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iShares MSCI KLD 400 Social ETF

321 hedge funds and large institutions have $1.08B invested in iShares MSCI KLD 400 Social ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+11
Holders Change %
+3.55%
% of All Funds
6.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
35
Increased
120
Reduced
80
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
301
Baldwin Wealth Partners
Massachusetts
$26K
HWA
302
HHM Wealth Advisors
Tennessee
$24K +$1.28K +20 +6%
CYG
303
Clean Yield Group
Vermont
$22K -$218K -3,364 -91%
DWA
304
Dougherty Wealth Advisers
Minnesota
$19K
FP
305
Financial Perspectives
Minnesota
$17.1K +$128 +2 +0.8%
EIP
306
Ellis Investment Partners
Pennsylvania
$17K +$124 +2 +0.7%
TIM
307
Tortoise Investment Management
New York
$9K +$9K +142 New
JSC
308
Jackson Square Capital
California
$8K
RCA
309
Rowland Carmichael Advisors
Arizona
$6K -$14.2K -236 -70%
DOA
310
D'Orazio & Associates
Virginia
$6K
ADL
311
Asset Dedication LLC
California
$6K +$5.16K +74 +617%
LC
312
Lindbrook Capital
California
$3K
NNP
313
Nachman Norwood & Parrott
South Carolina
$3K +$3K +50 New
IF
314
Ironwood Financial
Arizona
$2K
NFSG
315
Newbridge Financial Services Group
Florida
$2K +$2K +34 New
FFC
316
Fure Financial Corporation
Minnesota
$2K +$2K +38 New
HCP
317
Hexagon Capital Partners
Arkansas
$2K +$2K +40 New
CAAS
318
Capital Asset Advisory Services
Michigan
$1K
SXL
319
Summit X LLC
Missouri
$512 +$512 +1,650 New
WIM
320
Westside Investment Management
California
$102
PGAM
321
Princeton Global Asset Management
New Jersey
-$2.76M -46,852 Closed
NCM
322
Northside Capital Management
Oregon
-$779K -13,200 Closed
MWM
323
Merriman Wealth Management
Washington
-$594K -10,058 Closed
TSA
324
Tri-Star Advisors
Texas
-$559K -9,104 Closed
MW
325
Marcum Wealth
Ohio
-$480K -8,140 Closed