NA
131
NewEdge Advisors
Louisiana
$2.07M 20,505 -1,325 -6%
SWM
132
SigFig Wealth Management
California
$2.05M 20,351 -85 -0.4%
TDWM
133
Topel & Distasi Wealth Management
California
$2.02M 20,050 +134 +0.7%
PBF
134
Petix & Botte Financial
California
$2.02M 20,050 +20,050 New
AFA
135
Arlington Financial Advisors
California
$2.02M 20,017 +29 +0.1%
BWM
136
BigSur Wealth Management
Florida
$2.02M 20,000 – –
BAAM
137
Baker Avenue Asset Management
California
$2M 19,795 +457 +2%
Wealthfront Advisers
138
Wealthfront Advisers
California
$1.96M 19,479 +1,719 +10%
SWM
139
Spire Wealth Management
Virginia
$1.94M 19,268 -458 -2%
HWM
140
HB Wealth Management
Georgia
$1.94M 19,226 +26 +0.1%
DWT
141
Dorsey & Whitney Trust
South Dakota
$1.93M 19,192 -970 -5%
EFM
142
Eley Financial Management
Vermont
$1.93M 19,159 -4,806 -20%
BTW
143
Boston Trust Walden
Massachusetts
$1.93M 19,097 – –
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$1.89M 18,732 -384 -2%
SW
145
SVB Wealth
Massachusetts
$1.88M 18,693 -5,263 -22%
SFA
146
Sequoia Financial Advisors
Ohio
$1.86M 18,497 -1,177 -6%
HH
147
Hilltop Holdings
Texas
$1.85M 18,349 -6,493 -26%
OBWG
148
Onyx Bridge Wealth Group
New York
$1.81M 18,492 +8,863 +92%
DAS
149
Diversify Advisory Services
Utah
$1.8M 17,819 +17,819 New
1832 Asset Management
150
1832 Asset Management
Ontario, Canada
$1.76M 17,445 +7,645 +78%
4 5
6
7 8