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iShares MSCI KLD 400 Social ETF

434 hedge funds and large institutions have $1.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 183 reducing their positions, and 26 closing their positions.

Holders
434
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
6.95%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
33
Increased
127
Reduced
183
Closed
26
Calls
$421K
Puts
Net Calls
+$421K
Net Calls Change
+$156K
Name Market Value Shares Shares
Change
Shares
Change %
VWA
226
VERITY Wealth Advisors
United States
$570K 7,315
AIM
227
Acropolis Investment Management
Missouri
$569K 7,296 -280 -4%
ZCI
228
Zevenbergen Capital Investments
Washington
$566K 7,262 +2,235 +44%
B
229
Bensler
Washington
$565K 7,245 +48 +0.7%
WP
230
WealthShield Partners
North Carolina
$565K 7,239 -56 -0.8%
CCA
231
Cobblestone Capital Advisors
New York
$557K 7,140
MYIA
232
Mount Yale Investment Advisors
Colorado
$555K 7,116 +661 +10%
OBWG
233
Onyx Bridge Wealth Group
New York
$554K 7,103 +561 +9%
PWP
234
Principle Wealth Partners
Connecticut
$551K 7,068 -45 -0.6%
ECM
235
Evergreen Capital Management
Washington
$551K 7,063 -375 -5%
AWG
236
Altus Wealth Group
Colorado
$551K 7,063 -210 -3%
HI
237
Harbour Investments
Wisconsin
$546K 6,995 +533 +8%
AA
238
Addison Advisors
Vermont
$541K 6,941
AF
239
Advisornet Financial
Minnesota
$536K 6,869 -2,878 -30%
PWAG
240
Polaris Wealth Advisory Group
California
$529K 6,777 -252 -4%
WF
241
WoodTrust Financial
Wisconsin
$526K 6,747
CAM
242
Cresset Asset Management
Illinois
$518K 6,645 +6,645 New
PSCM
243
Per Stirling Capital Management
Texas
$517K 6,632 +416 +7%
KFSC
244
Keystone Financial Services (Colorado)
Colorado
$517K 6,626 -224 -3%
WWM
245
Western Wealth Management
Colorado
$516K 6,621 -164 -2%
1832 Asset Management
246
1832 Asset Management
Ontario, Canada
$515K 6,600 +6,600 New
PBO
247
Peoples Bank (Ohio)
Ohio
$515K 6,598 -303 -4%
AWM
248
Apollon Wealth Management
South Carolina
$514K 6,587 +2,833 +75%
WFA
249
West Financial Advisors
Iowa
$502K 6,436 -123 -2%
ACA
250
Aptus Capital Advisors
Alabama
$480K 6,160 +4,216 +217%