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iShares MSCI KLD 400 Social ETF

417 hedge funds and large institutions have $1.75B invested in iShares MSCI KLD 400 Social ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 154 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
-5
Holders Change %
-1.18%
% of All Funds
7.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
29
Increased
154
Reduced
121
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWBC
326
J.W. Burns & Co
New York
$204K
PIA
327
Perennial Investment Advisors
California
$204K +$1.95K +29 +1%
YIH
328
Y-Intercept (HK)
Hong Kong
$203K +$203K +3,032 New
LC
329
Landaas & Company
Wisconsin
$203K +$873 +13 +0.4%
SIAP
330
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$201K
RDFA
331
Ritter Daniher Financial Advisory
Ohio
$201K
RPC
332
Rossmore Private Capital
Connecticut
$200K +$1K +15 +0.5%
Bessemer Group
333
Bessemer Group
New Jersey
$196K
ACA
334
Atlas Capital Advisors
Wyoming
$195K
OLVIG
335
Oliver Lagore Vanvalin Investment Group
Michigan
$187K -$13K -195 -7%
ST
336
Smithfield Trust
Pennsylvania
$186K
SWM
337
Sugarloaf Wealth Management
Georgia
$168K +$6.23K +93 +4%
FWP
338
FAS Wealth Partners
Kansas
$159K -$3.56K -53 -2%
PAI
339
Pittenger & Anderson Inc
Nebraska
$144K -$93.6K -1,400 -39%
HR
340
Howe & Rusling
New York
$144K -$20.8K -312 -13%
GWM
341
Geneos Wealth Management
Colorado
$143K -$5.6K -84 -4%
CAL
342
Capital Analysts LLC
Pennsylvania
$136K +$65.9K +982 +94%
MA
343
MUFG Americas
New York
$134K +$28.6K +428 +27%
GWSG
344
GPS Wealth Strategies Group
Colorado
$132K +$468 +7 +0.4%
CS
345
Credit Suisse
Switzerland
$132K +$58.7K +874 +80%
4FG
346
4Thought Financial Group
New York
$127K +$1.14K +17 +0.9%
FDCDDQ
347
Federation des caisses Desjardins du Quebec
Quebec, Canada
$127K
CT
348
Clearstead Trust
Maine
$126K
AF
349
Affiance Financial
Minnesota
$125K
CA
350
Clearstead Advisors
Ohio
$124K