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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
LPL Financial
3
LPL Financial
California
$111M
4
Bank of America
4
Bank of America
North Carolina
$186M
5
TAM
5
Trillium Asset Management
Massachusetts
$16.9M

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 %
CCM
176
Coldstream Capital Management
Washington
$1.46M 13,283 +79 +0.6%
FFN
177
Focus Financial Network
Minnesota
$1.45M 13,168 -27 -0.2%
SFG
178
Sage Financial Group
Pennsylvania
$1.45M 13,112 -3,984 -23%
Northern Trust
179
Northern Trust
Illinois
$1.44M 13,040 -5,732 -31%
CI
180
CX Institutional
Indiana
$1.4M 12,677 -564 -4%
CHAM
181
Clear Harbor Asset Management
Connecticut
$1.34M 12,173 +144 +1%
CA
182
Continuum Advisory
Idaho
$1.33M 12,083 -204 -2%
BWA
183
Bordeaux Wealth Advisors
California
$1.32M 12,000 – –
APW
184
Austin Private Wealth
Texas
$1.31M 11,894 -533 -4%
WF
185
WoodTrust Financial
Wisconsin
$1.31M 11,881 -599 -5%
WTC
186
WhitTier Trust Company
Nevada
$1.28M 11,592 +6,373 +122%
MOS
187
MGO One Seven
Ohio
$1.26M 11,449 -859 -7%
MPW
188
MA Private Wealth
California
$1.25M 11,343 +65 +0.6%
CIBC Private Wealth Group
189
CIBC Private Wealth Group
Georgia
$1.24M 11,153 – –
DAS
190
Diversify Advisory Services
Utah
$1.23M 11,241 -4,574 -29%
CFGS
191
Concourse Financial Group Securities
Alabama
$1.2M 10,423 +16 +0.2%
GDP
192
Great Diamond Partners
Maine
$1.19M 10,806 +5 +0%
WMP
193
Wealth Management Partners
Arizona
$1.19M 10,805 -2 -0%
RIA
194
Regal Investment Advisors
Michigan
$1.18M 10,747 -1,100 -9%
HFA
195
Hershey Financial Advisers
Pennsylvania
$1.18M 10,710 +10,710 New
B
196
Bensler
Washington
$1.18M 10,670 -15 -0.1%
BDFN
197
Bond & Devick Financial Network
Minnesota
$1.17M 10,712 – –
DWT
198
Dorsey & Whitney Trust
South Dakota
$1.15M 10,436 -2,514 -19%
CFG
199
Citizens Financial Group
Rhode Island
$1.11M 10,066 -130 -1%
Jones Financial Companies
200
Jones Financial Companies
Missouri
$1.09M 9,880 +3,987 +68%
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