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iShares MSCI KLD 400 Social ETF

383 hedge funds and large institutions have $1.6B invested in iShares MSCI KLD 400 Social ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 147 increasing their positions, 113 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+12
Holders Change %
+3.23%
% of All Funds
6.69%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
29
Increased
147
Reduced
113
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAIM
351
Punch & Associates Investment Management
Minnesota
$40K
BDWM
352
Brewin Dolphin Wealth Management
Ireland
$39.8K
MIFH
353
Migdal Insurance & Financial Holdings
Israel
$39K
SSB
354
Sandy Spring Bank
Maryland
$38K
BA
355
Ballast Advisors
Minnesota
$37K
BWP
356
Baldwin Wealth Partners
Massachusetts
$33K
WFA
357
Wells Financial Advisors
Massachusetts
$28K +$12.5K +150 +81%
FP
358
Financial Perspectives
Minnesota
$27K -$2.03M -24,511 -99%
Barclays
359
Barclays
United Kingdom
$26K +$26K +315 New
DWA
360
Dougherty Wealth Advisers
Minnesota
$25K -$249 -3 -1%
DWMG
361
DB Wealth Management Group
California
$24K
WP
362
WealthShield Partners
North Carolina
$23K -$19.3K -234 -46%
EIP
363
Ellis Investment Partners
Pennsylvania
$22K
FFA
364
Freedman Financial Associates
Massachusetts
$22K +$12.1K +147 +123%
BAM
365
Baldrige Asset Management
Pennsylvania
$17K +$17K +202 New
AIC
366
Archer Investment Corporation
Indiana
$12.7K
VRM
367
Vectors Research Management
New York
$12K
NFSG
368
Newbridge Financial Services Group
Florida
$12K
CTC
369
Central Trust Company
Missouri
$12K +$11.4K +137 +1,957%
TIM
370
Tortoise Investment Management
New York
$11K -$657 -8 -6%
GFPC
371
Global Financial Private Client
Florida
$10.7K +$2.75K +33 +34%
DOA
372
D'Orazio & Associates
Virginia
$8K
ADL
373
Asset Dedication LLC
California
$7K -$9.61K -118 -58%
AA
374
Addison Advisors
Vermont
$6K +$6K +68 New
CWA
375
Clearview Wealth Advisors
Oregon
$4K -$6.8K -85 -63%