DSI icon

iShares MSCI KLD 400 Social ETF

355 hedge funds and large institutions have $1.33B invested in iShares MSCI KLD 400 Social ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 139 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+34
Holders Change %
+10.59%
% of All Funds
6.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
64
Increased
139
Reduced
81
Closed
23
Calls
Puts
$281K
Net Calls
-$281K
Net Calls Change
-$281K
Name Holding Trade Value Shares
Change
Shares
Change %
NFSG
351
Newbridge Financial Services Group
Florida
$2K
JPLA
352
Joseph P. Lucia & Associates
New York
$2K +$2K +30 New
CAAS
353
Capital Asset Advisory Services
Michigan
$1K
WIM
354
Westside Investment Management
California
$110 -$4 -50 -3%
Susquehanna International Group
355
Susquehanna International Group
Pennsylvania
-$3.47M -54,290 Closed
RWP
356
RWA Wealth Partners
Massachusetts
-$1.99M -31,092 Closed
VCM
357
Vivaldi Capital Management
Illinois
-$799K -11,734 Closed
AWM
358
Aevitas Wealth Management
Massachusetts
-$473K -7,388 Closed
TRCT
359
Tower Research Capital (TRC)
New York
-$406K -6,340 Closed
COF
360
Capital One Financial
Virginia
-$312K -4,876 Closed
TW
361
Transform Wealth
Colorado
-$265K -4,138 Closed
G
362
GenTrust
Florida
-$251K -3,930 Closed
PCA
363
Personal Capital Advisors
California
-$236K -3,692 Closed
LSA
364
Lion Street Advisors
Texas
-$221K -3,420 Closed
FTUS
365
Flow Traders U.S.
New York
-$201K -3,140 Closed
WCG
366
Weaver Consulting Group
California
-$146K -2,280 Closed
LWCFA
367
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$126K -1,970 Closed
BA
368
Bristlecone Advisors
Washington
-$123K -1,920 Closed
FHA
369
Flagship Harbor Advisors
Massachusetts
-$107K -1,674 Closed
SXL
370
Summit X LLC
Missouri
-$512 -1,650 Closed
F
371
F3Logic
Minnesota
-$61.4K -960 Closed
BBA
372
Braun-Bostich & Associates
Pennsylvania
-$48K -752 Closed
AA
373
Advisory Alpha
Michigan
-$34K -520 Closed
WP
374
WealthShield Partners
North Carolina
-$29K -452 Closed
CYG
375
Clean Yield Group
Vermont
-$22K -340 Closed