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iShares MSCI KLD 400 Social ETF

383 hedge funds and large institutions have $1.68B invested in iShares MSCI KLD 400 Social ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 19 closing their positions.

Holders
383
Holders Change
Holders Change %
0%
% of All Funds
6.73%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
21
Increased
143
Reduced
115
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PAIM
351
Punch & Associates Investment Management
Minnesota
$40K 478 +1 +0.2%
MIFH
352
Migdal Insurance & Financial Holdings
Israel
$39K 470
SSB
353
Sandy Spring Bank
Maryland
$38K 460
Barclays
354
Barclays
United Kingdom
$38K 456 +141 +45%
BA
355
Ballast Advisors
Minnesota
$37K 450
BWP
356
Baldwin Wealth Partners
Massachusetts
$33K 400
WFA
357
Wells Financial Advisors
Massachusetts
$28K 336
FP
358
Financial Perspectives
Minnesota
$27.2K 327 +1 +0.3%
DWA
359
Dougherty Wealth Advisers
Minnesota
$25K 301
DWMG
360
DB Wealth Management Group
California
$24K 290
EIP
361
Ellis Investment Partners
Pennsylvania
$23K 277 +1 +0.4%
FFA
362
Freedman Financial Associates
Massachusetts
$22K 267
PA
363
PSI Advisors
Florida
$21K 251 +251 New
BAM
364
Baldrige Asset Management
Pennsylvania
$17K 202
Qube Research & Technologies (QRT)
365
Qube Research & Technologies (QRT)
United Kingdom
$15K 184 +184 New
NFSG
366
Newbridge Financial Services Group
Florida
$12K 147
CTC
367
Central Trust Company
Missouri
$12K 144
VRM
368
Vectors Research Management
New York
$12K 150
TIM
369
Tortoise Investment Management
New York
$11K 129 -5 -4%
DOA
370
D'Orazio & Associates
Virginia
$8K 92
TWA
371
TCI Wealth Advisors
Arizona
$8K 96 +96 New
ADL
372
Asset Dedication LLC
California
$7K 86
AA
373
Addison Advisors
Vermont
$6K 68
KFS
374
Kelly Financial Services
Massachusetts
$4.6K 55 -18,934 -100%
PA
375
Parallel Advisors
California
$4K 50