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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 %
KWA
201
Kingswood Wealth Advisors
California
$1.05M +$115K +1,059 +12%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$1.03M -$30.2K -278 -3%
SPC
203
Sigma Planning Corp
Michigan
$1.02M -$53.2K -489 -5%
DWM
204
Destination Wealth Management
California
$1,000K -$7.07K -65 -0.7%
DADC
205
D.A. Davidson & Co
Montana
$996K – – –
Vontobel Holding
206
Vontobel Holding
Switzerland
$991K +$51.5K +473 +5%
NP
207
NorthRock Partners
Minnesota
$987K +$104K +955 +12%
WIA
208
World Investment Advisors
California
$952K -$134K -1,232 -12%
DAS
209
Dynamic Advisor Solutions
Arizona
$951K -$67.4K -620 -7%
VA
210
Valmark Advisers
Ohio
$939K -$100K -919 -10%
RWP
211
RWA Wealth Partners
Massachusetts
$937K +$21K +193 +2%
MW
212
Maia Wealth
Colorado
$915K -$9.77K -89 -1%
CPRC
213
Consolidated Portfolio Review Corp
New York
$897K +$28.2K +259 +3%
AI
214
Atria Investments
North Carolina
$894K -$19.3K -177 -2%
AIM
215
Acropolis Investment Management
Missouri
$891K -$25.6K -235 -3%
HCA
216
Heck Capital Advisors
Wisconsin
$885K -$64.8K -596 -7%
RBC
217
Romano Brothers & Co
Illinois
$881K – – –
BIA
218
Bigelow Investment Advisors
Maine
$874K -$39.5K -363 -4%
MSG
219
Main Street Group
Virginia
$860K – – –
FCI
220
Financial Counselors Inc
Kansas
$860K +$2.83K +26 +0.3%
GM
221
GeoWealth Management
Illinois
$847K +$803K +7,380 +1,818%
HA
222
Harfst & Associates
Wyoming
$845K -$25.5K -234 -3%
MG
223
Mather Group
Illinois
$844K -$36K -331 -4%
RL
224
Rogco LP
Oklahoma
$840K -$154K -1,417 -16%
CCA
225
Cobblestone Capital Advisors
New York
$831K – – –
7 8
9
10 11