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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

503 hedge funds and large institutions have $2.66B invested in iShares MSCI KLD 400 Social ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 148 increasing their positions, 198 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+11
Holders Change %
+2.24%
% of All Funds
7.29%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
46
Increased
148
Reduced
198
Closed
22
Calls
$302K
Puts
$40K
Net Calls
+$262K
Net Calls Change
-$11K

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$15.3M
2
Mariner
2
Mariner
Kansas
$30.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$34.2M
4
FTWA
4
Fifth Third Wealth Advisors
Ohio
$5.17M
5
LPL Financial
5
LPL Financial
California
$82.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$459M
2
Bank of America
2
Bank of America
North Carolina
$158M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$96.6M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.3M
5
TAM
5
Trillium Asset Management
Massachusetts
$5.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIS
176
Retirement Income Solutions
Michigan
$1.35M – – –
MOS
177
MGO One Seven
Ohio
$1.33M +$42.8K +425 +3%
T
178
TCWP
Ohio
$1.33M +$42.8K +425 +3%
NP
179
NorthRock Partners
Minnesota
$1.31M -$688K -6,824 -34%
BSW
180
Buckingham Strategic Wealth
Missouri
$1.31M +$302 +3 +0%
CA
181
Continuum Advisory
Idaho
$1.29M +$280K +2,826 +28%
FFN
182
Focus Financial Network
Minnesota
$1.29M +$54.7K +574 +4%
B
183
Bensler
Washington
$1.29M +$52.6K +522 +4%
TWP
184
Tempus Wealth Planning
California
$1.28M -$22.6K -224 -2%
PFGIA
185
Patriot Financial Group Insurance Agency
Massachusetts
$1.26M -$99K -982 -7%
BNP Paribas Financial Markets
186
BNP Paribas Financial Markets
France
$1.24M +$71.1K +705 +6%
CHAM
187
Clear Harbor Asset Management
Connecticut
$1.21M +$163K +1,618 +16%
MPW
188
MA Private Wealth
California
$1.21M – – –
BWA
189
Bordeaux Wealth Advisors
California
$1.21M – – –
GDP
190
Great Diamond Partners
Maine
$1.2M -$15.4K -153 -1%
TC
191
TownSquare Capital
Utah
$1.17M +$231K +2,291 +25%
RIA
192
Regal Investment Advisors
Michigan
$1.17M -$22.3K -221 -2%
CQS
193
Credential Qtrade Securities
$1.17M -$1.01M -10,033 -46%
WA
194
Wealth Alliance
New York
$1.15M -$22.1K -219 -2%
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$1.12M -$1.91K -19 -0.2%
WMP
196
Wealth Management Partners
Arizona
$1.11M – – –
BDFN
197
Bond & Devick Financial Network
Minnesota
$1.11M -$60.9K -604 -5%
LRWA
198
Long Run Wealth Advisors
New York
$1.09M +$27.2K +270 +3%
Vontobel Holding
199
Vontobel Holding
Switzerland
$1.09M -$39.8K -395 -4%
Baird Financial Group
200
Baird Financial Group
Wisconsin
$1.09M -$6.25K -62 -0.6%
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8
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