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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 %
PWP
426
Personal Wealth Partners
Minnesota
-$2.09M -24,113 Closed
SOS
427
Silver Oak Securities
Tennessee
-$1.26M -14,844 Closed
EWM
428
Evercore Wealth Management
New York
-$970K -11,198 Closed
KWM
429
Kingsview Wealth Management
Oregon
-$936K -10,811 Closed
FA
430
Financial Advisors
Massachusetts
-$777K -8,968 Closed
KA
431
Kovack Advisors
Florida
-$672K -7,767 Closed
KLI
432
Kelman-Lazarov Inc
Tennessee
-$546K -6,303 Closed
RWA
433
Redhawk Wealth Advisors
Minnesota
-$334K -3,854 Closed
RF
434
Resolute Financial
Massachusetts
-$305K -3,517 Closed
CG
435
Colony Group
Massachusetts
-$297K -3,433 Closed
PCG
436
Private Capital Group
Connecticut
-$263K -3,039 Closed
FIBT
437
First International Bank & Trust
North Dakota
-$262K -3,023 Closed
BPA
438
Beacon Pointe Advisors
California
-$259K -2,991 Closed
BA
439
Ballew Advisors
Mississippi
-$249K -2,961 Closed
WBCM
440
Wilson & Boucher Capital Management
California
-$240K -2,770 Closed
KCM
441
Karp Capital Management
California
-$231K -2,666 Closed
VPIM
442
Vanguard Personalized Indexing Management
California
-$229K -2,648 Closed
REMPR
443
Roof Eidam Maycock Peralta (REMP)
California
-$221K -2,550 Closed
VHAM
444
Van Hulzen Asset Management
California
-$215K -2,486 Closed
FCI
445
Financial Counselors Inc
Kansas
-$206K -2,373 Closed
TSS
446
Two Sigma Securities
New York
-$202K -2,329 Closed
PFS
447
Prospera Financial Services
Texas
-$145K -1,675 Closed
EWM
448
EPG Wealth Management
Georgia
-$87K -1,000 Closed
SCA
449
Sandy Cove Advisors
Massachusetts
-$45K -520 Closed
FFA
450
Freedman Financial Associates
Massachusetts
-$30K -340 Closed