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iShares MSCI KLD 400 Social ETF

422 hedge funds and large institutions have $1.88B invested in iShares MSCI KLD 400 Social ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
7.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
39
Increased
184
Reduced
98
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
301
BerganKDV Wealth Management
Minnesota
$274K
AC
302
Abbrea Capital
California
$268K
CFGS
303
Concourse Financial Group Securities
Alabama
$268K +$40.7K +565 +18%
BFG
304
Buttonwood Financial Group
Missouri
$264K +$264K +3,643 New
SPAS
305
Spectrum Planning & Advisory Services
California
$263K +$263K +3,657 New
PAI
306
Pittenger & Anderson Inc
Nebraska
$256K +$3.6K +50 +1%
GAM
307
Gould Asset Management
California
$253K
TCA
308
Transcend Capital Advisors
New Jersey
$253K +$253K +3,524 New
JFA
309
JNBA Financial Advisors
Minnesota
$252K +$10.8K +151 +4%
TCOV
310
Trust Company of Vermont
Vermont
$251K
PO
311
Private Ocean
California
$249K
SFA
312
Sequoia Financial Advisors
Ohio
$248K
HF
313
HRT Financial
New York
$248K +$248K +3,457 New
KPWG
314
KFA Private Wealth Group
Virginia
$243K +$15.3K +213 +7%
FZCM
315
Flynn Zito Capital Management
New York
$243K +$243K +3,375 New
MFG
316
Merit Financial Group
Georgia
$237K
GWA
317
GGM Wealth Advisors
Maryland
$234K +$234K +3,233 New
CFS
318
CRA Financial Services
New Jersey
$233K -$74.9K -1,040 -24%
PFO
319
Pathstone Family Office
New Jersey
$232K
AMM
320
American Money Management
California
$232K -$14.4K -200 -6%
G
321
GenTrust
Florida
$226K
BFM
322
Boston Financial Management
Massachusetts
$224K +$224K +3,118 New
CA
323
Continuum Advisory
Idaho
$223K +$223K +3,098 New
OPW
324
Oxler Private Wealth
New York
$220K +$1.08K +15 +0.5%
JWBC
325
J.W. Burns & Co
New York
$219K