DSI icon

iShares MSCI KLD 400 Social ETF

383 hedge funds and large institutions have $1.68B invested in iShares MSCI KLD 400 Social ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 19 closing their positions.

Holders
383
Holders Change
Holders Change %
0%
% of All Funds
6.73%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
21
Increased
143
Reduced
115
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
301
Affinity Wealth Management
Delaware
$246K 2,960
PTC
302
Private Trust Company
Ohio
$243K 2,920
SPIA
303
Steward Partners Investment Advisory
New York
$235K 2,824 -972 -26%
FWP
304
FAS Wealth Partners
Kansas
$235K 2,823 +1 +0%
PIA
305
Perennial Investment Advisors
California
$235K 2,841 +23 +0.8%
KPWG
306
KFA Private Wealth Group
Virginia
$235K 2,825 +210 +8%
VPIM
307
Vanguard Personalized Indexing Management
California
$220K 2,648
VHAM
308
Van Hulzen Asset Management
California
$219K 2,626 -1,565 -37%
PCG
309
Private Capital Group
Connecticut
$214K 2,566 -318 -11%
REMPR
310
Roof Eidam Maycock Peralta (REMP)
California
$212K 2,550 +2,550 New
ACA
311
Aptus Capital Advisors
Alabama
$210K 2,520 -713 -22%
BSW
312
Buckingham Strategic Wealth
Missouri
$210K 2,521
RIS
313
Retirement Income Solutions
Michigan
$206K 2,480
AWP
314
Abacus Wealth Partners
California
$201K 2,419
SWM
315
Sugarloaf Wealth Management
Georgia
$201K 2,415
HR
316
Howe & Rusling
New York
$196K 2,353
FCM
317
Firestone Capital Management
Florida
$195K 2,356
EVM
318
Eaton Vance Management
Massachusetts
$183K 2,200
FWM
319
Focused Wealth Management
New York
$179K 2,156 -43 -2%
AssetMark Inc
320
AssetMark Inc
California
$170K 2,038 +21 +1%
LWM
321
Liberty Wealth Management
California
$166K 1,892 +921 +95%
FDCDDQ
322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$157K 1,890
CT
323
Clearstead Trust
Maine
$156K 1,877
AF
324
Affiance Financial
Minnesota
$155K 1,866
4FG
325
4Thought Financial Group
New York
$154K 1,854 -97 -5%