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iShares MSCI KLD 400 Social ETF

450 hedge funds and large institutions have $2.1B invested in iShares MSCI KLD 400 Social ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 171 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-9
Holders Change %
-1.96%
% of All Funds
7.17%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
29
Increased
118
Reduced
171
Closed
30
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
326
Hilltop Wealth Advisors
North Carolina
$266K
GWA
327
GGM Wealth Advisors
Maryland
$264K
MFG
328
Merit Financial Group
Georgia
$261K
DI
329
DDFG Inc
California
$260K +$23.8K +292 +10%
RPC
330
Rossmore Private Capital
Connecticut
$256K +$1.14K +14 +0.4%
AWM
331
Affinity Wealth Management
Delaware
$255K
GFS
332
GYL Financial Synergies
Connecticut
$253K
OPW
333
Oxler Private Wealth
New York
$253K -$81 -1 -0%
BHIA
334
Birch Hill Investment Advisors
Massachusetts
$253K +$253K +3,104 New
KP
335
Keel Point
Alabama
$252K +$252K +3,101 New
LC
336
Landaas & Company
Wisconsin
$249K
JWBC
337
J.W. Burns & Co
New York
$248K
SIAP
338
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$244K
RDFA
339
Ritter Daniher Financial Advisory
Ohio
$244K
G
340
GenTrust
Florida
$243K
TVAMP
341
Tennessee Valley Asset Management Partners
Tennessee
$239K +$239K +2,938 New
JFA
342
JNBA Financial Advisors
Minnesota
$239K +$5.78K +71 +2%
SFA
343
Sequoia Financial Advisors
Ohio
$233K
WBCM
344
Wilson & Boucher Capital Management
California
$226K
AIA
345
Arbor Investment Advisors
North Carolina
$225K -$5.7K -70 -2%
VHAM
346
Van Hulzen Asset Management
California
$223K -$5.38K -66 -2%
AWA
347
Arete Wealth Advisors
Illinois
$221K -$26.8K -329 -11%
OPA
348
Old Port Advisors
Maine
$218K +$218K +2,679 New
MLA
349
My Legacy Advisors
Oregon
$215K -$3.31K -41 -2%
WDL
350
Well Done LLC
Michigan
$215K