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iShares MSCI KLD 400 Social ETF

459 hedge funds and large institutions have $2.11B invested in iShares MSCI KLD 400 Social ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 159 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+25
Holders Change %
+5.76%
% of All Funds
7.24%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
47
Increased
134
Reduced
159
Closed
20
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
-$404K
Name Holding Trade Value Shares
Change
Shares
Change %
VHAM
351
Van Hulzen Asset Management
California
$236K -$2.02K -24 -0.8%
WBCM
352
Wilson & Boucher Capital Management
California
$233K
MLA
353
My Legacy Advisors
Oregon
$232K -$193K -2,251 -45%
CA
354
Continuum Advisory
Idaho
$230K -$505 -6 -0.2%
HPM
355
Hoxton Planning & Management
West Virginia
$229K -$519K -6,162 -69%
WDL
356
Well Done LLC
Michigan
$222K
TCA
357
Transcend Capital Advisors
New Jersey
$221K +$221K +2,627 New
ST
358
Smithfield Trust
Pennsylvania
$217K
AWA
359
Arkadios Wealth Advisors
Georgia
$215K +$215K +2,559 New
BFG
360
Baron Financial Group
New Jersey
$213K -$21.5K -255 -9%
AWM
361
Avior Wealth Management
Nebraska
$211K -$191K -2,266 -47%
M
362
MYeCFO
California
$211K +$211K +2,510 New
EP
363
Essential Planning
New Hampshire
$210K +$210K +2,497 New
JC
364
JB Capital
Connecticut
$210K +$210K +2,494 New
BA
365
Bristlecone Advisors
Washington
$206K -$14.6K -173 -7%
ZAM
366
Zevin Asset Management
Massachusetts
$205K -$26.2K -312 -11%
CFS
367
CRA Financial Services
New Jersey
$203K +$203K +2,408 New
SWM
368
Sugarloaf Wealth Management
Georgia
$186K
HR
369
Howe & Rusling
New York
$183K +$505 +6 +0.3%
GWM
370
Geneos Wealth Management
Colorado
$179K
GWSG
371
GPS Wealth Strategies Group
Colorado
$168K -$25.8K -307 -13%
AC
372
AlphaCore Capital
California
$165K -$2.44K -29 -1%
FDCDDQ
373
Federation des caisses Desjardins du Quebec
Quebec, Canada
$159K
CAL
374
Capital Analysts LLC
Pennsylvania
$158K -$1.77K -21 -1%
PAIM
375
Punch & Associates Investment Management
Minnesota
$157K +$157K +1,860 New