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iShares MSCI KLD 400 Social ETF

383 hedge funds and large institutions have $1.68B invested in iShares MSCI KLD 400 Social ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 19 closing their positions.

Holders
383
Holders Change
Holders Change %
0%
% of All Funds
6.73%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
21
Increased
143
Reduced
115
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
276
Hengehold Capital Management
Ohio
$300K
TCOV
277
Trust Company of Vermont
Vermont
$290K -$31.6K -380 -10%
PO
278
Private Ocean
California
$289K
KCA
279
Karn Couzens & Associates
Connecticut
$289K +$11.2K +134 +4%
GIA
280
Goodwin Investment Advisory
Georgia
$287K +$128K +1,545 +80%
AMM
281
American Money Management
California
$285K +$285K +3,420 New
BA
282
Ballew Advisors
Mississippi
$284K
T. Rowe Price Associates
283
T. Rowe Price Associates
Maryland
$284K
JFA
284
JNBA Financial Advisors
Minnesota
$279K
PFO
285
Pathstone Family Office
New Jersey
$278K
ACA
286
Atlas Capital Advisors
Wyoming
$275K
MFG
287
Merit Financial Group
Georgia
$275K
ZAM
288
Zevin Asset Management
Massachusetts
$269K
G
289
GenTrust
Florida
$262K
LNB
290
Ledyard National Bank
$255K
JIC
291
Johnson Investment Counsel
Ohio
$255K
JWBC
292
J.W. Burns & Co
New York
$253K
OPW
293
Oxler Private Wealth
New York
$252K
FCI
294
Financial Counselors Inc
Kansas
$251K -$50.1K -602 -17%
ST
295
Smithfield Trust
Pennsylvania
$251K -$2.9K -35 -1%
GWM
296
Geneos Wealth Management
Colorado
$251K +$135K +1,608 +117%
SIAP
297
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$250K
RDFA
298
Ritter Daniher Financial Advisory
Ohio
$250K
LC
299
Landaas & Company
Wisconsin
$249K -$7.17K -86 -3%
RPC
300
Rossmore Private Capital
Connecticut
$247K