iShares MSCI KLD 400 Social ETF
567 hedge funds and large institutions have $2.97B invested in iShares MSCI KLD 400 Social ETF in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 219 reducing their positions, and 25 closing their positions.
156% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 25
94% more call options, than puts
Call options by funds: $342K | Put options by funds: $176K
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
5% more funds holding
Funds holding: 539 → 567 (+28)
1.64% more ownership
Funds ownership: 60.63% → 62.28% (+1.6%)
5% less capital invested
Capital invested by funds: $3.12B → $2.97B (-$141M)
28% less repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 219
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAS
IMA Advisory Services
Denver,
Colorado
|
+$95.2M |
| 2 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$25.7M |
| 3 |
LPL Financial
San Diego,
California
|
+$21M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$14.8M |
| 5 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
+$8.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFA
McClarren Financial Advisors
State College,
Pennsylvania
|
-$263M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18.3M |
| 3 |
JP Morgan Chase
New York
|
-$15.2M |
| 4 |
Morgan Stanley
New York
|
-$13M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$5.66M |
DSI Hedge Fund Activity: Q4 2024 in Review
567 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q4 2024, worth a combined $2.97B — down 4.5% from $3.12B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new DSI positions and 25 closed out — a net gain of 39 holders — while 158 added to existing stakes and 219 trimmed.
The largest buyer was IMA Advisory Services, opening a new position worth an estimated $95.2M. The largest seller was McClarren Financial Advisors, exiting entirely with an estimated $263M sold.
- 567 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q4 2024, up from 539 in Q3 2024.
- Funds reported $2.97B of iShares MSCI KLD 400 Social ETF stock for Q4 2024, down 4.5% quarter-over-quarter.
- 64 funds opened new iShares MSCI KLD 400 Social ETF positions in Q4 2024 and 25 closed out, a net change of +39 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q4 2024 was IMA Advisory Services, an estimated $95.2M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q4 2024 was McClarren Financial Advisors, an estimated $263M sold.
Based on aggregated 13F filings for Q4 2024.