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iShares MSCI KLD 400 Social ETF

434 hedge funds and large institutions have $1.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 183 reducing their positions, and 26 closing their positions.

Holders
434
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
6.95%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
33
Increased
127
Reduced
183
Closed
26
Calls
$421K
Puts
Net Calls
+$421K
Net Calls Change
+$156K
Name Market Value Shares Shares
Change
Shares
Change %
GWSG
351
GPS Wealth Strategies Group
Colorado
$179K 2,300 +2,300 New
SWM
352
Sugarloaf Wealth Management
Georgia
$172K 2,209 -299 -12%
HR
353
Howe & Rusling
New York
$169K 2,164 +8 +0.4%
GWM
354
Geneos Wealth Management
Colorado
$166K 2,124
AC
355
AlphaCore Capital
California
$155K 1,988 +13 +0.7%
CAL
356
Capital Analysts LLC
Pennsylvania
$148K 1,896 -213 -10%
IA
357
IFP Advisors
Florida
$148K 1,447
FDCDDQ
358
Federation des caisses Desjardins du Quebec
Quebec, Canada
$147K 1,890
CT
359
Clearstead Trust
Maine
$146K 1,877
CA
360
Clearstead Advisors
Ohio
$145K 1,858
WIM
361
Westside Investment Management
California
$144K 1,850 +300 +19%
4FG
362
4Thought Financial Group
New York
$140K 1,801 -51 -3%
AWM
363
AllSquare Wealth Management
New York
$138K 1,767
ACA
364
Atlas Capital Advisors
Wyoming
$137K 1,754 -1,161 -40%
Qube Research & Technologies (QRT)
365
Qube Research & Technologies (QRT)
United Kingdom
$115K 1,480 +1,225 +480%
ME
366
McIlrath & Eck
Washington
$112K 1,441 +475 +49%
TCM
367
TD Capital Management
Tennessee
$104K 1,331 +3 +0.2%
NF
368
Norwood Financial
Pennsylvania
$101K 1,300
PAI
369
Pittenger & Anderson Inc
Nebraska
$96.3K 1,235
GRP
370
Global Retirement Partners
California
$91.6K 1,191 -148 -11%
AA
371
Ancora Advisors
Ohio
$89.7K 1,150
RA
372
Rise Advisors
New York
$87.2K 1,118 +4 +0.4%
HNB
373
Huntington National Bank
Ohio
FWM
374
Focused Wealth Management
New York
$82.4K 1,057 -656 -38%
PP
375
PrairieView Partners
Minnesota
$80K 1,034