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iShares MSCI KLD 400 Social ETF

503 hedge funds and large institutions have $2.66B invested in iShares MSCI KLD 400 Social ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 148 increasing their positions, 198 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+11
Holders Change %
+2.24%
% of All Funds
7.29%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
46
Increased
148
Reduced
198
Closed
22
Calls
$302K
Puts
$40K
Net Calls
+$262K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Shares
Change %
AWG
276
Altus Wealth Group
Colorado
$497K
PCM
277
Parsons Capital Management
Rhode Island
$495K
TIAA Trust, National Association
278
TIAA Trust, National Association
North Carolina
$493K -$25.2K -250 -5%
EDRIA
279
Edmonds Duncan Registered Investment Advisors
Kansas
$492K -$20.2K -200 -4%
GA
280
Geller Advisors
New York
$491K -$52.9K -525 -10%
BFG
281
Buttonwood Financial Group
Missouri
$484K +$109K +1,082 +29%
CC
282
Callan Capital
California
$484K
MFA
283
Mayflower Financial Advisors
Massachusetts
$483K
LIA
284
LifePlan Investment Advisors
North Carolina
$480K +$706 +7 +0.1%
RA
285
Rockingstone Advisors
Massachusetts
$476K -$16.1K -160 -3%
MWA
286
Midland Wealth Advisors
Illinois
$474K +$54.8K +544 +13%
Citigroup
287
Citigroup
New York
$473K +$41K +406 +9%
WFA
288
West Financial Advisors
Iowa
$473K -$1.51K -15 -0.3%
FLPIM
289
F.L. Putnam Investment Management
Massachusetts
$472K -$5.44K -54 -1%
EI
290
Ellevest Inc
New York
$468K
WCFA
291
Walkner Condon Financial Advisors
Wisconsin
$464K
Deutsche Bank
292
Deutsche Bank
Germany
$459K
PBO
293
Peoples Bank (Ohio)
Ohio
$453K -$104K -1,028 -19%
ACA
294
Aptus Capital Advisors
Alabama
$453K -$1.52M -15,032 -77%
KPWG
295
KFA Private Wealth Group
Virginia
$453K +$86.4K +857 +24%
JIC
296
Joel Isaacson & Co
New York
$450K
MFG
297
Magnus Financial Group
New York
$446K +$907 +9 +0.2%
HFF
298
Halter Ferguson Financial
Indiana
$446K +$18K +179 +4%
PFS
299
Prospera Financial Services
Texas
$446K
GAM
300
Gould Asset Management
California
$443K -$4.03K -40 -0.9%