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iShares MSCI KLD 400 Social ETF

459 hedge funds and large institutions have $2.11B invested in iShares MSCI KLD 400 Social ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 159 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+25
Holders Change %
+5.76%
% of All Funds
7.24%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
47
Increased
134
Reduced
159
Closed
20
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
-$404K
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
276
Parsons Capital Management
Rhode Island
$412K
CPRC
277
Consolidated Portfolio Review Corp
New York
$412K +$4.55K +54 +1%
MFA
278
Mayflower Financial Advisors
Massachusetts
$409K
WWG
279
West Wealth Group
California
$406K +$2.36K +28 +0.6%
Renaissance Technologies
280
Renaissance Technologies
New York
$404K +$404K +4,800 New
CC
281
Callan Capital
California
$404K
CC
282
Copperleaf Capital
North Carolina
$401K +$146K +1,730 +57%
TA
283
Tiedemann Advisors
New York
$397K
WS
284
Wedbush Securities
California
$396K
Deutsche Bank
285
Deutsche Bank
Germany
$383K -$8.42K -100 -2%
PA
286
Parkside Advisors
California
$380K +$84 +1 +0%
BW
287
BIP Wealth
Georgia
$378K +$4.21K +50 +1%
BCM
288
Blume Capital Management
California
$376K
JIC
289
Joel Isaacson & Co
New York
$376K
PFS
290
Prospera Financial Services
Texas
$375K
CAG
291
Crestwood Advisors Group
Massachusetts
$368K
MFG
292
Magnus Financial Group
New York
$366K +$757 +9 +0.2%
CFD
293
Creative Financial Designs
Indiana
$364K -$46.6K -553 -11%
GAM
294
Gould Asset Management
California
$362K +$96.4K +1,145 +36%
AG
295
Ascent Group
Virginia
$362K -$22.3K -261 -6%
CS
296
Comerica Securities
Michigan
$359K +$1.01K +12 +0.3%
LIA
297
LifePlan Investment Advisors
North Carolina
$356K +$356K +4,224 New
Citigroup
298
Citigroup
New York
$353K -$10.2K -121 -3%
HCM
299
Hengehold Capital Management
Ohio
$352K
TNBTD
300
Trustmark National Bank Trust Department
Mississippi
$349K -$119K -1,408 -25%