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iShares MSCI KLD 400 Social ETF

259 hedge funds and large institutions have $677M invested in iShares MSCI KLD 400 Social ETF in 2019 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+12
Holders Change %
+4.86%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
32
Increased
100
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
226
Global Retirement Partners
California
$59K
BBA
227
Braun-Bostich & Associates
Pennsylvania
$58K -$90.6K -1,644 -61%
MFT
228
Moisand Fitzgerald Tamayo
Florida
$54K -$4.38K -80 -8%
EWM
229
Executive Wealth Management
Michigan
$40K +$109 +2 +0.3%
HI
230
Hudock Inc
Pennsylvania
$40K +$109 +2 +0.3%
ATC
231
Adirondack Trust Company
New York
$36K
APA
232
American Portfolios Advisors
New York
$31.7K -$10.9K -200 -26%
AIP
233
Ameritas Investment Partners
Nebraska
$31K +$31K +570 New
Fidelity Investments
234
Fidelity Investments
Massachusetts
$26K -$37.8K -706 -59%
MIFH
235
Migdal Insurance & Financial Holdings
Israel
$26K
PFGIA
236
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$13.6K +242 +110%
SSB
237
Sandy Spring Bank
Maryland
$25K
CAM
238
Close Asset Management
United Kingdom
$23K
BWP
239
Baldwin Wealth Partners
Massachusetts
$22K
PFO
240
Pathstone Family Office
New Jersey
$18K +$18K +332 New
EIP
241
Ellis Investment Partners
Pennsylvania
$17K +$17K +324 New
CFD
242
Creative Financial Designs
Indiana
$16K +$11.4K +200 +250%
DWA
243
Dougherty Wealth Advisers
Minnesota
$16K +$16K +300 New
TPWA
244
TRUE Private Wealth Advisors
Oregon
$15K +$15K +292 New
LWM
245
Liberty Wealth Management
California
$11K -$73.8K -1,342 -87%
TC
246
Truvestments Capital
Florida
$8K
CAC
247
Certified Advisory Corp
Florida
$7K
MWM
248
Merriman Wealth Management
Washington
$5.54K
RCA
249
Rowland Carmichael Advisors
Arizona
$5K
BFEC
250
Benjamin F. Edwards & Company
Missouri
$5K