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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 %
1832 Asset Management
151
1832 Asset Management
Ontario, Canada
$1.81M 17,445 – –
SFG
152
Sage Financial Group
Pennsylvania
$1.81M 17,399 +201 +1%
AFS
153
Annapolis Financial Services
Maryland
$1.8M 17,286 – –
CWI
154
Conscious Wealth Investments
Florida
$1.78M 16,812 +461 +3%
COCM
155
Charter Oak Capital Management
New Hampshire
$1.76M 16,940 +94 +0.6%
AIP
156
Ameritas Investment Partners
Nebraska
$1.72M 16,580 -664 -4%
RWP
157
Revolve Wealth Partners
New Jersey
$1.66M 15,943 +1,653 +12%
SWM
158
Spire Wealth Management
Virginia
$1.64M 15,805 -3,463 -18%
FWM
159
Fingerlakes Wealth Management
New York
$1.61M 15,499 +766 +5%
WLIM
160
White Lighthouse Investment Management
Massachusetts
$1.6M 15,406 -1,689 -10%
CWP
161
Concord Wealth Partners
Virginia
$1.55M 14,950 -6,375 -30%
BSWM
162
Boston Standard Wealth Management
Massachusetts
$1.54M 14,851 +204 +1%
IRC
163
Investors Research Corp
Georgia
$1.53M 14,727 -39 -0.3%
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$1.52M 14,689 -80 -0.5%
MIA
165
MainStreet Investment Advisors
Illinois
$1.52M 14,663 -881 -6%
UIA
166
Ulland Investment Advisors
Minnesota
$1.48M 14,260 – –
BSW
167
Buckingham Strategic Wealth
Missouri
$1.47M 14,172 +1,208 +9%
EWA
168
EP Wealth Advisors
California
$1.45M 13,937 -1,267 -8%
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$1.44M 13,861 -162 -1%
FFN
170
Focus Financial Network
Minnesota
$1.44M 13,531 +27 +0.2%
WT
171
Whittier Trust
California
$1.43M 13,767 – –
CCM
172
Coldstream Capital Management
Washington
$1.4M 13,465 -3,702 -22%
CA
173
Continuum Advisory
Idaho
$1.38M 13,326 +287 +2%
CI
174
CX Institutional
Indiana
$1.38M 13,254 -329 -2%
TWP
175
Tempus Wealth Planning
California
$1.37M 13,226 +567 +4%
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