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iShares MSCI KLD 400 Social ETF

383 hedge funds and large institutions have $1.6B invested in iShares MSCI KLD 400 Social ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 147 increasing their positions, 113 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+12
Holders Change %
+3.23%
% of All Funds
6.69%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
29
Increased
147
Reduced
113
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RG
326
Retirement Group
California
$125K +$6.61K +80 +6%
PWM
327
Prentice Wealth Management
New York
$122K +$122K +1,470 New
BWA
328
BDO Wealth Advisors
Florida
$121K
FPW
329
Flagship Private Wealth
Massachusetts
$120K +$168 +2 +0.1%
IA
330
IFP Advisors
Florida
$116K -$25K -303 -18%
GWM
331
Geneos Wealth Management
Colorado
$115K -$47.1K -563 -29%
FF
332
FourThought Financial
Florida
$112K
TCM
333
TD Capital Management
Tennessee
$110K +$249 +3 +0.2%
CFD
334
Creative Financial Designs
Indiana
$107K -$20.6K -250 -16%
AC
335
AlphaCore Capital
California
$100K +$100K +1,205 New
PAI
336
Pittenger & Anderson Inc
Nebraska
$97K
AA
337
Ancora Advisors
Ohio
$95K
MAWCM
338
Mine & Arao Wealth Creation & Management
California
$93K +$83 +1 +0.1%
MPCG
339
Matrix Private Capital Group
New York
$85K
AWA
340
Arkadios Wealth Advisors
Georgia
$82K
LWM
341
Liberty Wealth Management
California
$80K +$31.5K +382 +65%
GRP
342
Global Retirement Partners
California
$77K -$18.6K -224 -19%
GWSG
343
GPS Wealth Strategies Group
Colorado
$66K +$83 +1 +0.1%
HI
344
Hudock Inc
Pennsylvania
$62K +$82 +1 +0.1%
PSIWM
345
Paradigm Strategies in Wealth Management
Minnesota
$59K
ATC
346
Adirondack Trust Company
New York
$55K
MFT
347
Moisand Fitzgerald Tamayo
Florida
$52K -$11.5K -138 -18%
KTC
348
Kistler-Tiffany Companies
Pennsylvania
$52K
PWA
349
Phoenix Wealth Advisors
North Carolina
$50K
BCPWM
350
Bradley & Co Private Wealth Management
Florida
$42K