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iShares MSCI KLD 400 Social ETF

383 hedge funds and large institutions have $1.6B invested in iShares MSCI KLD 400 Social ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 147 increasing their positions, 113 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+12
Holders Change %
+3.23%
% of All Funds
6.69%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
29
Increased
147
Reduced
113
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JFA
276
JNBA Financial Advisors
Minnesota
$278K
NFG
277
Next Financial Group
Texas
$278K +$101K +1,217 +57%
PFO
278
Pathstone Family Office
New Jersey
$277K
APW
279
Austin Private Wealth
Texas
$276K -$176K -2,127 -39%
KCA
280
Karn Couzens & Associates
Connecticut
$276K +$56.4K +682 +26%
MFG
281
Merit Financial Group
Georgia
$274K +$2.74K +33 +1%
ACA
282
Atlas Capital Advisors
Wyoming
$274K
PAM
283
Premier Asset Management
Illinois
$273K +$273K +3,300 New
ACA
284
Aptus Capital Advisors
Alabama
$268K -$4.48K -54 -2%
ZAM
285
Zevin Asset Management
Massachusetts
$267K +$7.03K +85 +3%
G
286
GenTrust
Florida
$261K -$64.6K -780 -20%
LC
287
Landaas & Company
Wisconsin
$255K +$581 +7 +0.2%
ST
288
Smithfield Trust
Pennsylvania
$254K -$287K -3,463 -53%
JIC
289
Johnson Investment Counsel
Ohio
$254K
LNB
290
Ledyard National Bank
$253K
JWBC
291
J.W. Burns & Co
New York
$252K
OPW
292
Oxler Private Wealth
New York
$251K
AWM
293
Affinity Wealth Management
Delaware
$249K
SIAP
294
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$248K
RDFA
295
Ritter Daniher Financial Advisory
Ohio
$248K
RPC
296
Rossmore Private Capital
Connecticut
$246K
PTC
297
Private Trust Company
Ohio
$242K
PCG
298
Private Capital Group
Connecticut
$239K +$8.87K +107 +4%
FWP
299
FAS Wealth Partners
Kansas
$234K +$72.6K +876 +45%
PIA
300
Perennial Investment Advisors
California
$233K +$3.72K +45 +2%