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iShares MSCI KLD 400 Social ETF

383 hedge funds and large institutions have $1.68B invested in iShares MSCI KLD 400 Social ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 19 closing their positions.

Holders
383
Holders Change
Holders Change %
0%
% of All Funds
6.73%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
21
Increased
143
Reduced
115
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TA
251
Tiedemann Advisors
New York
$375K -$141K -1,700 -27%
EDRIA
252
Edmonds Duncan Registered Investment Advisors
Kansas
$373K
CAM
253
Close Asset Management
United Kingdom
$363K
BCM
254
BlueCrest Capital Management
Jersey
$362K -$841K -10,120 -70%
PA
255
Prism Advisors
California
$362K -$10.7K -129 -3%
CFSG
256
Community Financial Services Group
Vermont
$358K -$1.5K -18 -0.4%
CFS
257
CRA Financial Services
New Jersey
$356K
APA
258
American Portfolios Advisors
New York
$346K +$4.66K +56 +1%
RWA
259
Redhawk Wealth Advisors
Minnesota
$345K +$345K +4,149 New
AWM
260
AE Wealth Management
Kansas
$339K +$56.1K +675 +20%
BS
261
Banco Santander
Spain
$332K -$133K -1,600 -29%
HBT
262
Hills Bank & Trust
Iowa
$332K
TIA
263
Traphagen Investment Advisors
New Jersey
$327K
OWA
264
One Wealth Advisors
California
$327K -$325K -3,902 -50%
PFM
265
Peak Financial Management
Massachusetts
$326K +$22K +265 +7%
FA
266
Flagstar Advisors
New York
$326K +$326K +3,916 New
BWM
267
BerganKDV Wealth Management
Minnesota
$317K
WF
268
WoodTrust Financial
Wisconsin
$314K -$47.2K -567 -13%
LRIA
269
Leonard Rickey Investment Advisors
Washington
$314K
RFC
270
Regions Financial Corp
Alabama
$314K
AC
271
Abbrea Capital
California
$311K
AWA
272
Arete Wealth Advisors
Illinois
$303K -$1.26K -15 -0.4%
SWPG
273
Strategic Wealth Partners Group
Illinois
$303K +$303K +3,636 New
GAM
274
Gould Asset Management
California
$301K
BA
275
Bridgewater Advisors
New York
$300K -$23.7K -284 -7%