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iShares MSCI KLD 400 Social ETF

450 hedge funds and large institutions have $2.1B invested in iShares MSCI KLD 400 Social ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 171 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-9
Holders Change %
-1.96%
% of All Funds
7.17%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
29
Increased
118
Reduced
171
Closed
30
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Shares
Change %
Qube Research & Technologies (QRT)
376
Qube Research & Technologies (QRT)
United Kingdom
$143K +$57.2K +703 +67%
4FG
377
4Thought Financial Group
New York
$140K -$570 -7 -0.4%
ME
378
McIlrath & Eck
Washington
$116K +$3.42K +42 +3%
CTWM
379
Cherry Tree Wealth Management
Minnesota
$108K
NF
380
Norwood Financial
Pennsylvania
$106K
TCM
381
TD Capital Management
Tennessee
$103K -$5.78K -71 -5%
PAI
382
Pittenger & Anderson Inc
Nebraska
$101K
Jones Financial Companies
383
Jones Financial Companies
Missouri
$98.1K
GRP
384
Global Retirement Partners
California
$96.6K
AA
385
Ancora Advisors
Ohio
$93.6K
RA
386
Rise Advisors
New York
$91.2K
HNB
387
Huntington National Bank
Ohio
$89K -$92K
FWM
388
Focused Wealth Management
New York
$86.1K
PP
389
PrairieView Partners
Minnesota
$84K
MPCG
390
Matrix Private Capital Group
New York
$83.5K
EWM
391
EPG Wealth Management
Georgia
$81.4K
Bessemer Group
392
Bessemer Group
New Jersey
$81K +$15.8K +195 +24%
LJHT
393
Laurie J. Hall Trustee
$73K
TWC
394
TD Waterhouse Canada
Ontario, Canada
$72K +$46.3K +533 +180%
EWA
395
EverSource Wealth Advisors
Alabama
$69.6K -$896 -11 -1%
PCMC
396
Private Capital Management (Colorado)
Colorado
$67.7K
OLVIG
397
Oliver Lagore Vanvalin Investment Group
Michigan
$67.3K -$3.34K -41 -5%
MAWCM
398
Mine & Arao Wealth Creation & Management
California
$66.6K
FP
399
Financial Perspectives
Minnesota
$63.7K
LFA
400
LGT Financial Advisors
Texas
$62.5K -$13.4K -164 -18%