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iShares MSCI KLD 400 Social ETF

429 hedge funds and large institutions have $2.11B invested in iShares MSCI KLD 400 Social ETF in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 158 increasing their positions, 109 reducing their positions, and 18 closing their positions.

Holders
429
Holders Change
+46
Holders Change %
+12.01%
% of All Funds
6.63%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
69
Increased
158
Reduced
109
Closed
18
Calls
$650K
Puts
Net Calls
+$650K
Net Calls Change
+$650K
Name Holding Trade Value Shares
Change
Shares
Change %
PA
426
Parallel Advisors
California
$5K
HCP
427
Hexagon Capital Partners
Arkansas
$4K
GFPC
428
Global Financial Private Client
Florida
$3.81K
CWA
429
Clearview Wealth Advisors
Oregon
$1K +$143 +1 +17%
WIM
430
Westside Investment Management
California
$144
BMO
431
Beck Mack & Oliver
New York
-$2.11M -25,338 Closed
BCM
432
Barometer Capital Management
Ontario, Canada
-$840K -10,100 Closed
CFG
433
Cooper Financial Group
California
-$549K -6,595 Closed
GSEP
434
Golden State Equity Partners
California
-$376K -4,517 Closed
RFC
435
Regions Financial Corp
Alabama
-$314K -3,768 Closed
LNB
436
Ledyard National Bank
-$255K -3,064 Closed
PTC
437
Private Trust Company
Ohio
-$243K -2,920 Closed
LWM
438
Liberty Wealth Management
California
-$166K -1,892 Closed
PWM
439
Prentice Wealth Management
New York
-$122K -1,470 Closed
AC
440
AlphaCore Capital
California
-$92K -1,106 Closed
GRP
441
Global Retirement Partners
California
-$77K -925 Closed
PWA
442
Phoenix Wealth Advisors
North Carolina
-$50K -600 Closed
Barclays
443
Barclays
United Kingdom
-$38K -456 Closed
Qube Research & Technologies (QRT)
444
Qube Research & Technologies (QRT)
United Kingdom
-$15K -184 Closed
TWA
445
TCI Wealth Advisors
Arizona
-$8K -96 Closed
DOA
446
D'Orazio & Associates
Virginia
-$8K -92 Closed
IF
447
Ironwood Financial
Arizona
-$3K -36 Closed
JPLA
448
Joseph P. Lucia & Associates
New York
-$2K -30 Closed