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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$495M 4,764,450 +212,416 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$251M 2,419,750 +1,523 +0.1%
Bank of America
3
Bank of America
North Carolina
$170M 1,632,633 +66,544 +4%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$161M 1,547,394 -83,742 -5%
Ameriprise
5
Ameriprise
Minnesota
$104M 1,000,862 -5,056 -0.5%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$98.6M 949,231 -8,675 -0.9%
LPL Financial
7
LPL Financial
California
$86.6M 833,826 +19,310 +2%
S
8
Syntrinsic
Colorado
$83.5M 804,959 +13,372 +2%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$72.5M 697,971 -4,783 -0.7%
UBS Group
10
UBS Group
Switzerland
$51.1M 492,226 -30,716 -6%
Betterment LLC
11
Betterment LLC
New York
$46.4M 447,015 -42,938 -9%
Mariner
12
Mariner
Kansas
$31.6M 304,195 +3,993 +1%
SEI Investments
13
SEI Investments
Pennsylvania
$28.6M 275,690 -33,465 -11%
Goldman Sachs
14
Goldman Sachs
New York
$27.7M 266,602 -72,673 -21%
Cerity Partners
15
Cerity Partners
New York
$27.7M 266,486 +3,574 +1%
Wells Fargo
16
Wells Fargo
California
$27.1M 260,983 +3,669 +1%
Osaic Holdings
17
Osaic Holdings
Arizona
$25.5M 245,309 +34,195 +16%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$22.6M 217,580 +13,985 +7%
Truist Financial
19
Truist Financial
North Carolina
$21.3M 204,946 -3,808 -2%
PAS
20
Park Avenue Securities
New York
$20.6M 198,196 +2,639 +1%
Creative Planning
21
Creative Planning
Kansas
$19.3M 185,675 -2,746 -1%
US Bancorp
22
US Bancorp
Minnesota
$18.2M 175,647 -763 -0.4%
DF
23
Dunhill Financial
United Kingdom
$17.2M 165,970 -9,445 -5%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$16.2M 155,801 +11,591 +8%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$15.6M 150,392 -1,438 -0.9%
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