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iShares MSCI KLD 400 Social ETF

420 hedge funds and large institutions have $2.03B invested in iShares MSCI KLD 400 Social ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 181 increasing their positions, 110 reducing their positions, and 34 closing their positions.

Holders
420
Holders Change
-9
Holders Change %
-2.1%
% of All Funds
6.65%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
30
Increased
181
Reduced
110
Closed
34
Calls
$277K
Puts
Net Calls
+$277K
Net Calls Change
-$373K
Name Holding Trade Value Shares
Change
Shares
Change %
AWG
226
Altus Wealth Group
Colorado
$652K +$87 +1 +0%
BlackRock
227
BlackRock
New York
$650K -$3.21M -37,087 -83%
HGWM
228
Horst & Graben Wealth Management
Oregon
$650K +$650K +7,502 New
Citadel Advisors
229
Citadel Advisors
Florida
$650K +$650K +7,505 New
MFW
230
Meristem Family Wealth
Minnesota
$646K -$62.7K -724 -9%
GDP
231
Great Diamond Partners
Maine
$639K -$346K -3,995 -35%
WP
232
WealthShield Partners
North Carolina
$626K -$450K -5,196 -42%
CCA
233
Cobblestone Capital Advisors
New York
$618K
BF
234
Brooklyn FI
New York
$592K
TNBTD
235
Trustmark National Bank Trust Department
Mississippi
$589K +$161K +1,855 +38%
PWM
236
Perigon Wealth Management
California
$567K +$19.2K +222 +4%
WFA
237
West Financial Advisors
Iowa
$559K +$1.3K +15 +0.2%
GIA
238
Goodwin Investment Advisory
Georgia
$559K +$295K +3,434 +112%
AF
239
Advisornet Financial
Minnesota
$556K +$66.2K +764 +14%
PWAG
240
Polaris Wealth Advisory Group
California
$553K -$31K -362 -5%
OPA
241
Old Port Advisors
Maine
$550K -$32.9K -379 -6%
KLI
242
Kelman-Lazarov Inc
Tennessee
$546K +$20.2K +233 +4%
EFG
243
Erickson Financial Group
Pennsylvania
$544K +$544K +6,279 New
KNW
244
Kesler Norman & Wride
Utah
$532K
TIA
245
Traphagen Investment Advisors
New Jersey
$514K +$173K +2,001 +51%
VWA
246
VERITY Wealth Advisors
United States
$513K
FFA
247
First Foundation Advisors
California
$493K
APW
248
Aurora Private Wealth
New Jersey
$492K +$1.21K +14 +0.2%
FFG
249
Frisch Financial Group
New York
$490K +$1.13K +13 +0.2%
LC
250
Lindbrook Capital
California
$489K