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iShares MSCI KLD 400 Social ETF

516 hedge funds and large institutions have $2.76B invested in iShares MSCI KLD 400 Social ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 168 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
+13
Holders Change %
+2.58%
% of All Funds
7.51%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
49
Increased
180
Reduced
168
Closed
26
Calls
$312K
Puts
$73K
Net Calls
+$239K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
351
AE Wealth Management
Kansas
$340K -$13.6K -131 -4%
HWA
352
Hilltop Wealth Advisors
North Carolina
$339K
FFA
353
First Foundation Advisors
California
$336K
GFS
354
GYL Financial Synergies
Connecticut
$334K +$10.7K +103 +3%
RPC
355
Rossmore Private Capital
Connecticut
$334K
CFD
356
Creative Financial Designs
Indiana
$330K +$19.4K +187 +6%
TRCT
357
Tower Research Capital (TRC)
New York
$329K -$290K -2,795 -47%
PO
358
Private Ocean
California
$328K
BHIA
359
Birch Hill Investment Advisors
Massachusetts
$328K -$5.19K -50 -2%
OPW
360
Oxler Private Wealth
New York
$327K +$623 +6 +0.2%
GA
361
Goldstein Advisors
Wisconsin
$326K -$3.12K -30 -0.9%
AWM
362
Affinity Wealth Management
Delaware
$325K
LC
363
Landaas & Company
Wisconsin
$321K +$623 +6 +0.2%
MIA
364
Milestone Investment Advisors
Wisconsin
$318K -$23.7K -228 -7%
JWBC
365
J.W. Burns & Co
New York
$316K
VCP
366
Verus Capital Partners
Arizona
$313K -$93.6K -901 -23%
SIAP
367
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$312K
RDFA
368
Ritter Daniher Financial Advisory
Ohio
$312K
G
369
GenTrust
Florida
$308K
GWP
370
Gateway Wealth Partners
Wisconsin
$306K +$30.7K +296 +11%
JFA
371
JNBA Financial Advisors
Minnesota
$303K
TCA
372
Transcend Capital Advisors
New Jersey
$299K -$23.3K -224 -7%
MA
373
Mutual Advisors
Nebraska
$297K -$424K -4,087 -59%
SAM
374
Smartleaf Asset Management
Massachusetts
$296K -$13.7K -131 -4%
SCM
375
Sage Capital Management
New Jersey
$294K