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iShares MSCI KLD 400 Social ETF

450 hedge funds and large institutions have $2.1B invested in iShares MSCI KLD 400 Social ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 171 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-9
Holders Change %
-1.96%
% of All Funds
7.17%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
29
Increased
118
Reduced
171
Closed
30
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Shares
Change %
WP
226
WealthShield Partners
North Carolina
$595K -$21K -257 -3%
VWA
227
VERITY Wealth Advisors
United States
$594K -$1.3K -16 -0.2%
Renaissance Technologies
228
Renaissance Technologies
New York
$594K +$203K +2,500 +52%
HBT
229
Hills Bank & Trust
Iowa
$593K -$7.08K -87 -1%
SB
230
Strategic Blueprint
Georgia
$589K -$42.4K -521 -7%
CCA
231
Cobblestone Capital Advisors
New York
$581K
PWAG
232
Polaris Wealth Advisory Group
California
$579K +$9.44K +116 +2%
SWA
233
Stratos Wealth Advisors
Ohio
$578K -$31.7K -389 -5%
PWP
234
Principle Wealth Partners
Connecticut
$574K
AA
235
Addison Advisors
Vermont
$565K
BF
236
Brooklyn FI
New York
$551K
AF
237
Advisornet Financial
Minnesota
$542K +$163 +2 +0%
GIA
238
Goodwin Investment Advisory
Georgia
$537K -$134K -1,651 -20%
Citadel Advisors
239
Citadel Advisors
Florida
$534K -$1.66M -20,352 -76%
KFSC
240
Keystone Financial Services (Colorado)
Colorado
$521K -$18.7K -230 -3%
WFA
241
West Financial Advisors
Iowa
$521K
WWM
242
Western Wealth Management
Colorado
$520K -$44.5K -546 -8%
PFM
243
Peak Financial Management
Massachusetts
$515K -$651 -8 -0.1%
PSCM
244
Per Stirling Capital Management
Texas
$509K
EH
245
Equitable Holdings
New York
$504K -$1.82M -22,381 -78%
KNW
246
Kesler Norman & Wride
Utah
$494K
RF
247
Rollins Financial
Georgia
$491K +$46.8K +575 +11%
WF
248
WoodTrust Financial
Wisconsin
$477K +$40.6K +499 +9%
HPC
249
HM Payson & Co
Maine
$470K
FHA
250
Flagship Harbor Advisors
Massachusetts
$469K -$2.52K -31 -0.5%