DSI icon

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 %
OLVIG
401
Oliver Lagore Vanvalin Investment Group
Michigan
$73.1K -$1.68K -20 -2%
EWA
402
EverSource Wealth Advisors
Alabama
$72.9K
PCMC
403
Private Capital Management (Colorado)
Colorado
$70K
MAWCM
404
Mine & Arao Wealth Creation & Management
California
$68.9K +$168 +2 +0.2%
Bessemer Group
405
Bessemer Group
New Jersey
$68K -$145K -1,721 -68%
CAS
406
Coppell Advisory Solutions
Texas
$66.9K +$66.9K +804 New
IGWM
407
ICA Group Wealth Management
Colorado
$66.7K +$66.7K +792 New
FP
408
Financial Perspectives
Minnesota
$65.9K +$168 +2 +0.3%
ATC
409
Adirondack Trust Company
New York
$60.2K
PTC
410
Private Trust Company
Ohio
$60.2K
RG
411
Retirement Group
California
$57.2K
GWANC
412
Guardian Wealth Advisors (North Carolina)
North Carolina
$51.7K -$589 -7 -1%
OP
413
ORG Partners
Indiana
$51.3K +$51.3K +608 New
MFT
414
Moisand Fitzgerald Tamayo
Florida
$50.8K -$2.61K -31 -5%
KTC
415
Kistler-Tiffany Companies
Pennsylvania
$50.2K
BBHC
416
Brown Brothers Harriman & Co
New York
$48.1K
VCM
417
Vigilant Capital Management
Maine
$46K
BONH
418
Bank of New Hampshire
New Hampshire
$42.9K
BCPWM
419
Bradley & Co Private Wealth Management
Florida
$42.6K
CTA
420
Colonial Trust Advisors
South Carolina
$42.1K
MIFH
421
Migdal Insurance & Financial Holdings
Israel
$40K
BCM
422
Bourgeon Capital Management
Connecticut
$39.6K +$39.6K +470 New
SSB
423
Sandy Spring Bank
Maryland
$38.7K
CCP
424
Carmel Capital Partners
California
$36.9K
BWP
425
Baldwin Wealth Partners
Massachusetts
$33.7K