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iShares MSCI KLD 400 Social ETF

434 hedge funds and large institutions have $1.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 183 reducing their positions, and 26 closing their positions.

Holders
434
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
6.95%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
33
Increased
127
Reduced
183
Closed
26
Calls
$421K
Puts
Net Calls
+$421K
Net Calls Change
+$156K
Name Market Value Shares Shares
Change
Shares
Change %
WWG
276
West Wealth Group
California
$374K 4,791 -1,368 -22%
AWM
277
Avior Wealth Management
Nebraska
$373K 4,777 -451 -9%
Rockefeller Capital Management
278
Rockefeller Capital Management
New York
$369K 4,747 +8 +0.2%
TA
279
Tiedemann Advisors
New York
$367K 4,712 +204 +5%
WS
280
Wedbush Securities
California
$367K 4,700 -1,244 -21%
Deutsche Bank
281
Deutsche Bank
Germany
$363K 4,650
AWP
282
Abacus Wealth Partners
California
$360K 4,628 +275 +6%
CW
283
CreativeOne Wealth
Kansas
$358K 4,595 +9 +0.2%
PA
284
Parkside Advisors
California
$352K 4,514 -215 -5%
AG
285
Ascent Group
Virginia
$351K 4,500 -22 -0.5%
BCM
286
Blume Capital Management
California
$348K 4,468
JIC
287
Joel Isaacson & Co
New York
$348K 4,464
PFS
288
Prospera Financial Services
Texas
$348K 4,456 +1,538 +53%
BW
289
BIP Wealth
Georgia
$346K 4,440 +4,440 New
RF
290
Rollins Financial
Georgia
$342K 4,380 +4,380 New
CAG
291
Crestwood Advisors Group
Massachusetts
$341K 4,368
MFG
292
Magnus Financial Group
New York
$339K 4,342 -128 -3%
Citigroup
293
Citigroup
New York
$337K 4,318 +781 +22%
CS
294
Comerica Securities
Michigan
$332K 4,257 +112 +3%
HCM
295
Hengehold Capital Management
Ohio
$326K 4,177 +60 +1%
RA
296
RFG Advisory
Alabama
$322K 4,129 -203 -5%
FFA
297
First Foundation Advisors
California
$322K 4,123
BWM
298
BerganKDV Wealth Management
Minnesota
$321K 4,110 +297 +8%
TF
299
TIAA FSB
Florida
$320K 4,106 -202 -5%
CAM
300
Close Asset Management
United Kingdom
$320K 4,104