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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 %
SDWMA
126
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.34M 22,579 +12,200 +118%
ECM
127
Evergreen Capital Management
Washington
$2.31M 22,276 -380 -2%
SWM
128
SigFig Wealth Management
California
$2.22M 21,340 +989 +5%
OIA
129
OneDigital Investment Advisors
Kansas
$2.18M 21,002 +21,002 New
Wealthfront Advisers
130
Wealthfront Advisers
California
$2.12M 20,409 +930 +5%
Prudential Financial
131
Prudential Financial
New Jersey
$2.12M 20,405 -840 -4%
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$2.1M 20,199 +1,467 +8%
OBWG
133
Onyx Bridge Wealth Group
New York
$2.09M 20,082 +1,590 +9%
BWM
134
BigSur Wealth Management
Florida
$2.08M 20,000 – –
TDWM
135
Topel & Distasi Wealth Management
California
$2.07M 19,944 -106 -0.5%
NA
136
NewEdge Advisors
Louisiana
$2.06M 19,868 -637 -3%
Northern Trust
137
Northern Trust
Illinois
$2.01M 19,373 -15,630 -45%
HWM
138
HB Wealth Management
Georgia
$2M 19,226 – –
DWT
139
Dorsey & Whitney Trust
South Dakota
$1.99M 19,192 – –
BTW
140
Boston Trust Walden
Massachusetts
$1.98M 19,097 – –
BAAM
141
Baker Avenue Asset Management
California
$1.98M 19,057 -738 -4%
EFM
142
Eley Financial Management
Vermont
$1.98M 19,035 -124 -0.6%
AFA
143
Arlington Financial Advisors
California
$1.95M 18,742 -1,275 -6%
SW
144
SVB Wealth
Massachusetts
$1.94M 18,693 – –
D
145
Diversified
Delaware
$1.91M 18,377 +14,295 +350%
SFA
146
Sequoia Financial Advisors
Ohio
$1.89M 18,247 -250 -1%
NW
147
NewEdge Wealth
Pennsylvania
$1.89M 18,194 +1 +0%
VC
148
Vicus Capital
Pennsylvania
$1.88M 18,119 +758 +4%
DAS
149
Diversify Advisory Services
Utah
$1.86M 17,527 -292 -2%
HH
150
Hilltop Holdings
Texas
$1.83M 17,668 -681 -4%
4 5
6
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