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iShares MSCI KLD 400 Social ETF

383 hedge funds and large institutions have $1.6B invested in iShares MSCI KLD 400 Social ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 147 increasing their positions, 113 reducing their positions, and 15 closing their positions.

Holders
383
Holders Change
+12
Holders Change %
+3.23%
% of All Funds
6.69%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
29
Increased
147
Reduced
113
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$9.63M 116,250 +7,563 +7%
LWP
27
Laurel Wealth Planning
Minnesota
$9.22M 111,263 +9,117 +9%
BCM
28
Brookstone Capital Management
Illinois
$9.17M 108,999 +238 +0.2%
MCM
29
Manchester Capital Management
Vermont
$9.1M 109,865 +773 +0.7%
PG
30
Prostatis Group
Maryland
$8.55M 103,235 +24,350 +31%
MML Investors Services
31
MML Investors Services
Massachusetts
$8.44M 101,878 +49,869 +96%
CJA
32
C-J Advisory
California
$8.38M 101,139 -1,923 -2%
ASN
33
Advisory Services Network
Georgia
$8.15M 98,389 +252 +0.3%
GAM
34
Gemmer Asset Management
California
$8.04M 97,004 +6,968 +8%
RJA
35
Raymond James & Associates
Florida
$7.47M 90,131 +16,449 +22%
BWM
36
Baystate Wealth Management
Massachusetts
$7.24M 87,431 -18,856 -18%
JFGIW
37
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.65M 80,307 +1,780 +2%
SWA
38
SOA Wealth Advisors
New York
$6.31M 76,235 -6,827 -8%
FHA
39
First Horizon Advisors
Tennessee
$6.3M 76,080 +244 +0.3%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$6.25M 75,468 +14,891 +25%
MWM
41
Mascoma Wealth Management
New Hampshire
$6.14M 74,170 +17,628 +31%
GI
42
Gradient Investments
Minnesota
$6.12M 73,871 -55,279 -43%
SW
43
SVB Wealth
Massachusetts
$5.78M 69,778 -6,160 -8%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$5.56M 67,143 +21,246 +46%
EAM
45
Erste Asset Management
Austria
$5.32M 64,278 -1,758 -3%
QCM
46
Quest Capital Management
Texas
$4.78M 57,649 -202 -0.3%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$4.73M 57,045 +2,428 +4%
William Blair & Company
48
William Blair & Company
Illinois
$4.58M 55,237 -2,013 -4%
GA
49
Geller Advisors
New York
$4.57M 55,220 -4,247 -7%
PAS
50
Park Avenue Securities
New York
$4.35M 52,522 -6,592 -11%