DSI icon

iShares MSCI KLD 400 Social ETF

268 hedge funds and large institutions have $732M invested in iShares MSCI KLD 400 Social ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
5.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
24
Increased
101
Reduced
67
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
226
Bessemer Group
New Jersey
$122K
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$116K +$116K +2,098 New
AWM
228
AllSquare Wealth Management
New York
$115K
FDCDDQ
229
Federation des caisses Desjardins du Quebec
Quebec, Canada
$114K -$8.1K -146 -7%
RFWA
230
RPg Family Wealth Advisory
Massachusetts
$113K
GWM
231
Geneos Wealth Management
Colorado
$111K
GRP
232
Global Retirement Partners
California
$110K +$50.5K +912 +85%
GSWM
233
Golden State Wealth Management
California
$95K +$2.1K +38 +2%
FANJ
234
Financial Architects (New Jersey)
New Jersey
$87K +$3.24K +58 +4%
AIP
235
Ameritas Investment Partners
Nebraska
$87K +$55.7K +1,016 +178%
CT
236
Clearstead Trust
Maine
$86K
DP
237
Denver PWM
Colorado
$79.1K +$79.1K +1,432 New
TCM
238
TD Capital Management
Tennessee
$75K +$221 +4 +0.3%
SCA
239
Stuart Chaussee & Associates
California
$62K
FEG
240
Financial Enhancement Group
Indiana
$61K
MFT
241
Moisand Fitzgerald Tamayo
Florida
$55K
IA
242
IFP Advisors
Florida
$49K +$49K +900 New
HI
243
Hudock Inc
Pennsylvania
$40K +$108 +2 +0.3%
LWA
244
Lenox Wealth Advisors
New York
$39K -$35.5K -638 -48%
ATC
245
Adirondack Trust Company
New York
$37K
Fidelity Investments
246
Fidelity Investments
Massachusetts
$32K +$5.37K +98 +20%
ACA
247
Aptus Capital Advisors
Alabama
$31K +$31K +566 New
MIFH
248
Migdal Insurance & Financial Holdings
Israel
$26K
SSB
249
Sandy Spring Bank
Maryland
$26K
RCA
250
Rowland Carmichael Advisors
Arizona
$26K +$20.4K +366 +366%