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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
Raymond James Financial
3
Raymond James Financial
Florida
$21M
4
LPL Financial
4
LPL Financial
California
$111M
5
Bank of America
5
Bank of America
North Carolina
$186M

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 %
RA
201
RFG Advisory
Alabama
$1.09M 9,842 +3,800 +63%
BNP Paribas Financial Markets
202
BNP Paribas Financial Markets
France
$1.09M 9,842 -1,149 -10%
Baird Financial Group
203
Baird Financial Group
Wisconsin
$1.08M 9,824 -486 -5%
PW
204
Potentia Wealth
California
$1.08M 9,769 +9,769 New
KCM
205
Kathmere Capital Management
Pennsylvania
$1.07M 9,702 +2,835 +41%
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$1.04M 9,446 – –
SPC
207
Sigma Planning Corp
Michigan
$1.03M 9,388 +11 +0.1%
MSG
208
Main Street Group
Virginia
$1.03M 9,352 +1,443 +18%
FFA
209
Farther Finance Advisors
California
$1.03M 9,335 -1,985 -18%
LRWA
210
Long Run Wealth Advisors
New York
$1.03M 9,310 -554 -6%
NP
211
NorthRock Partners
Minnesota
$1.01M 9,183 +113 +1%
DADC
212
D.A. Davidson & Co
Montana
$1M 9,089 -69 -0.8%
RWP
213
RWA Wealth Partners
Massachusetts
$993K 9,005 +393 +5%
AWM
214
Apollon Wealth Management
South Carolina
$991K 8,989 -730 -8%
Vontobel Holding
215
Vontobel Holding
Switzerland
$988K 8,960 -147 -2%
CPRC
216
Consolidated Portfolio Review Corp
New York
$987K 8,952 +704 +9%
DWM
217
Destination Wealth Management
California
$973K 8,827 -362 -4%
KWA
218
Kingswood Wealth Advisors
California
$967K 8,774 -903 -9%
DAS
219
Dynamic Advisor Solutions
Arizona
$962K 8,728 -17 -0.2%
LAMNM
220
Longview Asset Management (New Mexico)
New Mexico
$957K 8,684 +8,684 New
VA
221
Valmark Advisers
Ohio
$952K 8,632 – –
MW
222
Maia Wealth
Colorado
$950K 8,487 +158 +2%
WIA
223
World Investment Advisors
California
$929K 8,430 -318 -4%
WA
224
Wealth Alliance
New York
$917K 8,319 -1,689 -17%
FHA
225
Flagship Harbor Advisors
Massachusetts
$907K 8,229 +788 +11%
7 8
9
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