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iShares MSCI KLD 400 Social ETF

321 hedge funds and large institutions have $1.08B invested in iShares MSCI KLD 400 Social ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+11
Holders Change %
+3.55%
% of All Funds
6.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
35
Increased
120
Reduced
80
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TIA
226
Traphagen Investment Advisors
New Jersey
$249K +$17.8K +278 +8%
BWM
227
BerganKDV Wealth Management
Minnesota
$244K +$128 +2 +0.1%
PFM
228
Peak Financial Management
Massachusetts
$244K +$244K +3,808 New
MA
229
MUFG Americas
New York
$243K
EDRIA
230
Edmonds Duncan Registered Investment Advisors
Kansas
$243K
FCI
231
Financial Counselors Inc
Kansas
$241K +$2.95K +46 +1%
TCOV
232
Trust Company of Vermont
Vermont
$240K -$4.73K -74 -2%
VPIM
233
Vanguard Personalized Indexing Management
California
$240K +$240K +3,754 New
EFSCE
234
Enterprise Financial Services Corp (EFSC)
Missouri
$239K -$25.6K -400 -10%
AC
235
Abbrea Capital
California
$239K
PCA
236
Personal Capital Advisors
California
$236K -$35.2K -550 -13%
HCA
237
Heck Capital Advisors
Wisconsin
$236K +$3.46K +54 +1%
PTC
238
Private Trust Company
Ohio
$232K
ACA
239
Aptus Capital Advisors
Alabama
$232K +$101K +1,586 +78%
PA
240
Prism Advisors
California
$231K -$166K -2,598 -42%
RFC
241
Regions Financial Corp
Alabama
$230K
EWA
242
EP Wealth Advisors
California
$229K +$229K +3,584 New
AWA
243
Arete Wealth Advisors
Illinois
$227K +$1.28K +20 +0.6%
SFA
244
Sequoia Financial Advisors
Ohio
$221K
LSA
245
Lion Street Advisors
Texas
$221K +$221K +3,420 New
AG
246
Appleton Group
Wisconsin
$220K +$220K +3,440 New
WTC
247
WhitTier Trust Company
Nevada
$219K
BA
248
Ballew Advisors
Mississippi
$216K +$216K +3,328 New
DJSG
249
D.J. St. Germain
Massachusetts
$213K +$213K +3,336 New
ACA
250
Atlas Capital Advisors
Wyoming
$212K