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iShares MSCI KLD 400 Social ETF

355 hedge funds and large institutions have $1.33B invested in iShares MSCI KLD 400 Social ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 139 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+34
Holders Change %
+10.59%
% of All Funds
6.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
64
Increased
139
Reduced
81
Closed
23
Calls
Puts
$281K
Net Calls
-$281K
Net Calls Change
-$281K
Name Holding Trade Value Shares
Change
Shares
Change %
PAIM
326
Punch & Associates Investment Management
Minnesota
$36K -$42.2K -583 -54%
BDWM
327
Brewin Dolphin Wealth Management
Ireland
$34.3K
MIFH
328
Migdal Insurance & Financial Holdings
Israel
$34K
SSB
329
Sandy Spring Bank
Maryland
$33K
BA
330
Ballast Advisors
Minnesota
$32K
BWP
331
Baldwin Wealth Partners
Massachusetts
$29K
HWA
332
HHM Wealth Advisors
Tennessee
$27K
DWA
333
Dougherty Wealth Advisers
Minnesota
$22K
DWMG
334
DB Wealth Management Group
California
$21K +$21K +290 New
EIP
335
Ellis Investment Partners
Pennsylvania
$20K +$73 +1 +0.4%
FP
336
Financial Perspectives
Minnesota
$19.2K
RCA
337
Rowland Carmichael Advisors
Arizona
$14K +$6.93K +98 +98%
WFA
338
Wells Financial Advisors
Massachusetts
$13K +$13K +186 New
CWA
339
Clearview Wealth Advisors
Oregon
$11K +$11K +148 New
TIM
340
Tortoise Investment Management
New York
$10K
FFA
341
Freedman Financial Associates
Massachusetts
$9K +$9K +120 New
PA
342
Parallel Advisors
California
$8K -$2.25M -33,136 -100%
IA
343
Inspire Advisors
Idaho
$8K +$8K +118 New
DOA
344
D'Orazio & Associates
Virginia
$7K
ADL
345
Asset Dedication LLC
California
$6K
AA
346
Addison Advisors
Vermont
$5K +$5K +68 New
FFC
347
Fure Financial Corporation
Minnesota
$3K
IF
348
Ironwood Financial
Arizona
$3K
LC
349
Lindbrook Capital
California
$3K
HCP
350
Hexagon Capital Partners
Arkansas
$2K