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iShares MSCI KLD 400 Social ETF

321 hedge funds and large institutions have $1.08B invested in iShares MSCI KLD 400 Social ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+11
Holders Change %
+3.55%
% of All Funds
6.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
35
Increased
120
Reduced
80
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CJA
26
C-J Advisory
California
$6.36M -$24.1K -376 -0.4%
GAM
27
Gemmer Asset Management
California
$5.97M +$1.31M +20,532 +28%
SEI Investments
28
SEI Investments
Pennsylvania
$5.93M +$68K +1,062 +1%
FHA
29
First Horizon Advisors
Tennessee
$5M +$90.1K +1,408 +2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$4.92M +$235K +3,666 +5%
BWM
31
Baystate Wealth Management
Massachusetts
$4.83M +$427K +6,668 +10%
RJA
32
Raymond James & Associates
Florida
$4.6M -$84.8K -1,326 -2%
JFGIW
33
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.36M +$158K +2,468 +4%
GA
34
Geller Advisors
New York
$4.25M -$169K -2,646 -4%
MML Investors Services
35
MML Investors Services
Massachusetts
$4.01M +$646K +10,094 +19%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$3.74M +$2.4M +75,066 +180%
QCM
37
Quest Capital Management
Texas
$3.73M
ASN
38
Advisory Services Network
Georgia
$3.68M +$1.93M +30,176 +110%
LGWM
39
Litman Gregory Wealth Management
California
$3.62M -$141K -2,202 -4%
CCM
40
Cribstone Capital Management
Maine
$3.61M -$282K -4,404 -7%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$3.47M +$1.36M +21,230 +64%
TAM
42
Trillium Asset Management
Massachusetts
$3.38M +$40.8K +638 +1%
William Blair & Company
43
William Blair & Company
Illinois
$3.34M +$1.82M +28,470 +120%
BCI
44
Brinker Capital Investments
Pennsylvania
$3.19M +$1.65M +25,738 +107%
BCM
45
Brookstone Capital Management
Illinois
$3.18M +$525K +8,212 +20%
DWT
46
Dorsey & Whitney Trust
South Dakota
$2.98M
EAM
47
Erste Asset Management
Austria
$2.97M -$793K -12,390 -21%
HighTower Advisors
48
HighTower Advisors
Illinois
$2.95M +$11.3K +176 +0.4%
MCM
49
Manchester Capital Management
Vermont
$2.88M -$201K -3,140 -7%
Chevy Chase Trust
50
Chevy Chase Trust
Maryland
$2.82M