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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
Raymond James Financial
3
Raymond James Financial
Florida
$21M
4
LPL Financial
4
LPL Financial
California
$111M
5
Bank of America
5
Bank of America
North Carolina
$186M

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 %
MWM
151
Modera Wealth Management
New Jersey
$1.91M 17,286 +17,286 New
SWM
152
Spire Wealth Management
Virginia
$1.89M 17,138 -523 -3%
ACA
153
Aptus Capital Advisors
Alabama
$1.89M 17,132 +13,668 +395%
AIC
154
Allodium Investment Consultants
Minnesota
$1.87M 16,919 +16,919 New
COCM
155
Charter Oak Capital Management
New Hampshire
$1.84M 16,671 -78 -0.5%
BAAM
156
Baker Avenue Asset Management
California
$1.84M 16,671 -424 -2%
RWP
157
Revolve Wealth Partners
New Jersey
$1.84M 16,668 +119 +0.7%
EFG
158
Elios Financial Group
Ohio
$1.79M 16,259 -986 -6%
AIP
159
Ameritas Investment Partners
Nebraska
$1.78M 16,136 -220 -1%
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$1.75M 15,840 -14,219 -47%
SW
161
SVB Wealth
Massachusetts
$1.72M 15,592 +15,592 New
SFA
162
Sequoia Financial Advisors
Ohio
$1.68M 15,253 -2,480 -14%
BSWM
163
Boston Standard Wealth Management
Massachusetts
$1.68M 15,237 +45 +0.3%
GM
164
GeoWealth Management
Illinois
$1.67M 15,185 +7,399 +95%
Renaissance Technologies
165
Renaissance Technologies
New York
$1.66M 15,100 +9,500 +170%
IRC
166
Investors Research Corp
Georgia
$1.65M 14,981 +79 +0.5%
WLIM
167
White Lighthouse Investment Management
Massachusetts
$1.65M 14,944 -179 -1%
EWA
168
EP Wealth Advisors
California
$1.64M 14,913 -179 -1%
GWA
169
GGM Wealth Advisors
Maryland
$1.6M 14,538 – –
UIA
170
Ulland Investment Advisors
Minnesota
$1.57M 14,260 – –
WT
171
Whittier Trust
California
$1.54M 13,940 +173 +1%
TC
172
TownSquare Capital
Utah
$1.51M 13,737 +3,689 +37%
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$1.51M 13,694 -1,135 -8%
TWP
174
Tempus Wealth Planning
California
$1.49M 13,531 +136 +1%
AL
175
Aspiriant LLC
California
$1.49M 13,494 +7,256 +116%
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