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iShares MSCI KLD 400 Social ETF

459 hedge funds and large institutions have $2.11B invested in iShares MSCI KLD 400 Social ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 159 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+25
Holders Change %
+5.76%
% of All Funds
7.24%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
47
Increased
134
Reduced
159
Closed
20
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
-$404K
Name Holding Trade Value Shares
Change
Shares
Change %
SB
226
Strategic Blueprint
Georgia
$653K
FFA
227
Farther Finance Advisors
California
$651K -$17.3K -206 -3%
RBC
228
Romano Brothers & Co
Illinois
$648K -$202K -2,400 -24%
BCM
229
Brookstone Capital Management
Illinois
$639K -$1.79M -21,464 -74%
WP
230
WealthShield Partners
North Carolina
$635K +$25.4K +302 +4%
SWA
231
Stratos Wealth Advisors
Ohio
$631K -$3.79K -45 -0.6%
WCWM
232
Willow Creek Wealth Management
California
$628K -$168 -2 -0%
CT
233
Cambridge Trust
Massachusetts
$626K +$162K +1,921 +35%
HBT
234
Hills Bank & Trust
Iowa
$620K
OWM
235
Opes Wealth Management
California
$618K +$618K +7,344 New
VWA
236
VERITY Wealth Advisors
United States
$616K
CCA
237
Cobblestone Capital Advisors
New York
$601K
PWP
238
Principle Wealth Partners
Connecticut
$593K -$1.77K -21 -0.3%
ZCI
239
Zevenbergen Capital Investments
Washington
$591K -$20.1K -239 -3%
B
240
Bensler
Washington
$589K -$20.4K -242 -3%
PWAG
241
Polaris Wealth Advisory Group
California
$589K +$18.5K +220 +3%
AA
242
Addison Advisors
Vermont
$584K
WWM
243
Western Wealth Management
Colorado
$583K +$25.9K +308 +5%
BF
244
Brooklyn FI
New York
$570K -$4.88K -58 -0.8%
DIA
245
Dana Investment Advisors
Wisconsin
$567K +$567K +6,734 New
AF
246
Advisornet Financial
Minnesota
$560K -$17.9K -213 -3%
KFSC
247
Keystone Financial Services (Colorado)
Colorado
$558K +$168 +2 +0%
MCCP
248
Mission Creek Capital Partners
California
$557K +$557K +6,617 New
PBO
249
Peoples Bank (Ohio)
Ohio
$544K -$11.3K -134 -2%
WFA
250
West Financial Advisors
Iowa
$538K -$3.28K -39 -0.6%