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iShares MSCI KLD 400 Social ETF

503 hedge funds and large institutions have $2.66B invested in iShares MSCI KLD 400 Social ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 148 increasing their positions, 198 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+11
Holders Change %
+2.24%
% of All Funds
7.29%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
46
Increased
148
Reduced
198
Closed
22
Calls
$302K
Puts
$40K
Net Calls
+$262K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Shares
Change %
PO
351
Private Ocean
California
$319K -$14.1K -140 -4%
M
352
MYeCFO
California
$319K
OPW
353
Oxler Private Wealth
New York
$316K +$806 +8 +0.3%
AWM
354
Affinity Wealth Management
Delaware
$316K
GFS
355
GYL Financial Synergies
Connecticut
$314K
JSW
356
Journey Strategic Wealth
New Jersey
$314K +$314K +3,110 New
TCA
357
Transcend Capital Advisors
New Jersey
$313K +$45.2K +448 +17%
LC
358
Landaas & Company
Wisconsin
$311K +$807 +8 +0.3%
JWBC
359
J.W. Burns & Co
New York
$307K
SIAP
360
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$302K
RDFA
361
Ritter Daniher Financial Advisory
Ohio
$302K
CFD
362
Creative Financial Designs
Indiana
$302K -$27.4K -272 -8%
G
363
GenTrust
Florida
$299K
SAM
364
Smartleaf Asset Management
Massachusetts
$299K
DI
365
DDFG Inc
California
$297K -$30.3K -301 -9%
JFA
366
JNBA Financial Advisors
Minnesota
$294K +$8.87K +88 +3%
JC
367
JB Capital
Connecticut
$288K +$21.2K +210 +8%
SCM
368
Sage Capital Management
New Jersey
$286K
WBCM
369
Wilson & Boucher Capital Management
California
$282K +$3.02K +30 +1%
USCWA
370
U.S. Capital Wealth Advisors
Texas
$281K -$14K -139 -5%
AIA
371
Arbor Investment Advisors
North Carolina
$279K +$202 +2 +0.1%
TF
372
Theory Financial
Colorado
$273K +$273K +2,707 New
HPM
373
Hoxton Planning & Management
West Virginia
$272K -$15.8K -157 -5%
GWP
374
Gateway Wealth Partners
Wisconsin
$267K -$19.9K -197 -7%
4FG
375
4Thought Financial Group
New York
$264K +$61.3K +608 +30%