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iShares MSCI KLD 400 Social ETF

459 hedge funds and large institutions have $2.11B invested in iShares MSCI KLD 400 Social ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 159 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+25
Holders Change %
+5.76%
% of All Funds
7.24%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
47
Increased
134
Reduced
159
Closed
20
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
-$404K
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
301
First Foundation Advisors
California
$347K
TF
302
TIAA FSB
Florida
$346K
CAM
303
Close Asset Management
United Kingdom
$345K
BWM
304
BerganKDV Wealth Management
Minnesota
$342K -$4.21K -50 -1%
LWA
305
Lowe Wealth Advisors
Maryland
$341K
D
306
Diversified
Delaware
$339K +$1.01K +12 +0.3%
ATC
307
Argent Trust Co
Tennessee
$338K +$338K +4,016 New
RA
308
RFG Advisory
Alabama
$328K -$20K -237 -6%
WCFA
309
Walkner Condon Financial Advisors
Wisconsin
$325K
MIA
310
Milestone Investment Advisors
Wisconsin
$323K +$53.4K +634 +20%
Northern Trust
311
Northern Trust
Illinois
$321K
BMM
312
Buffington Mohr McNeal
Idaho
$318K -$669K -7,950 -68%
TCOV
313
Trust Company of Vermont
Vermont
$316K +$16.8K +200 +6%
AC
314
Abbrea Capital
California
$314K
KPWG
315
KFA Private Wealth Group
Virginia
$304K +$421 +5 +0.1%
GA
316
Goldstein Advisors
Wisconsin
$302K +$19K +226 +7%
LRIA
317
Leonard Rickey Investment Advisors
Washington
$298K
AG
318
Appleton Group
Wisconsin
$296K -$9.51K -113 -3%
SHWM
319
Smith & Howard Wealth Management
Georgia
$295K -$15.2K -180 -5%
JIC
320
Johnson Investment Counsel
Ohio
$295K
PO
321
Private Ocean
California
$292K
WB
322
WesBanco Bank
West Virginia
$291K +$28.5K +338 +11%
SPAS
323
Spectrum Planning & Advisory Services
California
$288K
WHCI
324
W.H. Cornerstone Investments
Massachusetts
$287K -$7.06K -84 -2%
VCP
325
Verus Capital Partners
Arizona
$287K +$39.2K +466 +16%