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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$459M 4,552,034 -4,454,800 -49%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$244M 2,418,227 -19,935 -0.8%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$164M 1,631,136 -43,642 -3%
Bank of America
4
Bank of America
North Carolina
$158M 1,566,089 -304,024 -16%
Ameriprise
5
Ameriprise
Minnesota
$102M 1,005,918 -45,138 -4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$96.6M 957,906 -255,126 -21%
LPL Financial
7
LPL Financial
California
$82.1M 814,516 +45,035 +6%
S
8
Syntrinsic
Colorado
$79.7M 791,587 +20,833 +3%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$70.8M 702,754 -49,797 -7%
UBS Group
10
UBS Group
Switzerland
$52.7M 522,942 +9,247 +2%
Betterment LLC
11
Betterment LLC
New York
$49.4M 489,953 -24,172 -5%
Goldman Sachs
12
Goldman Sachs
New York
$34.2M 339,275 +49,616 +17%
SEI Investments
13
SEI Investments
Pennsylvania
$31.2M 309,155 -60,428 -16%
Mariner
14
Mariner
Kansas
$30.3M 300,202 +52,645 +21%
Cerity Partners
15
Cerity Partners
New York
$26.5M 262,912 -7,880 -3%
Wells Fargo
16
Wells Fargo
California
$25.9M 257,314 -81,151 -24%
Osaic Holdings
17
Osaic Holdings
Arizona
$21.3M 211,114 -167,854 -44%
Truist Financial
18
Truist Financial
North Carolina
$21M 208,754 -9,994 -5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$20.5M 203,595 +2,110 +1%
PAS
20
Park Avenue Securities
New York
$19.7M 195,557 -5,768 -3%
Creative Planning
21
Creative Planning
Kansas
$19M 188,421 -3,343 -2%
US Bancorp
22
US Bancorp
Minnesota
$17.8M 176,410 +1,389 +0.8%
DF
23
Dunhill Financial
United Kingdom
$17.7M 175,415 -20,077 -10%
MML Investors Services
24
MML Investors Services
Massachusetts
$15.9M 157,878 +6,058 +4%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$15.6M 154,991 -16,242 -9%
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