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iShares MSCI KLD 400 Social ETF

434 hedge funds and large institutions have $1.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 183 reducing their positions, and 26 closing their positions.

Holders
434
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
6.95%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
33
Increased
127
Reduced
183
Closed
26
Calls
$421K
Puts
Net Calls
+$421K
Net Calls Change
+$156K
Name Market Value Shares Shares
Change
Shares
Change %
GFS
326
GYL Financial Synergies
Connecticut
$243K 3,112
OPW
327
Oxler Private Wealth
New York
$242K 3,101 +10 +0.3%
RPC
328
Rossmore Private Capital
Connecticut
$238K 3,058 +40 +1%
LC
329
Landaas & Company
Wisconsin
$238K 3,047 +11 +0.4%
JWBC
330
J.W. Burns & Co
New York
$237K 3,044
PIA
331
Perennial Investment Advisors
California
$237K 3,034 +3,034 New
CC
332
Copperleaf Capital
North Carolina
$236K 3,030 +3,030 New
SIAP
333
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$234K 3,000
RDFA
334
Ritter Daniher Financial Advisory
Ohio
$234K 3,000
USCWA
335
U.S. Capital Wealth Advisors
Texas
$232K 2,981 +2,688 +917%
G
336
GenTrust
Florida
$232K 2,970
FA
337
Flagstar Advisors
New York
$232K 2,969 -809 -21%
VCP
338
Verus Capital Partners
Arizona
$229K 2,941 +2,941 New
DI
339
DDFG Inc
California
$226K 2,897 -91 -3%
SFA
340
Sequoia Financial Advisors
Ohio
$223K 2,861
VHAM
341
Van Hulzen Asset Management
California
$221K 2,828 +2,828 New
JFA
342
JNBA Financial Advisors
Minnesota
$220K 2,816
BFG
343
Baron Financial Group
New Jersey
$217K 2,780 -20,970 -88%
WBCM
344
Wilson & Boucher Capital Management
California
$216K 2,770 +2,770 New
ZAM
345
Zevin Asset Management
Massachusetts
$214K 2,749 +2,749 New
CA
346
Continuum Advisory
Idaho
$213K 2,734 -166 -6%
WDL
347
Well Done LLC
Michigan
$206K 2,635 +2,635 New
BA
348
Bristlecone Advisors
Washington
$204K 2,616 +2,616 New
ST
349
Smithfield Trust
Pennsylvania
$201K 2,582 -102 -4%
Bessemer Group
350
Bessemer Group
New Jersey
$197K 2,526 -396 -14%