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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 Market Value Shares Shares
Change
Shares
Change %
FFA
401
Fairfield Financial Advisors
Massachusetts
$19.9K 230 +230 New
EIP
402
Ellis Investment Partners
Pennsylvania
$19K 220 +1 +0.5%
FMP
403
Financial Management Professionals
Texas
$18K 207 +207 New
BAM
404
Baldrige Asset Management
Pennsylvania
$17K 202
VRM
405
Vectors Research Management
New York
$13K 150
IF
406
Integrity Financial
Wyoming
$13K 150
CTC
407
Central Trust Company
Missouri
$12K 144
GFPC
408
Global Financial Private Client
Florida
$11.7K 135 +94 +229%
EWM
409
Evermay Wealth Management
Virginia
$11K 130 +130 New
KFS
410
Kelly Financial Services
Massachusetts
$10.5K 121 +55 +83%
CAAS
411
Capital Asset Advisory Services
Michigan
$10K 115 +6 +6%
TIM
412
Tortoise Investment Management
New York
$8K 89 -40 -31%
ADL
413
Asset Dedication LLC
California
$7K 86
CWA
414
Clearview Wealth Advisors
Oregon
$7K 77 +70 +1,000%
Simplex Trading
415
Simplex Trading
Illinois
$6K 80
PA
416
Parallel Advisors
California
$4K 50
NFSG
417
Newbridge Financial Services Group
Florida
$3K 34 -113 -77%
HCP
418
Hexagon Capital Partners
Arkansas
$3K 40
JPLA
419
Joseph P. Lucia & Associates
New York
$3K 30 +30 New
WIM
420
Westside Investment Management
California
$134 1,550
PA
421
PFG Advisors
Arizona
-35,533 Closed
HF
422
HRT Financial
New York
-35,272 Closed
FEM
423
Fulcrum Equity Management
Texas
-30,733 Closed
BCM
424
BlueCrest Capital Management
Jersey
-29,971 Closed
AI
425
Atria Investments
North Carolina
-26,956 Closed