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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 %
PTC
401
Private Trust Company
Ohio
$58.2K
ATC
402
Adirondack Trust Company
New York
$56.2K
RG
403
Retirement Group
California
$55.3K
IA
404
IFP Advisors
Florida
$48.4K -$69.4K -852 -59%
GWANC
405
Guardian Wealth Advisors (North Carolina)
North Carolina
$47.4K -$2.78K -34 -6%
BBHC
406
Brown Brothers Harriman & Co
New York
$46.6K
BCM
407
Bourgeon Capital Management
Connecticut
$46K +$7.73K +95 +20%
MFT
408
Moisand Fitzgerald Tamayo
Florida
$45.2K -$3.91K -48 -8%
CAS
409
Coppell Advisory Solutions
Texas
$43.5K -$14.2K -198 -25%
BONH
410
Bank of New Hampshire
New Hampshire
$41.5K
BCPWM
411
Bradley & Co Private Wealth Management
Florida
$41.2K
CTA
412
Colonial Trust Advisors
South Carolina
$40.7K
OP
413
ORG Partners
Indiana
$39.2K -$10.3K -127 -21%
MIFH
414
Migdal Insurance & Financial Holdings
Israel
$38K
SSB
415
Sandy Spring Bank
Maryland
$37.4K
CCP
416
Carmel Capital Partners
California
$35.7K
DFA
417
DHJJ Financial Advisors
Illinois
$35.5K +$35.5K +436 New
BWP
418
Baldwin Wealth Partners
Massachusetts
$32.6K
SSWM
419
Sheets Smith Wealth Management
North Carolina
$32.6K +$32.6K +400 New
QCG
420
Quadrant Capital Group
Ohio
$30.9K +$7.82K +96 +34%
FWP
421
FAS Wealth Partners
Kansas
$30.1K
AIC
422
Archer Investment Corporation
Indiana
$24.7K
DWA
423
Dougherty Wealth Advisers
Minnesota
$24K
PA
424
PSI Advisors
Florida
$23.8K +$3.26K +40 +16%
FFA
425
Fairfield Financial Advisors
Massachusetts
$18.7K