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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 %
FWP
426
FAS Wealth Partners
Kansas
$31.1K -$54.4K -646 -64%
AIC
427
Archer Investment Corporation
Indiana
$25.6K +$25.6K +304 New
TWC
428
TD Waterhouse Canada
Ontario, Canada
$25K
DWA
429
Dougherty Wealth Advisers
Minnesota
$24.8K
QCG
430
Quadrant Capital Group
Ohio
$23.9K +$23.9K +284 New
CWA
431
Clearview Wealth Advisors
Oregon
$23.2K +$84 +1 +0.4%
PA
432
PSI Advisors
Florida
$21.2K
Qube Research & Technologies (QRT)
433
Qube Research & Technologies (QRT)
United Kingdom
$20.2K -$8.23K -429 -29%
FFA
434
Fairfield Financial Advisors
Massachusetts
$19.4K
HCM
435
Hollencrest Capital Management
California
$18.7K
APC
436
Aspire Private Capital
North Carolina
$18K +$168 +2 +0.9%
GFPC
437
Global Financial Private Client
Florida
$16.1K -$1.01K -12 -6%
DWMG
438
DB Wealth Management Group
California
$14K
KFS
439
Kelly Financial Services
Massachusetts
$13.8K
CFO
440
CVA Family Office
Colorado
$13.3K
SCA
441
Stonebridge Capital Advisors
Minnesota
$12.6K +$12.6K +150 New
BWA
442
BDO Wealth Advisors
Florida
$12.3K
TFA
443
Toth Financial Advisory
Virginia
$12.2K +$12.2K +145 New
CTC
444
Central Trust Company
Missouri
$12.1K
BA
445
Ballast Advisors
Minnesota
$11.5K
EWM
446
Evermay Wealth Management
Virginia
$10.9K
EBA
447
Eagle Bay Advisors
New York
$10.4K
CPG
448
Cornerstone Planning Group
New Jersey
$9.51K +$9.51K +113 New
RIA
449
Realta Investment Advisors
Delaware
$8.65K +$8.65K +103 New
BC
450
Barrett & Company
Rhode Island
$4.71K