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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$530M 4,869,627 +105,177 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$238M 2,183,703 -236,047 -10%
Bank of America
3
Bank of America
North Carolina
$170M 1,558,323 -74,310 -5%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$166M 1,526,691 -20,703 -1%
Ameriprise
5
Ameriprise
Minnesota
$107M 982,720 -18,142 -2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$106M 973,248 +24,017 +3%
LPL Financial
7
LPL Financial
California
$89M 818,117 -15,709 -2%
S
8
Syntrinsic
Colorado
$69.9M 643,654 -161,305 -20%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$67.2M 617,245 -80,726 -12%
UBS Group
10
UBS Group
Switzerland
$52.5M 482,323 -9,903 -2%
Betterment LLC
11
Betterment LLC
New York
$47.9M 439,974 -7,041 -2%
US Bancorp
12
US Bancorp
Minnesota
$42.4M 389,695 +214,048 +122%
Mariner
13
Mariner
Kansas
$33.6M 309,137 +4,942 +2%
Wells Fargo
14
Wells Fargo
California
$31.3M 287,695 +26,712 +10%
SEI Investments
15
SEI Investments
Pennsylvania
$31.1M 286,062 +10,372 +4%
Cerity Partners
16
Cerity Partners
New York
$28.7M 263,827 -2,659 -1%
Goldman Sachs
17
Goldman Sachs
New York
$28.3M 259,699 -6,903 -3%
Osaic Holdings
18
Osaic Holdings
Arizona
$25.6M 235,320 -9,989 -4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$23.7M 217,563 -17 -0%
Truist Financial
20
Truist Financial
North Carolina
$20.8M 190,751 -14,195 -7%
Creative Planning
21
Creative Planning
Kansas
$20.1M 184,636 -1,039 -0.6%
PAS
22
Park Avenue Securities
New York
$19.3M 177,834 -20,362 -10%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$17.9M 164,592 +8,791 +6%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$16.1M 147,644 -2,441 -2%
FT
25
Fiduciary Trust
Massachusetts
$15.8M 145,302 -867 -0.6%
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