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iShares MSCI KLD 400 Social ETF

355 hedge funds and large institutions have $1.33B invested in iShares MSCI KLD 400 Social ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 139 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+34
Holders Change %
+10.59%
% of All Funds
6.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
64
Increased
139
Reduced
81
Closed
23
Calls
Puts
$281K
Net Calls
-$281K
Net Calls Change
-$281K
Name Holding Trade Value Shares
Change
Shares
Change %
DJSG
226
D.J. St. Germain
Massachusetts
$328K +$89K +1,242 +37%
WFA
227
West Financial Advisors
Iowa
$326K +$326K +4,557 New
Rockefeller Capital Management
228
Rockefeller Capital Management
New York
$325K -$21.4K -300 -6%
OWA
229
One Wealth Advisors
California
$323K +$323K +4,518 New
PWP
230
Principle Wealth Partners
Connecticut
$322K +$322K +4,497 New
WCFA
231
Walkner Condon Financial Advisors
Wisconsin
$318K +$318K +4,442 New
EWA
232
EP Wealth Advisors
California
$315K +$58.4K +816 +23%
WTC
233
WhitTier Trust Company
Nevada
$315K +$70.7K +990 +29%
CAM
234
Close Asset Management
United Kingdom
$312K
LWA
235
Lenox Wealth Advisors
New York
$310K +$13.7K +192 +5%
EDRIA
236
Edmonds Duncan Registered Investment Advisors
Kansas
$310K +$22.9K +303 +8%
GSWM
237
Golden State Wealth Management
California
$296K +$296K +4,139 New
HBT
238
Hills Bank & Trust
Iowa
$293K
LRIA
239
Leonard Rickey Investment Advisors
Washington
$292K
AG
240
Appleton Group
Wisconsin
$289K +$43K +602 +18%
WF
241
WoodTrust Financial
Wisconsin
$281K -$21.3K -298 -7%
TIA
242
Traphagen Investment Advisors
New Jersey
$278K -$572 -8 -0.2%
PFM
243
Peak Financial Management
Massachusetts
$275K +$2.86K +40 +1%
BWM
244
BerganKDV Wealth Management
Minnesota
$273K -$72 -1 -0%
GAM
245
Gould Asset Management
California
$272K -$10K -140 -4%
MA
246
MUFG Americas
New York
$272K
PA
247
Prism Advisors
California
$271K +$12K +168 +5%
GW
248
GW & Wade
Massachusetts
$270K +$270K +3,769 New
VPIM
249
Vanguard Personalized Indexing Management
California
$269K
FCI
250
Financial Counselors Inc
Kansas
$269K