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iShares MSCI KLD 400 Social ETF

417 hedge funds and large institutions have $1.75B invested in iShares MSCI KLD 400 Social ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 154 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
-5
Holders Change %
-1.18%
% of All Funds
7.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
29
Increased
154
Reduced
121
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CW
276
CreativeOne Wealth
Kansas
$307K -$209K -3,116 -40%
I
277
IMPACTfolio
Colorado
$305K +$305K +4,561 New
TA
278
Tiedemann Advisors
New York
$302K
BCM
279
Blume Capital Management
California
$299K
JIC
280
Joel Isaacson & Co
New York
$299K
MFG
281
Magnus Financial Group
New York
$299K +$4.21K +63 +1%
AWA
282
Arete Wealth Advisors
Illinois
$297K -$218K -3,247 -42%
CFD
283
Creative Financial Designs
Indiana
$296K +$141K +2,110 +92%
AWP
284
Abacus Wealth Partners
California
$292K
TF
285
TIAA FSB
Florida
$289K
EWA
286
EverSource Wealth Advisors
Alabama
$283K -$10.4K -155 -4%
APA
287
American Portfolios Advisors
New York
$283K -$74.9K -1,118 -21%
MSWMA
288
Market Street Wealth Management Advisors
Indiana
$280K -$2.27M -33,889 -89%
Comerica Bank
289
Comerica Bank
Texas
$280K
BFG
290
Beacon Financial Group
Texas
$279K +$279K +4,101 New
SFMG
291
Sage Financial Management Group
Virginia
$278K -$66.4K -990 -19%
HCM
292
Hengehold Capital Management
Ohio
$276K +$6.7K +100 +2%
CAM
293
Close Asset Management
United Kingdom
$275K
LWA
294
Lowe Wealth Advisors
Maryland
$272K -$53.5K -800 -16%
FA
295
Flagstar Advisors
New York
$271K +$201 +3 +0.1%
RA
296
RFG Advisory
Alabama
$271K +$85.5K +1,200 +46%
TCA
297
Transcend Capital Advisors
New Jersey
$270K +$33.8K +504 +14%
BS
298
Banco Santander
Spain
$268K
HBT
299
Hills Bank & Trust
Iowa
$267K
LRIA
300
Leonard Rickey Investment Advisors
Washington
$265K