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iShares MSCI KLD 400 Social ETF

503 hedge funds and large institutions have $2.66B invested in iShares MSCI KLD 400 Social ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 148 increasing their positions, 198 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+11
Holders Change %
+2.24%
% of All Funds
7.29%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
46
Increased
148
Reduced
198
Closed
22
Calls
$302K
Puts
$40K
Net Calls
+$262K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Shares
Change %
TNBTD
301
Trustmark National Bank Trust Department
Mississippi
$441K
AG
302
AlTi Global
New York
$441K
WS
303
Wedbush Securities
California
$437K +$5.95K +59 +1%
PSCM
304
Per Stirling Capital Management
Texas
$433K -$62.8K -623 -13%
CA
305
CoreCap Advisors
Michigan
$432K -$15.2K -151 -3%
HCM
306
Hengehold Capital Management
Ohio
$421K
CAG
307
Crestwood Advisors Group
Massachusetts
$419K -$21.4K -212 -5%
PIA
308
Perennial Investment Advisors
California
$414K +$25.7K +255 +7%
AG
309
Ascent Group
Virginia
$412K +$101 +1 +0%
D
310
Diversified
Delaware
$412K +$2.52K +25 +0.6%
NB
311
NBT Bank
New York
$410K -$1.82K -18 -0.4%
ATC
312
Argent Trust Co
Tennessee
$402K
PA
313
Parkside Advisors
California
$398K +$101 +1 +0%
ES
314
Eagle Strategies
New York
$395K +$395K +3,922 New
VCP
315
Verus Capital Partners
Arizona
$395K +$13.2K +131 +3%
CAM
316
Close Asset Management
United Kingdom
$391K
BWS
317
Buck Wealth Strategies
Colorado
$385K +$385K +3,821 New
WB
318
WesBanco Bank
West Virginia
$384K -$2.72K -27 -0.7%
BCM
319
Blume Capital Management
California
$382K -$5.04K -50 -1%
BMM
320
Buffington Mohr McNeal
Idaho
$381K
TCOV
321
Trust Company of Vermont
Vermont
$380K
SFMG
322
Sage Financial Management Group
Virginia
$378K
VHAM
323
Van Hulzen Asset Management
California
$377K +$105K +1,047 +39%
AC
324
Abbrea Capital
California
$376K
MWM
325
Meridian Wealth Management
Kentucky
$374K +$34.1K +346 +10%