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iShares MSCI KLD 400 Social ETF

434 hedge funds and large institutions have $1.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 183 reducing their positions, and 26 closing their positions.

Holders
434
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
6.95%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
33
Increased
127
Reduced
183
Closed
26
Calls
$421K
Puts
Net Calls
+$421K
Net Calls Change
+$156K
Name Market Value Shares Shares
Change
Shares
Change %
KNW
251
Kesler Norman & Wride
Utah
$473K 6,068
GA
252
Geller Advisors
New York
$472K 6,058 -14,628 -71%
FHA
253
Flagship Harbor Advisors
Massachusetts
$451K 5,784 +277 +5%
FCI
254
Financial Counselors Inc
Kansas
$444K 5,689 +65 +1%
HPC
255
HM Payson & Co
Maine
$442K 5,670
PFM
256
Peak Financial Management
Massachusetts
$440K 5,640 -70 -1%
APW
257
Aurora Private Wealth
New Jersey
$438K 5,610 +19 +0.3%
TNBTD
258
Trustmark National Bank Trust Department
Mississippi
$433K 5,555 -271 -5%
CT
259
Cambridge Trust
Massachusetts
$430K 5,515 +195 +4%
RA
260
Rockingstone Advisors
Massachusetts
$412K 5,286
AWA
261
Arete Wealth Advisors
Illinois
$410K 5,256 -197 -4%
LC
262
Lindbrook Capital
California
$405K 5,199 -450 -8%
MSWMA
263
Market Street Wealth Management Advisors
Indiana
$398K 5,105 +446 +10%
EDRIA
264
Edmonds Duncan Registered Investment Advisors
Kansas
$396K 5,083
BC
265
Bartlett & Co
Ohio
$396K 5,073
BCWM
266
Bartlett & Co Wealth Management
Ohio
$396K 5,073
WTC
267
WhitTier Trust Company
Nevada
$393K 5,042 -2,700 -35%
VWM
268
Venturi Wealth Management
Texas
$385K 4,937 -649 -12%
MLA
269
My Legacy Advisors
Oregon
$384K 4,949 -394 -7%
PCM
270
Parsons Capital Management
Rhode Island
$382K 4,900 +115 +2%
CFGS
271
Concourse Financial Group Securities
Alabama
$381K 4,880 +1,223 +33%
CFD
272
Creative Financial Designs
Indiana
$380K 4,878 +460 +10%
MFA
273
Mayflower Financial Advisors
Massachusetts
$379K 4,861 -23 -0.5%
CPRC
274
Consolidated Portfolio Review Corp
New York
$377K 4,835 +4,835 New
CC
275
Callan Capital
California
$374K 4,798