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iShares MSCI KLD 400 Social ETF

429 hedge funds and large institutions have $2.11B invested in iShares MSCI KLD 400 Social ETF in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 158 increasing their positions, 109 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+46
Holders Change %
+12.01%
% of All Funds
6.63%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
69
Increased
158
Reduced
109
Closed
18
Calls
$650K
Puts
Net Calls
+$650K
Net Calls Change
+$650K
Name Holding Trade Value Shares
Change
Shares
Change %
OPW
326
Oxler Private Wealth
New York
$283K +$835 +9 +0.3%
WAOTB
327
Wealth Advisors of Tampa Bay
Florida
$280K +$280K +3,008 New
SIAP
328
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$279K
RDFA
329
Ritter Daniher Financial Advisory
Ohio
$279K
LC
330
Landaas & Company
Wisconsin
$278K +$835 +9 +0.3%
ST
331
Smithfield Trust
Pennsylvania
$277K -$5.22K -56 -2%
GWM
332
Geneos Wealth Management
Colorado
$277K +$93 +1 +0%
RPC
333
Rossmore Private Capital
Connecticut
$276K
G
334
GenTrust
Florida
$275K
ACA
335
Atlas Capital Advisors
Wyoming
$271K -$36.2K -390 -12%
SPIA
336
Steward Partners Investment Advisory
New York
$269K +$6.78K +73 +3%
PIA
337
Perennial Investment Advisors
California
$266K +$3.6K +39 +1%
AWM
338
Affinity Wealth Management
Delaware
$261K
BBA
339
Braun-Bostich & Associates
Pennsylvania
$261K +$261K +2,960 New
Jane Street
340
Jane Street
New York
$260K -$581K -6,260 -69%
WBCM
341
Wilson & Boucher Capital Management
California
$257K +$257K +2,770 New
SWM
342
SigFig Wealth Management
California
$250K +$250K +2,715 New
D
343
Dentgroup
Louisiana
$247K +$247K +2,654 New
VPIM
344
Vanguard Personalized Indexing Management
California
$246K
PCG
345
Private Capital Group
Connecticut
$242K +$3.26K +35 +1%
KCM
346
Karp Capital Management
California
$240K +$240K +2,587 New
REMPR
347
Roof Eidam Maycock Peralta (REMP)
California
$237K
Bessemer Group
348
Bessemer Group
New Jersey
$235K -$376K -4,050 -62%
VHAM
349
Van Hulzen Asset Management
California
$234K -$10.4K -112 -4%
ACA
350
Aptus Capital Advisors
Alabama
$234K -$279 -3 -0.1%