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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
LPL Financial
3
LPL Financial
California
$111M
4
Bank of America
4
Bank of America
North Carolina
$186M
5
TAM
5
Trillium Asset Management
Massachusetts
$16.9M

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 %
SG
126
Stanich Group
New York
$2.61M 23,662 +23,662 New
CPIG
127
Chicago Partners Investment Group
Illinois
$2.59M 23,360 -357 -2%
SC
128
Sapient Capital
Indiana
$2.55M 23,147 – –
William Blair & Company
129
William Blair & Company
Illinois
$2.55M 23,122 -144 -0.6%
LJAC
130
L.J. Altfest & Co
New York
$2.52M 22,844 -1,352 -6%
SDWMA
131
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.49M 22,579 – –
ECM
132
Evergreen Capital Management
Washington
$2.44M 22,168 -68 -0.3%
EFM
133
Eley Financial Management
Vermont
$2.41M 21,895 +910 +4%
DE
134
Diversified Enterprises
Delaware
$2.35M 21,337 +4,262 +25%
PA
135
PFG Advisors
Arizona
$2.31M 20,974 -329 -2%
II
136
Impact Investors
California
$2.28M 20,718 +20,718 New
HH
137
Hilltop Holdings
Texas
$2.26M 20,525 +1,480 +8%
AAS
138
Avantax Advisory Services
Texas
$2.26M 20,522 -2,416 -11%
TDWM
139
Topel & Distasi Wealth Management
California
$2.24M 20,360 -155 -0.8%
SWM
140
SigFig Wealth Management
California
$2.23M 20,091 -830 -4%
BWM
141
BigSur Wealth Management
Florida
$2.21M 20,000 – –
AFA
142
Arlington Financial Advisors
California
$2.16M 19,627 +655 +3%
Fidelity Investments
143
Fidelity Investments
Massachusetts
$2.16M 19,568 +6,563 +50%
CWI
144
Conscious Wealth Investments
Florida
$2.13M 18,875 +2,296 +14%
HWM
145
HB Wealth Management
Georgia
$2.12M 19,226 – –
BTW
146
Boston Trust Walden
Massachusetts
$2.11M 19,097 – –
FWM
147
Fingerlakes Wealth Management
New York
$2.07M 18,769 +1,137 +6%
NW
148
NewEdge Wealth
Pennsylvania
$2.01M 18,194 – –
VC
149
Vicus Capital
Pennsylvania
$2M 18,103 -135 -0.7%
OBWG
150
Onyx Bridge Wealth Group
New York
$1.93M 17,475 +496 +3%
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