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iShares MSCI KLD 400 Social ETF

422 hedge funds and large institutions have $1.88B invested in iShares MSCI KLD 400 Social ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
7.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
39
Increased
184
Reduced
98
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FDCDDQ
351
Federation des caisses Desjardins du Quebec
Quebec, Canada
$136K
CT
352
Clearstead Trust
Maine
$135K
RG
353
Retirement Group
California
$135K
4FG
354
4Thought Financial Group
New York
$135K +$3.24K +45 +2%
CA
355
Clearstead Advisors
Ohio
$134K
AF
356
Affiance Financial
Minnesota
$134K
FWM
357
Focused Wealth Management
New York
$127K -$13.9K -193 -10%
ACA
358
Aptus Capital Advisors
Alabama
$123K -$15.2K -211 -11%
MA
359
MUFG Americas
New York
$113K
AWM
360
AllSquare Wealth Management
New York
$103K
BAM
361
Belpointe Asset Management
Nevada
$102K +$102K +1,425 New
FF
362
FourThought Financial
Florida
$97K
NF
363
Norwood Financial
Pennsylvania
$93K
BWA
364
BDO Wealth Advisors
Florida
$91K
MCC
365
Money Concepts Capital
Florida
$88K -$116K -1,598 -57%
AA
366
Ancora Advisors
Ohio
$83K
AW
367
ACG Wealth
Georgia
$82K +$82K +1,141 New
HNB
368
Huntington National Bank
Ohio
$79K -$95K
MAWCM
369
Mine & Arao Wealth Creation & Management
California
$79K +$216 +3 +0.3%
RA
370
Rise Advisors
New York
$79K +$214 +3 +0.3%
GRP
371
Global Retirement Partners
California
$78K
CS
372
Credit Suisse
Switzerland
$78K +$78K +1,091 New
CAL
373
Capital Analysts LLC
Pennsylvania
$75K +$75K +1,046 New
PP
374
PrairieView Partners
Minnesota
$74K
MPCG
375
Matrix Private Capital Group
New York
$73K