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iShares MSCI KLD 400 Social ETF

355 hedge funds and large institutions have $1.33B invested in iShares MSCI KLD 400 Social ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 139 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+34
Holders Change %
+10.59%
% of All Funds
6.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
64
Increased
139
Reduced
81
Closed
23
Calls
Puts
$281K
Net Calls
-$281K
Net Calls Change
-$281K
Name Holding Trade Value Shares
Change
Shares
Change %
OPW
276
Oxler Private Wealth
New York
$217K +$217K +3,040 New
KPWG
277
KFA Private Wealth Group
Virginia
$216K +$216K +3,016 New
SIAP
278
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$215K
AWM
279
Affinity Wealth Management
Delaware
$215K +$215K +2,960 New
RDFA
280
Ritter Daniher Financial Advisory
Ohio
$215K +$215K +3,000 New
PTC
281
Private Trust Company
Ohio
$208K -$50.4K -708 -20%
CFD
282
Creative Financial Designs
Indiana
$191K +$9.71K +136 +5%
FCM
283
Firestone Capital Management
Florida
$169K
Bessemer Group
284
Bessemer Group
New Jersey
$162K -$33.1K -464 -17%
SWM
285
Sugarloaf Wealth Management
Georgia
$157K +$157K +2,192 New
NFG
286
Next Financial Group
Texas
$154K -$45.1K -629 -23%
PP
287
PrairieView Partners
Minnesota
$150K
FWM
288
Focused Wealth Management
New York
$150K +$143 +2 +0.1%
Fidelity Investments
289
Fidelity Investments
Massachusetts
$147K -$3.01K -42 -2%
HR
290
Howe & Rusling
New York
$146K
FDCDDQ
291
Federation des caisses Desjardins du Quebec
Quebec, Canada
$139K
AF
292
Affiance Financial
Minnesota
$138K
FWP
293
FAS Wealth Partners
Kansas
$136K +$501 +7 +0.4%
CT
294
Clearstead Trust
Maine
$136K +$25.9K +364 +24%
AWM
295
AllSquare Wealth Management
New York
$125K -$22.7K -318 -15%
AssetMark Inc
296
AssetMark Inc
California
$125K +$31.7K +444 +34%
IA
297
IFP Advisors
Florida
$116K +$26.3K +369 +29%
D
298
Diversified
Delaware
$114K +$114K +1,199 New
BBHBI
299
B, B, H, & B Inc
Alabama
$111K +$111K +1,554 New
BWA
300
Burt Wealth Advisors
Maryland
$107K