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iShares MSCI KLD 400 Social ETF

422 hedge funds and large institutions have $1.88B invested in iShares MSCI KLD 400 Social ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
7.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
39
Increased
184
Reduced
98
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
326
Affinity Wealth Management
Delaware
$217K
JIC
327
Johnson Investment Counsel
Ohio
$216K -$4.75K -66 -2%
RDFA
328
Ritter Daniher Financial Advisory
Ohio
$216K
SIAP
329
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$216K
LC
330
Landaas & Company
Wisconsin
$216K +$1.08K +15 +0.5%
PIA
331
Perennial Investment Advisors
California
$216K +$4.31K +60 +2%
OLVIG
332
Oliver Lagore Vanvalin Investment Group
Michigan
$215K +$144K +2,003 +203%
RWP
333
Revolve Wealth Partners
New Jersey
$215K +$215K +2,992 New
RPC
334
Rossmore Private Capital
Connecticut
$214K
Bessemer Group
335
Bessemer Group
New Jersey
$210K
ACA
336
Atlas Capital Advisors
Wyoming
$210K
CAN
337
Claraphi Advisory Network
United States
$207K -$641K -8,914 -76%
PPW
338
Parcion Private Wealth
Washington
$207K -$132K -1,765 -39%
WAOTB
339
Wealth Advisors of Tampa Bay
Florida
$206K -$9.91K -138 -5%
RA
340
RFG Advisory
Alabama
$205K -$414K -5,258 -67%
ZAM
341
Zevin Asset Management
Massachusetts
$205K
ST
342
Smithfield Trust
Pennsylvania
$201K -$2.68K -37 -1%
Citigroup
343
Citigroup
New York
$199K -$61.3K -854 -24%
HR
344
Howe & Rusling
New York
$177K +$645 +9 +0.4%
FWP
345
FAS Wealth Partners
Kansas
$174K -$2.52K -35 -1%
SWM
346
Sugarloaf Wealth Management
Georgia
$174K
CFD
347
Creative Financial Designs
Indiana
$166K +$4.11K +57 +3%
GWM
348
Geneos Wealth Management
Colorado
$161K +$6.07K +84 +4%
BDWM
349
Brewin Dolphin Wealth Management
Ireland
$160K
GWSG
350
GPS Wealth Strategies Group
Colorado
$142K +$216 +3 +0.2%