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iShares MSCI KLD 400 Social ETF

459 hedge funds and large institutions have $2.11B invested in iShares MSCI KLD 400 Social ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 159 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+25
Holders Change %
+5.76%
% of All Funds
7.24%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
47
Increased
134
Reduced
159
Closed
20
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
-$404K
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
251
Peak Financial Management
Massachusetts
$533K +$58.1K +690 +12%
PSCM
252
Per Stirling Capital Management
Texas
$526K -$32K -380 -6%
KNW
253
Kesler Norman & Wride
Utah
$511K
ACA
254
Aptus Capital Advisors
Alabama
$489K -$29.5K -351 -6%
FHA
255
Flagship Harbor Advisors
Massachusetts
$488K +$758 +9 +0.2%
HPC
256
HM Payson & Co
Maine
$486K +$8.42K +100 +2%
EI
257
Ellevest Inc
New York
$482K +$482K +5,728 New
FFG
258
Frisch Financial Group
New York
$482K +$482K +5,727 New
APW
259
Aurora Private Wealth
New Jersey
$473K +$1.09K +13 +0.2%
TIA
260
Traphagen Investment Advisors
New Jersey
$460K -$196K -2,328 -30%
RF
261
Rollins Financial
Georgia
$460K +$90.9K +1,080 +25%
FCI
262
Financial Counselors Inc
Kansas
$455K -$23.8K -283 -5%
GA
263
Geller Advisors
New York
$454K -$56.1K -666 -11%
Members Trust
264
Members Trust
Florida
$454K +$454K +5,391 New
WF
265
WoodTrust Financial
Wisconsin
$451K -$116K -1,384 -21%
RA
266
Rockingstone Advisors
Massachusetts
$445K
WTC
267
WhitTier Trust Company
Nevada
$436K +$12K +142 +3%
CFGS
268
Concourse Financial Group Securities
Alabama
$428K +$17.3K +206 +4%
EDRIA
269
Edmonds Duncan Registered Investment Advisors
Kansas
$428K
BC
270
Bartlett & Co
Ohio
$427K
BCWM
271
Bartlett & Co Wealth Management
Ohio
$427K
LC
272
Lindbrook Capital
California
$425K -$12.6K -150 -3%
MSWMA
273
Market Street Wealth Management Advisors
Indiana
$418K -$11.2K -133 -3%
VWM
274
Venturi Wealth Management
Texas
$416K
CA
275
CoreCap Advisors
Michigan
$413K +$413K +4,902 New