DSI icon

iShares MSCI KLD 400 Social ETF

450 hedge funds and large institutions have $2.1B invested in iShares MSCI KLD 400 Social ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 171 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-9
Holders Change %
-1.96%
% of All Funds
7.17%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
29
Increased
118
Reduced
171
Closed
30
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Shares
Change %
EI
251
Ellevest Inc
New York
$466K
FFG
252
Frisch Financial Group
New York
$466K
PBO
253
Peoples Bank (Ohio)
Ohio
$463K -$63.2K -776 -12%
APW
254
Aurora Private Wealth
New Jersey
$458K
ACA
255
Aptus Capital Advisors
Alabama
$453K -$19.9K -244 -4%
TIA
256
Traphagen Investment Advisors
New Jersey
$445K
GA
257
Geller Advisors
New York
$441K
FCI
258
Financial Counselors Inc
Kansas
$440K
Members Trust
259
Members Trust
Florida
$439K
CFGS
260
Concourse Financial Group Securities
Alabama
$437K +$21.8K +267 +5%
RA
261
Rockingstone Advisors
Massachusetts
$430K
ZCI
262
Zevenbergen Capital Investments
Washington
$426K -$146K -1,788 -25%
WTC
263
WhitTier Trust Company
Nevada
$422K
BC
264
Bartlett & Co
Ohio
$415K
BCWM
265
Bartlett & Co Wealth Management
Ohio
$415K
EDRIA
266
Edmonds Duncan Registered Investment Advisors
Kansas
$414K
LC
267
Lindbrook Capital
California
$410K -$814 -10 -0.2%
CPRC
268
Consolidated Portfolio Review Corp
New York
$403K +$4.97K +61 +1%
AWG
269
Altus Wealth Group
Colorado
$401K -$244K -2,997 -38%
PCM
270
Parsons Capital Management
Rhode Island
$399K
MSWMA
271
Market Street Wealth Management Advisors
Indiana
$397K -$7.98K -98 -2%
CC
272
Copperleaf Capital
North Carolina
$392K +$4.8K +59 +1%
CC
273
Callan Capital
California
$391K
MFA
274
Mayflower Financial Advisors
Massachusetts
$390K -$5.86K -72 -1%
AG
275
Ascent Group
Virginia
$389K +$39.6K +481 +11%