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iShares MSCI KLD 400 Social ETF

434 hedge funds and large institutions have $1.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 183 reducing their positions, and 26 closing their positions.

Holders
434
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
6.95%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
33
Increased
127
Reduced
183
Closed
26
Calls
$421K
Puts
Net Calls
+$421K
Net Calls Change
+$156K
Name Market Value Shares Shares
Change
Shares
Change %
MCM
26
Manchester Capital Management
Vermont
$10.4M 133,343 +25 +0%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$10.3M 132,699 -1,055 -0.8%
FF
28
Francis Financial
$9.84M 126,183 +3,536 +3%
HIF
29
Hill Island Financial
Michigan
$8.93M 115,140 +208 +0.2%
MWM
30
Mascoma Wealth Management
New Hampshire
$8.51M 108,639 -502 -0.5%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$8.05M 103,166 -11,471 -10%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$7.77M 99,663 -14,751 -13%
GAM
33
Gemmer Asset Management
California
$7.71M 98,810 +8,495 +9%
FHA
34
First Horizon Advisors
Tennessee
$7.05M 90,388 -3,229 -3%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$6.95M 89,066 +20,511 +30%
SAG
36
SageView Advisory Group
California
$6.58M 84,341 -2,557 -3%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$6.22M 79,713 -63,247 -44%
ASN
38
Advisory Services Network
Georgia
$5.7M 73,058 -8,550 -10%
Cerity Partners
39
Cerity Partners
New York
$5.67M 72,699 +1,757 +2%
JFGIW
40
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.66M 72,615 +15,943 +28%
PI
41
PFG Investments
New York
$5.62M 72,057 +72,057 New
SWA
42
SOA Wealth Advisors
New York
$5.56M 71,250 +1,316 +2%
AWS
43
Atria Wealth Solutions
New York
$5.39M 69,057 -4,117 -6%
CL
44
Choreo LLC
Illinois
$5.37M 68,864 +68,864 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$5.2M 66,689 -42,726 -39%
BWM
46
Baystate Wealth Management
Massachusetts
$5.16M 66,112 -3,503 -5%
SPIA
47
Strategic Point Investment Advisors
Rhode Island
$5.08M 65,133 +695 +1%
SHJ
48
Sharkey, Howes & Javer
Colorado
$5.06M 64,891 -3,233 -5%
Corient Private Wealth
49
Corient Private Wealth
Florida
$4.81M 61,720 +6,535 +12%
GI
50
Gradient Investments
Minnesota
$4.52M 58,000 -6,638 -10%