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iShares MSCI KLD 400 Social ETF

321 hedge funds and large institutions have $1.08B invested in iShares MSCI KLD 400 Social ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 21 closing their positions.

Holders
321
Holders Change
+11
Holders Change %
+3.55%
% of All Funds
6.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
35
Increased
120
Reduced
80
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JFA
251
JNBA Financial Advisors
Minnesota
$210K 1,638
MFG
252
Merit Financial Group
Georgia
$209K 1,635 +1,635 New
JIC
253
Johnson Investment Counsel
Ohio
$205K 1,603 +1,603 New
FTUS
254
Flow Traders U.S.
New York
$201K 1,570 +1,570 New
SIAP
255
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$192K 1,500 -456 -23%
SFSG
256
Stearns Financial Services Group
North Carolina
$179K 1,399 +5 +0.4%
NFG
257
Next Financial Group
Texas
$178K 1,388 +1,388 New
Bessemer Group
258
Bessemer Group
New Jersey
$175K 1,366
CFD
259
Creative Financial Designs
Indiana
$162K 1,269 +1,269 New
FCM
260
Firestone Capital Management
Florida
$151K 1,178
WCG
261
Weaver Consulting Group
California
$146K 1,140
FWM
262
Focused Wealth Management
New York
$134K 1,047 -84 -7%
PP
263
PrairieView Partners
Minnesota
$134K 1,046
Fidelity Investments
264
Fidelity Investments
Massachusetts
$134K 1,048 +242 +30%
AWM
265
AllSquare Wealth Management
New York
$132K 1,034
HR
266
Howe & Rusling
New York
$130K 1,019 -56 -5%
LWCFA
267
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$126K 985 -395 -29%
FDCDDQ
268
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124K 970 -210 -18%
AF
269
Affiance Financial
Minnesota
$123K 964
BA
270
Bristlecone Advisors
Washington
$123K 960 +960 New
FWP
271
FAS Wealth Partners
Kansas
$121K 946 +5 +0.5%
FHA
272
Flagship Harbor Advisors
Massachusetts
$107K 837
CT
273
Clearstead Trust
Maine
$99K 772
BWA
274
Burt Wealth Advisors
Maryland
$96K 750 +750 New
RG
275
Retirement Group
California
$92K 717