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iShares MSCI KLD 400 Social ETF

459 hedge funds and large institutions have $2.11B invested in iShares MSCI KLD 400 Social ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 159 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+25
Holders Change %
+5.76%
% of All Funds
7.24%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
47
Increased
134
Reduced
159
Closed
20
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
-$404K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
376
Clearstead Advisors
Ohio
$156K
WIM
377
Westside Investment Management
California
$156K
ACA
378
Atlas Capital Advisors
Wyoming
$148K
CT
379
Clearstead Trust
Maine
$146K
4FG
380
4Thought Financial Group
New York
$146K -$5.98K -71 -4%
AWM
381
AllSquare Wealth Management
New York
$141K
IA
382
IFP Advisors
Florida
$122K
CWA
383
Carolina Wealth Advisors
South Carolina
$118K +$118K +1,406 New
ME
384
McIlrath & Eck
Washington
$116K -$4.8K -57 -4%
TCM
385
TD Capital Management
Tennessee
$112K +$168 +2 +0.2%
CTWM
386
Cherry Tree Wealth Management
Minnesota
$111K +$111K +1,324 New
NF
387
Norwood Financial
Pennsylvania
$109K
PAI
388
Pittenger & Anderson Inc
Nebraska
$104K
Jones Financial Companies
389
Jones Financial Companies
Missouri
$101K +$101K +1,205 New
GRP
390
Global Retirement Partners
California
$100K
Barclays
391
Barclays
United Kingdom
$99K +$99K +1,179 New
AA
392
Ancora Advisors
Ohio
$96.8K
RA
393
Rise Advisors
New York
$94.3K +$252 +3 +0.3%
HNB
394
Huntington National Bank
Ohio
$92K -$85.2K
FWM
395
Focused Wealth Management
New York
$89K +$84 +1 +0.1%
PP
396
PrairieView Partners
Minnesota
$87K
MPCG
397
Matrix Private Capital Group
New York
$86K
EWM
398
EPG Wealth Management
Georgia
$84.2K
LFA
399
LGT Financial Advisors
Texas
$78.4K +$78.4K +932 New
LJHT
400
Laurie J. Hall Trustee
$76K