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iShares MSCI KLD 400 Social ETF

259 hedge funds and large institutions have $677M invested in iShares MSCI KLD 400 Social ETF in 2019 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+12
Holders Change %
+4.86%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
32
Increased
100
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DOA
251
D'Orazio & Associates
Virginia
$5K
AWM
252
Avondale Wealth Management
Texas
$4K
MF
253
Manchester Financial
California
$4K +$4K +66 New
RP
254
Rice Partnership
Hawaii
$4K +$4K +70 New
IF
255
Ironwood Financial
Arizona
$2K
LC
256
Lindbrook Capital
California
$2K
Loomis, Sayles & Company
257
Loomis, Sayles & Company
Massachusetts
$1K +$1K +26 New
WIM
258
Westside Investment Management
California
$87 +$87 +1,600 New
AIC
259
Ameritas Investment Company
Nebraska
-$4.02M -76,130 Closed
EB
260
Eastern Bank
Massachusetts
-$2.56M -48,514 Closed
BG
261
Bahl & Gaynor
Ohio
-$424K -8,030 Closed
Northern Trust
262
Northern Trust
Illinois
-$297K -5,636 Closed
COI
263
Capital One Investing
Virginia
-$257K -4,876 Closed
OAM
264
Occidental Asset Management
California
-$253K -4,804 Closed
PPA
265
Parametric Portfolio Associates
Washington
-$207K -3,932 Closed
AA
266
Advisory Alpha
Michigan
-$140K -2,630 Closed
FHB
267
First Hawaiian Bank
Hawaii
-$78K -1,476 Closed
SWM
268
SeaCrest Wealth Management
New York
-$57K -1,074 Closed
IC
269
Inscription Capital
Texas
-$34K -644 Closed
PGA
270
Premia Global Advisors
Florida
-$28K -546 Closed
KPW
271
Kore Private Wealth
New York
-$17K -314 Closed
SWP
272
Strategic Wealth Partners
Ohio
-$10K -178 Closed
DBT
273
Dubuque Bank & Trust
Iowa
-$2K -42 Closed
ADL
274
Asset Dedication LLC
California
-$2K -30 Closed
Geode Capital Management
275
Geode Capital Management
Massachusetts
-$8.72M