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iShares MSCI KLD 400 Social ETF

292 hedge funds and large institutions have $773M invested in iShares MSCI KLD 400 Social ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 74 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-10
Holders Change %
-3.31%
% of All Funds
6.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
34
Increased
114
Reduced
74
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IFWM
326
Institute for Wealth Management
Colorado
-$29K -482 Closed
PA
327
PSI Advisors
Florida
-$15K -248 Closed
BFEC
328
Benjamin F. Edwards & Company
Missouri
-$5K -90 Closed
RP
329
Rice Partnership
Hawaii
-$4K -70 Closed
LAS
330
Lloyd Advisory Services
Georgia
-$3K -44 Closed