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iShares MSCI KLD 400 Social ETF

302 hedge funds and large institutions have $895M invested in iShares MSCI KLD 400 Social ETF in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+34
Holders Change %
+12.69%
% of All Funds
5.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
51
Increased
126
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
276
Aptus Capital Advisors
Alabama
$38K +$4.71K +80 +14%
SIS
277
SVB Investment Services
Utah
$33K +$33K +548 New
RCA
278
Rowland Carmichael Advisors
Arizona
$30K +$1.82K +30 +6%
IFWM
279
Institute for Wealth Management
Colorado
$29K +$29K +482 New
MIFH
280
Migdal Insurance & Financial Holdings
Israel
$28K
SSB
281
Sandy Spring Bank
Maryland
$28K
BA
282
Ballast Advisors
Minnesota
$27K +$27K +450 New
CAM
283
Close Asset Management
United Kingdom
$25K
BWP
284
Baldwin Wealth Partners
Massachusetts
$24K
CWP
285
CFM Wealth Partners
Texas
$22K +$22K +360 New
DWA
286
Dougherty Wealth Advisers
Minnesota
$20K
KPW
287
Kore Private Wealth
New York
$19K +$19K +314 New
EIP
288
Ellis Investment Partners
Pennsylvania
$16K -$2.02K -34 -11%
VFA
289
Valeo Financial Advisors
Indiana
$16K +$16K +260 New
PA
290
PSI Advisors
Florida
$15K +$15K +248 New
SAM
291
S.A. Mason
Michigan
$12K +$12K +200 New
JSC
292
Jackson Square Capital
California
$11K +$11K +180 New
CAC
293
Certified Advisory Corp
Florida
$8K
KTC
294
Kistler-Tiffany Companies
Pennsylvania
$8K +$8K +126 New
DOA
295
D'Orazio & Associates
Virginia
$6K
BFEC
296
Benjamin F. Edwards & Company
Missouri
$5K
RP
297
Rice Partnership
Hawaii
$4K -$114 -2 -3%
LAS
298
Lloyd Advisory Services
Georgia
$3K +$3K +44 New
IF
299
Ironwood Financial
Arizona
$2K
LC
300
Lindbrook Capital
California
$2K