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iShares MSCI KLD 400 Social ETF

420 hedge funds and large institutions have $2.03B invested in iShares MSCI KLD 400 Social ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 181 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-9
Holders Change %
-2.1%
% of All Funds
6.65%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
30
Increased
181
Reduced
110
Closed
34
Calls
$277K
Puts
Net Calls
+$277K
Net Calls Change
-$373K
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
276
Close Asset Management
United Kingdom
$405K
PCM
277
Parsons Capital Management
Rhode Island
$404K -$2.6K -30 -0.6%
WB
278
WesBanco Bank
West Virginia
$404K -$87 -1 -0%
Rockefeller Capital Management
279
Rockefeller Capital Management
New York
$403K -$49.4K -572 -11%
GSWM
280
Golden State Wealth Management
California
$396K +$347 +4 +0.1%
PPW
281
Parcion Private Wealth
Washington
$392K -$1.04M -12,020 -73%
TA
282
Tiedemann Advisors
New York
$391K
EDRIA
283
Edmonds Duncan Registered Investment Advisors
Kansas
$388K
BCM
284
Blume Capital Management
California
$387K
WS
285
Wedbush Securities
California
$378K -$169K -1,955 -31%
AWP
286
Abacus Wealth Partners
California
$377K +$433 +5 +0.1%
EWA
287
EP Wealth Advisors
California
$375K -$29.7K -343 -7%
CFS
288
CRA Financial Services
New Jersey
$370K
JIC
289
Joel Isaacson & Co
New York
$369K +$369K +4,464 New
WF
290
WoodTrust Financial
Wisconsin
$360K -$54.8K -632 -13%
MFG
291
Magnus Financial Group
New York
$354K +$354K +4,090 New
FA
292
Flagstar Advisors
New York
$350K +$15.8K +183 +5%
HCM
293
Hengehold Capital Management
Ohio
$348K +$12.1K +140 +4%
HBT
294
Hills Bank & Trust
Iowa
$346K
BS
295
Banco Santander
Spain
$346K
SWM
296
SigFig Wealth Management
California
$345K +$231K +5,533 +204%
LRIA
297
Leonard Rickey Investment Advisors
Washington
$343K +$16.5K +191 +5%
PFM
298
Peak Financial Management
Massachusetts
$338K +$20.4K +235 +6%
RWA
299
Redhawk Wealth Advisors
Minnesota
$334K -$71.2K -821 -18%
B
300
Bensler
Washington
$333K