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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 %
CCP
401
Carmel Capital Partners
California
$34.2K 438 +438 New
BWP
402
Baldwin Wealth Partners
Massachusetts
$31.2K 400
TWC
403
TD Waterhouse Canada
Ontario, Canada
$23.1K 296
DWA
404
Dougherty Wealth Advisers
Minnesota
$23K 295 +21 +8%
CWA
405
Clearview Wealth Advisors
Oregon
$21.4K 274 -6 -2%
PA
406
PSI Advisors
Florida
$19.7K 252
FFA
407
Fairfield Financial Advisors
Massachusetts
$17.7K 230
HCM
408
Hollencrest Capital Management
California
$17.3K 222
APC
409
Aspire Private Capital
North Carolina
$16.5K 212 -30 -12%
GFPC
410
Global Financial Private Client
Florida
$15.8K 203
Commonwealth Equity Services
411
Commonwealth Equity Services
Massachusetts
$15.5K 198,698 -11,991 -6%
DWMG
412
DB Wealth Management Group
California
$12.9K 166 -38 -19%
KFS
413
Kelly Financial Services
Massachusetts
$12.7K 163 +6 +4%
CFO
414
CVA Family Office
Colorado
$12.3K 158
BWA
415
BDO Wealth Advisors
Florida
$11.4K 146 -1,115 -88%
CTC
416
Central Trust Company
Missouri
$11.2K 144
BA
417
Ballast Advisors
Minnesota
$10.7K 137
EWM
418
Evermay Wealth Management
Virginia
$10.1K 130
ADL
419
Asset Dedication LLC
California
$10K 119 +25 +27%
EBA
420
Eagle Bay Advisors
New York
$9.59K 123
LWCFA
421
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.42K 108 +108 New
CYG
422
Clean Yield Group
Vermont
$7.8K 100 +100 New
NHT
423
New Hampshire Trust
New Hampshire
$7.18K 92
BC
424
Barrett & Company
Rhode Island
$4.37K 56
FCA
425
Fortis Capital Advisors
Kansas
$4.37K 56