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iShares MSCI KLD 400 Social ETF

434 hedge funds and large institutions have $1.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 183 reducing their positions, and 26 closing their positions.

Holders
434
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
6.95%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
33
Increased
127
Reduced
183
Closed
26
Calls
$421K
Puts
Net Calls
+$421K
Net Calls Change
+$156K
Name Market Value Shares Shares
Change
Shares
Change %
BAM
376
Belpointe Asset Management
Nevada
$79.9K 1,025 -84 -8%
MPCG
377
Matrix Private Capital Group
New York
$79.7K 1,022
FWP
378
FAS Wealth Partners
Kansas
$79.3K 1,016 -18 -2%
EWM
379
EPG Wealth Management
Georgia
$78K 1,000
LJHT
380
Laurie J. Hall Trustee
$70K 900 +900 New
OLVIG
381
Oliver Lagore Vanvalin Investment Group
Michigan
$69.2K 888 -1,265 -59%
EWA
382
EverSource Wealth Advisors
Alabama
$67.5K 866 -269 -24%
PCMC
383
Private Capital Management (Colorado)
Colorado
$64.9K 832 +832 New
MAWCM
384
Mine & Arao Wealth Creation & Management
California
$63.7K 816 +3 +0.4%
FP
385
Financial Perspectives
Minnesota
$60.9K 781 +203 +35%
PTC
386
Private Trust Company
Ohio
$55.8K 715 -85 -11%
ATC
387
Adirondack Trust Company
New York
$53.8K 690 +30 +5%
RG
388
Retirement Group
California
$53K 679
MFT
389
Moisand Fitzgerald Tamayo
Florida
$49.4K 634
GWANC
390
Guardian Wealth Advisors (North Carolina)
North Carolina
$48.4K 621 +7 +1%
PMFA
391
Plante Moran Financial Advisors
Michigan
$48.2K 618
KTC
392
Kistler-Tiffany Companies
Pennsylvania
$46.5K 596
BBHC
393
Brown Brothers Harriman & Co
New York
$44.6K 572
VCM
394
Vigilant Capital Management
Maine
$43K 550
WFA
395
Wells Financial Advisors
Massachusetts
$42.4K 544 +360 +196%
BONH
396
Bank of New Hampshire
New Hampshire
$39.8K 510
BCPWM
397
Bradley & Co Private Wealth Management
Florida
$39.5K 506
CTA
398
Colonial Trust Advisors
South Carolina
$39K 500
MIFH
399
Migdal Insurance & Financial Holdings
Israel
$37K 470
SSB
400
Sandy Spring Bank
Maryland
$35.9K 460