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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
ECM
126
Evergreen Capital Management
Washington
$2.42M -$4.35K -40 -0.2%
PA
127
PFG Advisors
Arizona
$2.32M -$600K -5,518 -21%
Prudential Financial
128
Prudential Financial
New Jersey
$2.29M +$67.8K +623 +3%
EFM
129
Eley Financial Management
Vermont
$2.28M +$212K +1,950 +10%
SWM
130
SigFig Wealth Management
California
$2.27M -$45.5K -419 -2%
Wealthfront Advisers
131
Wealthfront Advisers
California
$2.26M +$38.2K +351 +2%
TDWM
132
Topel & Distasi Wealth Management
California
$2.23M +$62.1K +571 +3%
BWM
133
BigSur Wealth Management
Florida
$2.18M – – –
HWM
134
HB Wealth Management
Georgia
$2.09M – – –
BTW
135
Boston Trust Walden
Massachusetts
$2.08M – – –
NA
136
NewEdge Advisors
Louisiana
$2.07M -$87.8K -807 -4%
HH
137
Hilltop Holdings
Texas
$2.07M +$150K +1,377 +8%
AFA
138
Arlington Financial Advisors
California
$2.06M +$25K +230 +1%
Northern Trust
139
Northern Trust
Illinois
$2.04M -$65.4K -601 -3%
BlackRock
140
BlackRock
New York
$2M +$1.2M +11,011 +149%
VC
141
Vicus Capital
Pennsylvania
$1.98M +$12.9K +119 +0.7%
NW
142
NewEdge Wealth
Pennsylvania
$1.98M – – –
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$1.95M -$2.37M -21,802 -55%
SFA
144
Sequoia Financial Advisors
Ohio
$1.93M -$55.9K -514 -3%
SWM
145
Spire Wealth Management
Virginia
$1.92M +$202K +1,856 +12%
FWM
146
Fingerlakes Wealth Management
New York
$1.92M +$232K +2,133 +14%
AFS
147
Annapolis Financial Services
Maryland
$1.88M – – –
EFG
148
Elios Financial Group
Ohio
$1.88M +$1.88M +17,245 New
SFG
149
Sage Financial Group
Pennsylvania
$1.86M -$33K -303 -2%
BAAM
150
Baker Avenue Asset Management
California
$1.86M -$213K -1,962 -10%
4 5
6
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