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iShares MSCI KLD 400 Social ETF

450 hedge funds and large institutions have $2.1B invested in iShares MSCI KLD 400 Social ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 171 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-9
Holders Change %
-1.96%
% of All Funds
7.17%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
29
Increased
118
Reduced
171
Closed
30
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
276
Venturi Wealth Management
Texas
$388K -$13.4K -165 -3%
WWG
277
West Wealth Group
California
$386K -$6.11K -75 -2%
TA
278
Tiedemann Advisors
New York
$385K
CA
279
CoreCap Advisors
Michigan
$378K -$20.6K -253 -5%
Deutsche Bank
280
Deutsche Bank
Germany
$370K
PA
281
Parkside Advisors
California
$368K -$981 -12 -0.3%
JIC
282
Joel Isaacson & Co
New York
$363K
PFS
283
Prospera Financial Services
Texas
$363K
Citigroup
284
Citigroup
New York
$362K +$20.4K +250 +6%
GAM
285
Gould Asset Management
California
$361K +$10.9K +134 +3%
WS
286
Wedbush Securities
California
$361K -$21.9K -269 -6%
TNBTD
287
Trustmark National Bank Trust Department
Mississippi
$356K +$18.3K +225 +5%
CAG
288
Crestwood Advisors Group
Massachusetts
$356K
MFG
289
Magnus Financial Group
New York
$354K -$244 -3 -0.1%
HCM
290
Hengehold Capital Management
Ohio
$340K
FFA
291
First Foundation Advisors
California
$336K
CAM
292
Close Asset Management
United Kingdom
$334K
CS
293
Comerica Securities
Michigan
$329K -$20.4K -249 -6%
D
294
Diversified
Delaware
$329K +$733 +9 +0.2%
ATC
295
Argent Trust Co
Tennessee
$327K
WCFA
296
Walkner Condon Financial Advisors
Wisconsin
$322K +$7.73K +95 +2%
RA
297
RFG Advisory
Alabama
$315K -$1.95K -24 -0.6%
TIAA Trust, National Association
298
TIAA Trust, National Association
North Carolina
$315K +$315K +3,866 New
WB
299
WesBanco Bank
West Virginia
$313K +$31.7K +389 +11%
BCM
300
Blume Capital Management
California
$312K -$51.3K -630 -14%