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iShares MSCI KLD 400 Social ETF

355 hedge funds and large institutions have $1.33B invested in iShares MSCI KLD 400 Social ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 139 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+34
Holders Change %
+10.59%
% of All Funds
6.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
64
Increased
139
Reduced
81
Closed
23
Calls
Puts
$281K
Net Calls
-$281K
Net Calls Change
-$281K
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
301
Perigon Wealth Management
California
$107K +$107K +1,490 New
GWM
302
Geneos Wealth Management
Colorado
$104K +$30.3K +565 +41%
BAM
303
Belpointe Asset Management
Nevada
$103K +$103K +1,448 New
RG
304
Retirement Group
California
$102K
FPW
305
Flagship Private Wealth
Massachusetts
$102K +$102K +1,422 New
FF
306
FourThought Financial
Florida
$96K +$96K +1,354 New
TCM
307
TD Capital Management
Tennessee
$94K +$285 +4 +0.3%
APA
308
American Portfolios Advisors
New York
$88.2K -$9.95K -139 -10%
PAI
309
Pittenger & Anderson Inc
Nebraska
$84K +$718 +10 +0.9%
AA
310
Ancora Advisors
Ohio
$82K
MCC
311
Money Concepts Capital
Florida
$82K +$82K +1,146 New
GRP
312
Global Retirement Partners
California
$81K
MAWCM
313
Mine & Arao Wealth Creation & Management
California
$80K -$21.5K -300 -21%
TIAM2
314
Tru Independence Asset Management 2
Oregon
$74K +$74K +1,040 New
MPCG
315
Matrix Private Capital Group
New York
$73K
AWA
316
Arkadios Wealth Advisors
Georgia
$71K +$71K +1,000 New
MFT
317
Moisand Fitzgerald Tamayo
Florida
$55K
HI
318
Hudock Inc
Pennsylvania
$53K +$141 +2 +0.3%
ATC
319
Adirondack Trust Company
New York
$47K
OSAM
320
O'Shaughnessy Asset Management
Connecticut
$44K +$44K +615 New
PWA
321
Phoenix Wealth Advisors
North Carolina
$43K +$43K +600 New
LWM
322
Liberty Wealth Management
California
$42K -$16.8K -235 -29%
OIM
323
Oder Investment Management
California
$40K +$40K +550 New
SIS
324
SVB Investment Services
Utah
$39K
KTC
325
Kistler-Tiffany Companies
Pennsylvania
$37K