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iShares MSCI KLD 400 Social ETF

503 hedge funds and large institutions have $2.66B invested in iShares MSCI KLD 400 Social ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 148 increasing their positions, 198 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+11
Holders Change %
+2.24%
% of All Funds
7.29%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
46
Increased
148
Reduced
198
Closed
22
Calls
$302K
Puts
$40K
Net Calls
+$262K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Shares
Change %
WA
326
WBH Advisory
Maryland
$372K +$19.7K +195 +6%
WHCI
327
W.H. Cornerstone Investments
Massachusetts
$365K -$4.83K -48 -1%
JF
328
JSF Financial
California
$360K +$360K +3,568 New
GWP
329
Gen-Wealth Partners
Michigan
$354K +$354K +3,507 New
JIC
330
Johnson Investment Counsel
Ohio
$353K
GM
331
GeoWealth Management
Illinois
$352K -$1.48M -14,646 -81%
AWM
332
AE Wealth Management
Kansas
$343K -$1.3M -12,888 -79%
TVAMP
333
Tennessee Valley Asset Management Partners
Tennessee
$341K -$270K -2,682 -44%
TCM
334
TruNorth Capital Management
Michigan
$338K +$338K +3,349 New
CWM
335
Centurion Wealth Management
Virginia
$337K -$52.3K -519 -13%
PG
336
Prostatis Group
Maryland
$336K -$5.44K -54 -2%
BFG
337
Beacon Financial Group
Texas
$333K +$4.84K +48 +1%
AWA
338
Arkadios Wealth Advisors
Georgia
$332K -$5.04K -50 -1%
MIA
339
Milestone Investment Advisors
Wisconsin
$332K -$806 -8 -0.2%
LRIA
340
Leonard Rickey Investment Advisors
Washington
$330K -$11K -109 -3%
HWA
341
Hilltop Wealth Advisors
North Carolina
$329K
MFG
342
Merit Financial Group
Georgia
$329K +$16.9K +173 +5%
HP
343
Hilltop Partners
Indiana
$328K +$328K +3,252 New
FFA
344
First Foundation Advisors
California
$326K
RPC
345
Rossmore Private Capital
Connecticut
$324K +$2.52K +25 +0.8%
BHIA
346
Birch Hill Investment Advisors
Massachusetts
$323K +$6.05K +60 +2%
MLA
347
My Legacy Advisors
Oregon
$322K +$82K +813 +34%
WA
348
Wealth Architects
California
$322K +$322K +3,192 New
GAA
349
Global Assets Advisory
Florida
$320K +$320K +32,243 New
GA
350
Goldstein Advisors
Wisconsin
$319K -$2.92K -29 -0.9%