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iShares MSCI KLD 400 Social ETF

310 hedge funds and large institutions have $955M invested in iShares MSCI KLD 400 Social ETF in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+18
Holders Change %
+6.16%
% of All Funds
6.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
37
Increased
125
Reduced
71
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAIM
276
Punch & Associates Investment Management
Minnesota
$64K -$5.93K -100 -8%
MPCG
277
Matrix Private Capital Group
New York
$60K
MFT
278
Moisand Fitzgerald Tamayo
Florida
$49K -$5.99K -102 -11%
LWM
279
Liberty Wealth Management
California
$49K
BBA
280
Braun-Bostich & Associates
Pennsylvania
$44K -$636K -10,874 -94%
HI
281
Hudock Inc
Pennsylvania
$44K +$118 +2 +0.3%
ATC
282
Adirondack Trust Company
New York
$41K
SIS
283
SVB Investment Services
Utah
$32K
BDWM
284
Brewin Dolphin Wealth Management
Ireland
$28.3K +$28.3K +480 New
MIFH
285
Migdal Insurance & Financial Holdings
Israel
$28K
SSB
286
Sandy Spring Bank
Maryland
$27K
BA
287
Ballast Advisors
Minnesota
$27K
WP
288
WealthShield Partners
North Carolina
$27K +$12.7K +212 +88%
BWP
289
Baldwin Wealth Partners
Massachusetts
$24K
CWP
290
CFM Wealth Partners
Texas
$21K
HWA
291
HHM Wealth Advisors
Tennessee
$21K +$2.49K +42 +13%
RCA
292
Rowland Carmichael Advisors
Arizona
$20K -$4.29K -72 -18%
DWA
293
Dougherty Wealth Advisers
Minnesota
$18K
KPW
294
Kore Private Wealth
New York
$18K
EIP
295
Ellis Investment Partners
Pennsylvania
$16K
FP
296
Financial Perspectives
Minnesota
$15.7K +$15.7K +266 New
VFA
297
Valeo Financial Advisors
Indiana
$15K
AssetMark Inc
298
AssetMark Inc
California
$13K +$591 +10 +5%
CFG
299
Citizens Financial Group
Rhode Island
$12K +$12K +198 New
CAC
300
Certified Advisory Corp
Florida
$8K