DSI icon

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 %
PA
426
Parallel Advisors
California
$3.9K 50 -152 -75%
TIM
427
Tortoise Investment Management
New York
$3.51K 45 -52 -54%
HCP
428
Hexagon Capital Partners
Arkansas
$3.12K 40
MIM
429
Macroview Investment Management
Maryland
$3.04K 39
FA
430
Faithward Advisors
Pennsylvania
$2.8K 36 +36 New
NFSG
431
Newbridge Financial Services Group
Florida
$2.68K 34
PPWM
432
PFG Private Wealth Management
Florida
$2.11K 27
BTI
433
Blue Trust Inc
Georgia
$1K 13
MHR
434
Matthew Hamilton Rosenberg
$156 2
FGAM
435
Financial Gravity Asset Management
Texas
$136 1,735 +1,735 New
PG
436
Prostatis Group
Maryland
-61,113 Closed
LGWM
437
Litman Gregory Wealth Management
California
-44,220 Closed
DIA
438
Dana Investment Advisors
Wisconsin
-18,571 Closed
FFG
439
Frisch Financial Group
New York
-5,695 Closed
MA
440
Mutual Advisors
Nebraska
-5,540 Closed
LFA
441
LGT Financial Advisors
Texas
-4,250 Closed
TCA
442
Transcend Capital Advisors
New Jersey
-4,005 Closed
BS
443
Banco Santander
Spain
-4,000 Closed
DC
444
DeDora Capital
California
-3,700 Closed
NHFG
445
New Harbor Financial Group
Massachusetts
-3,641 Closed
GWA
446
GGM Wealth Advisors
Maryland
-3,233 Closed
MCC
447
Money Concepts Capital
Florida
-3,146 Closed
BFM
448
Boston Financial Management
Massachusetts
-3,072 Closed
JC
449
JB Capital
Connecticut
-2,790 Closed
CS
450
Credit Suisse
Switzerland
-2,038 Closed