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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 %
CYG
451
Clean Yield Group
Vermont
$4.21K -$4.21K -50 -50%
PA
452
Parallel Advisors
California
$4.21K
ADL
453
Asset Dedication LLC
California
$4K -$6.58K -74 -62%
TIM
454
Tortoise Investment Management
New York
$3.79K
HCP
455
Hexagon Capital Partners
Arkansas
$3.37K
MIM
456
Macroview Investment Management
Maryland
$3.28K
PPWM
457
PFG Private Wealth Management
Florida
$2.27K
BTI
458
Blue Trust Inc
Georgia
$1K
HBW
459
Hazlett, Burt & Watson
West Virginia
$1K +$1K +14 New
FGAM
460
Financial Gravity Asset Management
Texas
$146
AAS
461
Ameritas Advisory Services
Nebraska
-$10.7M -137,507 Closed
HF
462
HRT Financial
New York
-$2.55M -32,654 Closed
MM
463
Main Management
California
-$1.73M -22,205 Closed
1WM
464
1900 Wealth Management
Texas
-$938K -12,910 Closed
NFP
465
NorthLanding Financial Partners
New York
-$945K -12,123 Closed
BPA
466
Beacon Pointe Advisors
California
-$927K -11,881 Closed
MOS
467
MGO One Seven
Ohio
-$816K -10,464 Closed
AWP
468
Abacus Wealth Partners
California
-$360K -4,628 Closed
CW
469
CreativeOne Wealth
Kansas
-$358K -4,595 Closed
SFMG
470
Sage Financial Management Group
Virginia
-$245K -3,147 Closed
FA
471
Flagstar Advisors
New York
-$232K -2,969 Closed
BAM
472
Belpointe Asset Management
Nevada
-$79.9K -1,025 Closed
PMFA
473
Plante Moran Financial Advisors
Michigan
-$48.2K -618 Closed
WFA
474
Wells Financial Advisors
Massachusetts
-$42.4K -544 Closed
LWCFA
475
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$8.42K -108 Closed