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iShares MSCI KLD 400 Social ETF

420 hedge funds and large institutions have $2.03B invested in iShares MSCI KLD 400 Social ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 181 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-9
Holders Change %
-2.1%
% of All Funds
6.65%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
30
Increased
181
Reduced
110
Closed
34
Calls
$277K
Puts
Net Calls
+$277K
Net Calls Change
-$373K
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
301
BerganKDV Wealth Management
Minnesota
$330K
SB
302
Strategic Blueprint
Georgia
$328K +$328K +3,787 New
AC
303
Abbrea Capital
California
$323K
Citigroup
304
Citigroup
New York
$314K -$161K -1,862 -34%
AWA
305
Arete Wealth Advisors
Illinois
$312K +$433 +5 +0.1%
GAM
306
Gould Asset Management
California
$305K -$20.3K -235 -6%
RF
307
Resolute Financial
Massachusetts
$305K +$305K +3,517 New
PAI
308
Pittenger & Anderson Inc
Nebraska
$304K
EWA
309
EverSource Wealth Advisors
Alabama
$303K +$133K +1,543 +79%
TCOV
310
Trust Company of Vermont
Vermont
$302K
PO
311
Private Ocean
California
$301K
SFA
312
Sequoia Financial Advisors
Ohio
$299K
CG
313
Colony Group
Massachusetts
$297K
AMM
314
American Money Management
California
$296K
JFA
315
JNBA Financial Advisors
Minnesota
$291K
MFG
316
Merit Financial Group
Georgia
$286K
KCA
317
Karn Couzens & Associates
Connecticut
$285K -$16K -184 -5%
PFO
318
Pathstone Family Office
New Jersey
$280K -$9.53K -110 -3%
LC
319
Landaas & Company
Wisconsin
$278K
KPWG
320
KFA Private Wealth Group
Virginia
$274K +$607 +7 +0.2%
CFGS
321
Concourse Financial Group Securities
Alabama
$273K -$246K -2,849 -47%
G
322
GenTrust
Florida
$273K
JIC
323
Johnson Investment Counsel
Ohio
$266K
JWBC
324
J.W. Burns & Co
New York
$264K
OPW
325
Oxler Private Wealth
New York
$264K