DSI icon

iShares MSCI KLD 400 Social ETF

436 hedge funds and large institutions have $2.34B invested in iShares MSCI KLD 400 Social ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 135 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+19
Holders Change %
+4.56%
% of All Funds
7.03%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
46
Increased
155
Reduced
135
Closed
20
Calls
$294K
Puts
$29K
Net Calls
+$265K
Net Calls Change
+$265K
Name Holding Trade Value Shares
Change
Shares
Change %
ME
376
McIlrath & Eck
Washington
$69.3K -$62.7K -873 -47%
WA
377
Win Advisors
Florida
$65K
MAWCM
378
Mine & Arao Wealth Creation & Management
California
$58.4K -$20.4K -284 -26%
PTC
379
Private Trust Company
Ohio
$57K
RG
380
Retirement Group
California
$49K +$42.5K +589 +654%
ATC
381
Adirondack Trust Company
New York
$47.4K
MFT
382
Moisand Fitzgerald Tamayo
Florida
$45.5K
PMFA
383
Plante Moran Financial Advisors
Michigan
$44.4K +$33.6K +468 +312%
GWANC
384
Guardian Wealth Advisors (North Carolina)
North Carolina
$44.1K
CAS
385
Coppell Advisory Solutions
Texas
$43.5K +$43.5K +606 New
CASC
386
Coppell Advisory Solutions Corp
Texas
$43.5K +$43.5K +606 New
KTC
387
Kistler-Tiffany Companies
Pennsylvania
$42.8K
ZIG
388
Zullo Investment Group
Pennsylvania
$41.8K
FP
389
Financial Perspectives
Minnesota
$41.5K +$8.48K +118 +26%
BBHC
390
Brown Brothers Harriman & Co
New York
$41.1K
VCM
391
Vigilant Capital Management
Maine
$39K
BONH
392
Bank of New Hampshire
New Hampshire
$37K
BCPWM
393
Bradley & Co Private Wealth Management
Florida
$36.3K
CTA
394
Colonial Trust Advisors
South Carolina
$35.9K +$35.9K +500 New
MIFH
395
Migdal Insurance & Financial Holdings
Israel
$34K
SSB
396
Sandy Spring Bank
Maryland
$33K
BWP
397
Baldwin Wealth Partners
Massachusetts
$28.7K
TRCT
398
Tower Research Capital (TRC)
New York
$25K -$1.07M -15,198 -98%
EE
399
EWG Elevate
California
$23.6K +$23.6K +329 New
TWC
400
TD Waterhouse Canada
Ontario, Canada
$21.2K