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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 %
AL
201
Aspiriant LLC
California
$1.05M +$399K +3,838 +62%
WIA
202
World Investment Advisors
California
$1.04M +$16.5K +159 +2%
LRWA
203
Long Run Wealth Advisors
New York
$1.03M -$96.2K -926 -9%
SPC
204
Sigma Planning Corp
Michigan
$1.02M +$831 +8 +0.1%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$1.01M -$34.7K -334 -3%
AWM
206
Apollon Wealth Management
South Carolina
$1.01M -$466K -4,489 -32%
VA
207
Valmark Advisers
Ohio
$992K +$99.8K +961 +11%
DAS
208
Dynamic Advisor Solutions
Arizona
$973K -$21.8K -210 -2%
DWM
209
Destination Wealth Management
California
$961K +$12K +116 +1%
HFA
210
Hershey Financial Advisers
Pennsylvania
$954K +$954K +9,186 New
DADC
211
D.A. Davidson & Co
Montana
$951K -$25.3K -244 -3%
RL
212
Rogco LP
Oklahoma
$949K +$15.5K +149 +2%
HCA
213
Heck Capital Advisors
Wisconsin
$906K +$29.7K +286 +3%
MW
214
Maia Wealth
Colorado
$902K +$902K +8,418 New
Vontobel Holding
215
Vontobel Holding
Switzerland
$897K -$226K -2,175 -20%
SWA
216
Stratos Wealth Advisors
Ohio
$896K +$125K +1,206 +16%
KWA
217
Kingswood Wealth Advisors
California
$895K +$16.3K +157 +2%
AIM
218
Acropolis Investment Management
Missouri
$875K – – –
RWP
219
RWA Wealth Partners
Massachusetts
$874K +$95.5K +920 +12%
BIA
220
Bigelow Investment Advisors
Maine
$872K -$35.7K -344 -4%
AI
221
Atria Investments
North Carolina
$871K +$871K +8,390 New
KFSC
222
Keystone Financial Services (Colorado)
Colorado
$861K +$43.8K +422 +5%
EWA
223
EverSource Wealth Advisors
Alabama
$860K +$755K +7,214 +720%
NP
224
NorthRock Partners
Minnesota
$843K -$511K -4,917 -38%
RBC
225
Romano Brothers & Co
Illinois
$841K +$77.9K +750 +10%
7 8
9
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