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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.

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 Market Value Shares Shares
Change 		Shares
Change %
D
151
Diversified
Delaware
$1.86M 17,075 -1,302 -7%
DE
152
Diversified Enterprises
Delaware
$1.86M 17,075 +17,075 New
OBWG
153
Onyx Bridge Wealth Group
New York
$1.85M 16,979 -3,103 -15%
Wealth Enhancement Advisory Services
154
Wealth Enhancement Advisory Services
Minnesota
$1.83M 16,791 -3,408 -17%
COCM
155
Charter Oak Capital Management
New Hampshire
$1.82M 16,749 -191 -1%
CWI
156
Conscious Wealth Investments
Florida
$1.81M 16,579 -233 -1%
RWP
157
Revolve Wealth Partners
New Jersey
$1.8M 16,549 +606 +4%
AIP
158
Ameritas Investment Partners
Nebraska
$1.78M 16,356 -224 -1%
DAS
159
Diversify Advisory Services
Utah
$1.74M 15,815 -1,712 -10%
BBNA
160
Bremer Bank National Association
Minnesota
$1.67M 15,352 -25,702 -63%
BSWM
161
Boston Standard Wealth Management
Massachusetts
$1.65M 15,192 +341 +2%
WLIM
162
White Lighthouse Investment Management
Massachusetts
$1.65M 15,123 -283 -2%
EWA
163
EP Wealth Advisors
California
$1.64M 15,092 +1,155 +8%
IRC
164
Investors Research Corp
Georgia
$1.62M 14,902 +175 +1%
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$1.61M 14,829 +140 +1%
GWA
166
GGM Wealth Advisors
Maryland
$1.58M 14,538 +3,075 +27%
UIA
167
Ulland Investment Advisors
Minnesota
$1.55M 14,260 – –
MIA
168
MainStreet Investment Advisors
Illinois
$1.53M 14,078 -585 -4%
WT
169
Whittier Trust
California
$1.5M 13,767 – –
TWP
170
Tempus Wealth Planning
California
$1.46M 13,395 +169 +1%
CI
171
CX Institutional
Indiana
$1.44M 13,241 -13 -0.1%
CCM
172
Coldstream Capital Management
Washington
$1.44M 13,204 -261 -2%
FFN
173
Focus Financial Network
Minnesota
$1.44M 13,195 -336 -2%
Fidelity Investments
174
Fidelity Investments
Massachusetts
$1.41M 13,005 +460 +4%
DWT
175
Dorsey & Whitney Trust
South Dakota
$1.41M 12,950 -6,242 -33%
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