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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
APW
176
Austin Private Wealth
Texas
$1.37M -$63.5K -611 -4%
MOS
177
MGO One Seven
Ohio
$1.36M -$11.2K -108 -0.8%
T
178
TCWP
Ohio
$1.36M -$11.2K -108 -0.8%
Fidelity Investments
179
Fidelity Investments
Massachusetts
$1.3M +$352K +3,387 +37%
PFGIA
180
Patriot Financial Group Insurance Agency
Massachusetts
$1.3M +$2.8K +27 +0.2%
CHAM
181
Clear Harbor Asset Management
Connecticut
$1.25M +$312 +3 +0%
MPW
182
MA Private Wealth
California
$1.25M – – –
BWA
183
Bordeaux Wealth Advisors
California
$1.25M – – –
RIA
184
Regal Investment Advisors
Michigan
$1.22M +$9.35K +90 +0.8%
GWA
185
GGM Wealth Advisors
Maryland
$1.19M +$419K +4,035 +54%
WA
186
Wealth Alliance
New York
$1.19M +$935 +9 +0.1%
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$1.18M – – –
WMP
188
Wealth Management Partners
Arizona
$1.18M +$33.8K +325 +3%
GDP
189
Great Diamond Partners
Maine
$1.16M -$72.3K -696 -6%
BNP Paribas Financial Markets
190
BNP Paribas Financial Markets
France
$1.15M -$129K -1,243 -10%
Baird Financial Group
191
Baird Financial Group
Wisconsin
$1.14M +$14.3K +138 +1%
BDFN
192
Bond & Devick Financial Network
Minnesota
$1.13M -$17.6K -169 -2%
TC
193
TownSquare Capital
Utah
$1.12M -$88.1K -848 -7%
CFGS
194
Concourse Financial Group Securities
Alabama
$1.12M +$64.4K +620 +6%
B
195
Bensler
Washington
$1.12M -$207K -1,994 -16%
AA
196
Axiom Advisory
California
$1.07M +$1.07M +10,696 New
CAMV
197
Concord Asset Management (Virginia)
Virginia
$1.06M -$378K -3,636 -26%
FFA
198
Farther Finance Advisors
California
$1.06M +$97.6K +939 +10%
CFG
199
Citizens Financial Group
Rhode Island
$1.06M +$371K +3,572 +54%
Citigroup
200
Citigroup
New York
$1.05M +$567K +5,459 +116%
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