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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 %
Morgan Stanley
1
Morgan Stanley
New York
$524M 4,753,008 -116,619 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$223M 2,019,500 -164,203 -8%
Bank of America
3
Bank of America
North Carolina
$186M 1,691,058 +132,735 +9%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$153M 1,390,912 -135,779 -9%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$113M 1,020,431 +47,183 +5%
LPL Financial
6
LPL Financial
California
$111M 1,005,714 +187,597 +23%
Ameriprise
7
Ameriprise
Minnesota
$104M 940,619 -42,101 -4%
IAS
8
IMA Advisory Services
Colorado
$93.7M 851,724 +851,724 New
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$62.5M 566,551 -50,694 -8%
UBS Group
10
UBS Group
Switzerland
$54.9M 497,697 +15,374 +3%
Betterment LLC
11
Betterment LLC
New York
$46.9M 425,114 -14,860 -3%
US Bancorp
12
US Bancorp
Minnesota
$44.3M 401,934 +12,239 +3%
Mariner
13
Mariner
Kansas
$35.6M 323,324 +14,187 +5%
SEI Investments
14
SEI Investments
Pennsylvania
$31M 281,446 -4,616 -2%
Cerity Partners
15
Cerity Partners
New York
$29.7M 269,557 +5,730 +2%
Goldman Sachs
16
Goldman Sachs
New York
$27.8M 252,040 -7,659 -3%
Wells Fargo
17
Wells Fargo
California
$27.6M 250,533 -37,162 -13%
Osaic Holdings
18
Osaic Holdings
Arizona
$26.3M 238,644 +3,324 +1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$26.3M 238,654 +21,091 +10%
EP
20
Essential Planning
New Hampshire
$26.1M 233,601 +229,904 +6,219%
AAS
21
Ameritas Advisory Services
Nebraska
$21M 190,531 +68,980 +57%
Raymond James Financial
22
Raymond James Financial
Florida
$21M 190,488 +190,488 New
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$20.9M 189,142 +24,550 +15%
Truist Financial
24
Truist Financial
North Carolina
$20.7M 187,788 -2,963 -2%
Creative Planning
25
Creative Planning
Kansas
$20.3M 183,832 -804 -0.4%
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