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iShares MSCI KLD 400 Social ETF

422 hedge funds and large institutions have $1.88B invested in iShares MSCI KLD 400 Social ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
7.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
39
Increased
184
Reduced
98
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FMP
401
Financial Management Professionals
Texas
$15K
EIP
402
Ellis Investment Partners
Pennsylvania
$15K
VRM
403
Vectors Research Management
New York
$11K
IF
404
Integrity Financial
Wyoming
$11K
KFS
405
Kelly Financial Services
Massachusetts
$10.8K +$2.09K +29 +24%
CTC
406
Central Trust Company
Missouri
$10K
CAAS
407
Capital Asset Advisory Services
Michigan
$10K +$1.9K +27 +23%
IAMOG
408
Investors Asset Management of Georgia
Georgia
$10K +$10K +134 New
GFPC
409
Global Financial Private Client
Florida
$9.78K
EWM
410
Evermay Wealth Management
Virginia
$9K
EBA
411
Eagle Bay Advisors
New York
$8.84K +$8.84K +123 New
TIM
412
Tortoise Investment Management
New York
$6K
NL
413
NVWM LLC
Pennsylvania
$5K +$5K +66 New
PA
414
Parallel Advisors
California
$4K
LDFR
415
Lehman & Derafelo Financial Resources
Pennsylvania
$4K +$4K +55 New
Bank of Montreal
416
Bank of Montreal
Ontario, Canada
$3.25K -$145 -1,988 -4%
HCP
417
Hexagon Capital Partners
Arkansas
$3K
MIM
418
Macroview Investment Management
Maryland
$3K +$3K +39 New
JPLA
419
Joseph P. Lucia & Associates
New York
$2K
NFSG
420
Newbridge Financial Services Group
Florida
$2K
PPWM
421
PFG Private Wealth Management
Florida
$2K +$2K +27 New
BTI
422
Blue Trust Inc
Georgia
$1K +$1K +13 New
WIM
423
Westside Investment Management
California
$111
PG
424
Prostatis Group
Maryland
-$4.47M -51,616 Closed
Jane Street
425
Jane Street
New York
-$3.65M -42,188 Closed