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iShares MSCI KLD 400 Social ETF

420 hedge funds and large institutions have $2.03B invested in iShares MSCI KLD 400 Social ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 181 increasing their positions, 110 reducing their positions, and 34 closing their positions.

Holders
420
Holders Change
-9
Holders Change %
-2.1%
% of All Funds
6.65%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
30
Increased
181
Reduced
110
Closed
34
Calls
$277K
Puts
Net Calls
+$277K
Net Calls Change
-$373K
Name Holding Trade Value Shares
Change
Shares
Change %
PP
376
PrairieView Partners
Minnesota
$90K
MPCG
377
Matrix Private Capital Group
New York
$89K
EWM
378
EPG Wealth Management
Georgia
$87K
GRP
379
Global Retirement Partners
California
$81K +$81K +1,091 New
OLVIG
380
Oliver Lagore Vanvalin Investment Group
Michigan
$78K +$78K +989 New
HI
381
Hudock Inc
Pennsylvania
$64K
ATC
382
Adirondack Trust Company
New York
$57K
MFT
383
Moisand Fitzgerald Tamayo
Florida
$56K +$1.82K +21 +3%
KTC
384
Kistler-Tiffany Companies
Pennsylvania
$52K
ZIG
385
Zullo Investment Group
Pennsylvania
$50K
WFA
386
Wells Financial Advisors
Massachusetts
$48K +$19K +220 +65%
SCA
387
Sandy Cove Advisors
Massachusetts
$45K
BCPWM
388
Bradley & Co Private Wealth Management
Florida
$44K
BONH
389
Bank of New Hampshire
New Hampshire
$44K +$44K +510 New
MIFH
390
Migdal Insurance & Financial Holdings
Israel
$41K
SSB
391
Sandy Spring Bank
Maryland
$40K
BA
392
Ballast Advisors
Minnesota
$39K
PAIM
393
Punch & Associates Investment Management
Minnesota
$38K -$1.31K -15 -3%
BWP
394
Baldwin Wealth Partners
Massachusetts
$35K
FFA
395
Freedman Financial Associates
Massachusetts
$30K +$6.44K +73 +27%
FP
396
Financial Perspectives
Minnesota
$28.5K +$87 +1 +0.3%
TWC
397
TD Waterhouse Canada
Ontario, Canada
$25.7K
DWA
398
Dougherty Wealth Advisers
Minnesota
$24K
PA
399
PSI Advisors
Florida
$22K +$430 +5 +2%
DWMG
400
DB Wealth Management Group
California
$21K