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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Continuum Advisory
Idaho
$1.39M -$118K -1,039 -8%
WF
177
WoodTrust Financial
Wisconsin
$1.36M +$661K +6,070 +95%
APW
178
Austin Private Wealth
Texas
$1.35M -$86.7K -797 -6%
MOS
179
MGO One Seven
Ohio
$1.34M -$85.9K -790 -6%
PFGIA
180
Patriot Financial Group Insurance Agency
Massachusetts
$1.32M -$33.9K -312 -3%
CHAM
181
Clear Harbor Asset Management
Connecticut
$1.31M – – –
BWA
182
Bordeaux Wealth Advisors
California
$1.31M – – –
RIA
183
Regal Investment Advisors
Michigan
$1.29M +$15.1K +139 +1%
FFA
184
Farther Finance Advisors
California
$1.23M +$120K +1,104 +11%
MPW
185
MA Private Wealth
California
$1.23M -$79.6K -732 -6%
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$1.21M – – –
BNP Paribas Financial Markets
187
BNP Paribas Financial Markets
France
$1.2M -$7.72K -71 -0.6%
WMP
188
Wealth Management Partners
Arizona
$1.18M -$59.9K -551 -5%
GDP
189
Great Diamond Partners
Maine
$1.18M -$42.3K -389 -3%
BDFN
190
Bond & Devick Financial Network
Minnesota
$1.17M -$13.3K -122 -1%
B
191
Bensler
Washington
$1.16M -$8.59K -79 -0.7%
AA
192
Axiom Advisory
California
$1.14M +$19.4K +185 +2%
CFGS
193
Concourse Financial Group Securities
Alabama
$1.13M -$39.2K -360 -3%
Baird Financial Group
194
Baird Financial Group
Wisconsin
$1.12M -$68.9K -633 -6%
CFG
195
Citizens Financial Group
Rhode Island
$1.11M – – –
CAM
196
Carret Asset Management
New York
$1.1M +$1.1M +10,114 New
TC
197
TownSquare Capital
Utah
$1.09M -$80K -735 -7%
WA
198
Wealth Alliance
New York
$1.09M -$158K -1,449 -13%
LRWA
199
Long Run Wealth Advisors
New York
$1.07M -$3.37K -31 -0.3%
AWM
200
Apollon Wealth Management
South Carolina
$1.06M +$4.13K +38 +0.4%
6 7
8
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