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iShares MSCI KLD 400 Social ETF

503 hedge funds and large institutions have $2.66B invested in iShares MSCI KLD 400 Social ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 148 increasing their positions, 198 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+11
Holders Change %
+2.24%
% of All Funds
7.29%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
46
Increased
148
Reduced
198
Closed
22
Calls
$302K
Puts
$40K
Net Calls
+$262K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Shares
Change %
FCI
251
Financial Counselors Inc
Kansas
$643K -$2.32K -23 -0.4%
PFM
252
Peak Financial Management
Massachusetts
$634K -$2.02K -20 -0.3%
AF
253
Advisornet Financial
Minnesota
$630K -$44K -436 -7%
AL
254
Aspiriant LLC
California
$629K +$629K +6,238 New
BF
255
Brooklyn FI
New York
$626K -$56.5K -560 -8%
KNW
256
Kesler Norman & Wride
Utah
$612K
RFA
257
Rollins Financial Advisors
New York
$608K
FHA
258
Flagship Harbor Advisors
Massachusetts
$604K +$1.11K +11 +0.2%
TRCT
259
Tower Research Capital (TRC)
New York
$601K +$565K +5,601 +1,565%
MFIM
260
Mesirow Financial Investment Management
Illinois
$585K -$65.9K -654 -10%
FFG
261
Frisch Financial Group
New York
$583K +$1.41K +14 +0.2%
WWM
262
Western Wealth Management
Colorado
$582K -$11.2K -111 -2%
HPC
263
HM Payson & Co
Maine
$582K
CC
264
Copperleaf Capital
North Carolina
$573K +$6.96K +69 +1%
APW
265
Aurora Private Wealth
New Jersey
$572K +$1.41K +14 +0.2%
TIA
266
Traphagen Investment Advisors
New Jersey
$568K +$15.5K +154 +3%
WWG
267
West Wealth Group
California
$554K -$27.6K -274 -5%
BCWM
268
Bartlett & Co Wealth Management
Ohio
$551K +$25.2K +250 +5%
MBT
269
Montecito Bank & Trust
California
$549K +$549K +5,443 New
Members Trust
270
Members Trust
Florida
$542K -$1.71K -17 -0.3%
VWM
271
Venturi Wealth Management
Texas
$529K -$57.6K -571 -10%
WTC
272
WhitTier Trust Company
Nevada
$523K
AA
273
Addison Advisors
Vermont
$517K -$34.6K -343 -6%
LC
274
Lindbrook Capital
California
$508K
FCG
275
Fielder Capital Group
Tennessee
$501K -$277K -2,748 -36%