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iShares MSCI KLD 400 Social ETF

459 hedge funds and large institutions have $2.11B invested in iShares MSCI KLD 400 Social ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 159 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+25
Holders Change %
+5.76%
% of All Funds
7.24%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
47
Increased
134
Reduced
159
Closed
20
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
-$404K
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
326
Buttonwood Financial Group
Missouri
$282K -$14.9K -172 -5%
CWM
327
Centurion Wealth Management
Virginia
$281K +$281K +3,344 New
BG
328
Bahl & Gaynor
Ohio
$278K
HWA
329
Hilltop Wealth Advisors
North Carolina
$275K +$275K +3,268 New
PIA
330
Perennial Investment Advisors
California
$275K +$19.5K +232 +8%
GWA
331
GGM Wealth Advisors
Maryland
$272K +$272K +3,233 New
MFG
332
Merit Financial Group
Georgia
$270K
AWM
333
Affinity Wealth Management
Delaware
$264K
RPC
334
Rossmore Private Capital
Connecticut
$263K +$5.98K +71 +2%
GFS
335
GYL Financial Synergies
Connecticut
$262K
OPW
336
Oxler Private Wealth
New York
$262K +$589 +7 +0.2%
GCP
337
GSA Capital Partners
United Kingdom
$259K +$259K +3,082 New
LC
338
Landaas & Company
Wisconsin
$257K +$589 +7 +0.2%
AWA
339
Arete Wealth Advisors
Illinois
$256K -$187K -2,216 -42%
JWBC
340
J.W. Burns & Co
New York
$256K
NAM
341
NorthCrest Asset Manangement
Minnesota
$255K +$255K +3,033 New
SIAP
342
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$253K
RDFA
343
Ritter Daniher Financial Advisory
Ohio
$253K
USCWA
344
U.S. Capital Wealth Advisors
Texas
$251K
G
345
GenTrust
Florida
$250K
DI
346
DDFG Inc
California
$244K
MA
347
Mutual Advisors
Nebraska
$242K +$242K +2,873 New
SFA
348
Sequoia Financial Advisors
Ohio
$241K
JFA
349
JNBA Financial Advisors
Minnesota
$241K +$3.7K +44 +2%
AIA
350
Arbor Investment Advisors
North Carolina
$238K -$35.7K -424 -13%