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iShares MSCI KLD 400 Social ETF

422 hedge funds and large institutions have $1.88B invested in iShares MSCI KLD 400 Social ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
7.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
39
Increased
184
Reduced
98
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WDL
276
Well Done LLC
Michigan
$338K
WB
277
WesBanco Bank
West Virginia
$338K +$3.16K +44 +0.9%
Rockefeller Capital Management
278
Rockefeller Capital Management
New York
$338K +$3.37K +47 +1%
WIA
279
World Investment Advisors
California
$337K +$337K +4,276 New
TA
280
Tiedemann Advisors
New York
$324K
JIC
281
Joel Isaacson & Co
New York
$321K
BCM
282
Blume Capital Management
California
$321K
SB
283
Strategic Blueprint
Georgia
$318K +$45.5K +632 +17%
MFG
284
Magnus Financial Group
New York
$317K +$22.8K +317 +8%
EWA
285
EverSource Wealth Advisors
Alabama
$315K +$62.8K +872 +25%
AWP
286
Abacus Wealth Partners
California
$313K
EWA
287
EP Wealth Advisors
California
$312K
TF
288
TIAA FSB
Florida
$310K +$310K +4,308 New
WF
289
WoodTrust Financial
Wisconsin
$305K +$6.4K +89 +2%
Comerica Bank
290
Comerica Bank
Texas
$298K +$119K +1,594 +66%
CAM
291
Close Asset Management
United Kingdom
$295K -$18.7K -260 -6%
FA
292
Flagstar Advisors
New York
$290K -$359 -5 -0.1%
HCM
293
Hengehold Capital Management
Ohio
$289K
BS
294
Banco Santander
Spain
$288K
HBT
295
Hills Bank & Trust
Iowa
$287K
LRIA
296
Leonard Rickey Investment Advisors
Washington
$285K
MYIA
297
Mount Yale Investment Advisors
Colorado
$281K -$95.9K -1,333 -25%
B
298
Bensler
Washington
$276K
CT
299
Cambridge Trust
Massachusetts
$276K -$418K -5,812 -60%
DC
300
DeDora Capital
California
$275K -$73.4K -1,020 -21%