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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 %
SDWMA
201
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.05M – – –
CFGS
202
Concourse Financial Group Securities
Alabama
$1.02M +$97.6K +968 +11%
Millennium Management
203
Millennium Management
New York
$1.02M +$1.02M +10,102 New
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$1.01M – – –
SPC
205
Sigma Planning Corp
Michigan
$994K +$288K +2,861 +41%
WIA
206
World Investment Advisors
California
$990K -$36.5K -362 -4%
DAS
207
Dynamic Advisor Solutions
Arizona
$965K +$47.5K +471 +5%
DADC
208
D.A. Davidson & Co
Montana
$948K +$87.2K +865 +10%
MYIA
209
Mount Yale Investment Advisors
Colorado
$938K -$15.3K -152 -2%
FFA
210
Farther Finance Advisors
California
$935K -$2.02K -20 -0.2%
Fidelity Investments
211
Fidelity Investments
Massachusetts
$923K -$107K -1,063 -10%
DWM
212
Destination Wealth Management
California
$921K -$9.68K -96 -1%
RL
213
Rogco LP
Oklahoma
$906K -$65.7K -652 -7%
BIA
214
Bigelow Investment Advisors
Maine
$881K -$4.34K -43 -0.5%
VA
215
Valmark Advisers
Ohio
$866K +$38.3K +380 +5%
KWA
216
Kingswood Wealth Advisors
California
$853K – – –
HCA
217
Heck Capital Advisors
Wisconsin
$851K -$4.54K -45 -0.5%
AIM
218
Acropolis Investment Management
Missouri
$849K -$65.5K -650 -7%
HA
219
Harfst & Associates
Wyoming
$847K +$9.98K +99 +1%
MCCP
220
Mission Creek Capital Partners
California
$841K -$43.9K -435 -5%
SB
221
Strategic Blueprint
Georgia
$820K +$25.6K +254 +3%
BCM
222
Brookstone Capital Management
Illinois
$808K -$52.1K -517 -6%
MSG
223
Main Street Group
Virginia
$797K +$1.01K +10 +0.1%
KFSC
224
Keystone Financial Services (Colorado)
Colorado
$794K -$23.2K -230 -3%
HI
225
Harbour Investments
Wisconsin
$788K -$342K -3,389 -30%
7 8
9
10 11