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iShares MSCI KLD 400 Social ETF

434 hedge funds and large institutions have $1.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 183 reducing their positions, and 26 closing their positions.

Holders
434
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
6.95%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
33
Increased
127
Reduced
183
Closed
26
Calls
$421K
Puts
Net Calls
+$421K
Net Calls Change
+$156K
Name Market Value Shares Shares
Change
Shares
Change %
LWA
301
Lowe Wealth Advisors
Maryland
$316K 4,046 -21 -0.5%
D
302
Diversified
Delaware
$313K 4,015 +29 +0.7%
WCFA
303
Walkner Condon Financial Advisors
Wisconsin
$301K 3,865 -51 -1%
Northern Trust
304
Northern Trust
Illinois
$298K 3,816 +3,816 New
AC
305
Abbrea Capital
California
$291K 3,732
SHWM
306
Smith & Howard Wealth Management
Georgia
$287K 3,685
AG
307
Appleton Group
Wisconsin
$283K 3,624 -590 -14%
KPWG
308
KFA Private Wealth Group
Virginia
$281K 3,608 +9 +0.3%
TCOV
309
Trust Company of Vermont
Vermont
$277K 3,554 -35 -1%
LRIA
310
Leonard Rickey Investment Advisors
Washington
$276K 3,544 -436 -11%
WHCI
311
W.H. Cornerstone Investments
Massachusetts
$273K 3,499 -144 -4%
JIC
312
Johnson Investment Counsel
Ohio
$273K 3,500 -581 -14%
PO
313
Private Ocean
California
$271K 3,470
BFG
314
Buttonwood Financial Group
Missouri
$268K 3,431 -596 -15%
SPAS
315
Spectrum Planning & Advisory Services
California
$266K 3,408 +486 +17%
GA
316
Goldstein Advisors
Wisconsin
$262K 3,361 +404 +14%
BG
317
Bahl & Gaynor
Ohio
$257K 3,298 -2,198 -40%
AIA
318
Arbor Investment Advisors
North Carolina
$254K 3,256 -334 -9%
MFG
319
Merit Financial Group
Georgia
$250K 3,202
MIA
320
Milestone Investment Advisors
Wisconsin
$250K 3,201 -596 -16%
OPA
321
Old Port Advisors
Maine
$249K 3,209 -1,049 -25%
GAM
322
Gould Asset Management
California
$246K 3,158 -225 -7%
SFMG
323
Sage Financial Management Group
Virginia
$245K 3,147 -990 -24%
AWM
324
Affinity Wealth Management
Delaware
$244K 3,133
WB
325
WesBanco Bank
West Virginia
$243K 3,117 +3,117 New