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iShares MSCI KLD 400 Social ETF

422 hedge funds and large institutions have $1.88B invested in iShares MSCI KLD 400 Social ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 31 closing their positions.

Holders
422
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
7.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
39
Increased
184
Reduced
98
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$11.9M 165,767 -25,874 -14%
AAS
27
Ameritas Advisory Services
Nebraska
$10.7M 148,684 -5,612 -4%
FT
28
Fiduciary Trust
Massachusetts
$10.7M 148,342 -5,093 -3%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$10.2M 141,663 +9,283 +7%
HIF
30
Hill Island Financial
Michigan
$9.87M 137,322 -125 -0.1%
GI
31
Gradient Investments
Minnesota
$9.77M 135,872 -16,766 -11%
FWM
32
Frontier Wealth Management
Missouri
$9.16M 127,389 -979 -0.8%
PAG
33
Private Advisor Group
New Jersey
$8.86M 123,221 -14,096 -10%
ASN
34
Advisory Services Network
Georgia
$8.2M 114,071 +11,430 +11%
MWM
35
Mascoma Wealth Management
New Hampshire
$7.35M 102,253 -25 -0%
FF
36
Francis Financial
$7.32M 97,763 +97,763 New
MCM
37
Manchester Capital Management
Vermont
$6.98M 97,027
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$6.96M 96,740 +36,478 +61%
GAM
39
Gemmer Asset Management
California
$6.89M 95,885 -7,388 -7%
FHA
40
First Horizon Advisors
Tennessee
$6.77M 94,109 +13,874 +17%
JFGIW
41
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.34M 74,282 -1,000 -1%
AWS
42
Atria Wealth Solutions
New York
$5.3M 73,725 +25,374 +52%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$5.22M 72,626 +8,734 +14%
SWA
44
SOA Wealth Advisors
New York
$4.92M 68,361 -5,652 -8%
LWP
45
Laurel Wealth Planning
Minnesota
$4.89M 68,044 -4,812 -7%
SHJ
46
Sharkey, Howes & Javer
Colorado
$4.57M 63,599 +24,260 +62%
SPIA
47
Strategic Point Investment Advisors
Rhode Island
$4.56M 63,460 +4,645 +8%
BWM
48
Baystate Wealth Management
Massachusetts
$4.44M 61,700 +5,880 +11%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$4.35M 60,561 +6,041 +11%
OWA
50
One Wealth Advisors
California
$4.15M 57,717 +45,415 +369%