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iShares MSCI KLD 400 Social ETF

383 hedge funds and large institutions have $1.6B invested in iShares MSCI KLD 400 Social ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 147 increasing their positions, 113 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+12
Holders Change %
+3.23%
% of All Funds
6.69%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
29
Increased
147
Reduced
113
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KFS
301
Kelly Financial Services
Massachusetts
$229K +$228K +18,931 +32,640%
VPIM
302
Vanguard Personalized Indexing Management
California
$219K
Bessemer Group
303
Bessemer Group
New Jersey
$219K +$24.2K +292 +12%
KPWG
304
KFA Private Wealth Group
Virginia
$217K -$33.9K -409 -14%
SWM
305
SigFig Wealth Management
California
$210K +$210K +2,538 New
BSW
306
Buckingham Strategic Wealth
Missouri
$209K -$674K -8,131 -76%
CRI
307
Colonial River Investments
Virginia
$207K +$207K +2,498 New
RIS
308
Retirement Income Solutions
Michigan
$205K +$205K +2,480 New
AWP
309
Abacus Wealth Partners
California
$200K +$200K +2,419 New
SWM
310
Sugarloaf Wealth Management
Georgia
$200K +$190K +2,297 +1,947%
FCM
311
Firestone Capital Management
Florida
$195K
HR
312
Howe & Rusling
New York
$195K +$26.1K +315 +15%
EVM
313
Eaton Vance Management
Massachusetts
$182K
FWM
314
Focused Wealth Management
New York
$182K +$166 +2 +0.1%
AssetMark Inc
315
AssetMark Inc
California
$167K -$25.9K -313 -13%
Fidelity Investments
316
Fidelity Investments
Massachusetts
$163K -$826 -10 -0.5%
4FG
317
4Thought Financial Group
New York
$162K -$2.82K -34 -2%
GIA
318
Goodwin Investment Advisory
Georgia
$159K -$22.3K -270 -12%
TI
319
tru Independence
Oregon
$157K +$157K +1,904 New
FDCDDQ
320
Federation des caisses Desjardins du Quebec
Quebec, Canada
$157K -$4.14K -50 -3%
AF
321
Affiance Financial
Minnesota
$155K -$5.15K -62 -3%
CT
322
Clearstead Trust
Maine
$155K +$155K +1,877 New
PP
323
PrairieView Partners
Minnesota
$148K
AWM
324
AllSquare Wealth Management
New York
$137K
SB
325
Strategic Blueprint
Georgia
$126K -$111K -1,347 -47%