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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.

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 Market Value Shares Shares
Change
Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$12M 142,155 -5,642 -4%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$11.8M 140,487 -9,878 -7%
FF
28
Francis Financial
$11.3M 134,716 +8,533 +7%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$11M 131,169 -1,530 -1%
MCM
30
Manchester Capital Management
Vermont
$9.27M 110,164 -23,179 -17%
HIF
31
Hill Island Financial
Michigan
$9.19M 109,165 -5,975 -5%
MWM
32
Mascoma Wealth Management
New Hampshire
$8.79M 103,032 -5,607 -5%
GAM
33
Gemmer Asset Management
California
$8.7M 103,366 +4,556 +5%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$8.39M 99,666 -3,500 -3%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$8.11M 96,402 -3,261 -3%
FHA
36
First Horizon Advisors
Tennessee
$7.56M 89,838 -550 -0.6%
SAG
37
SageView Advisory Group
California
$6.79M 80,638 -3,703 -4%
AWS
38
Atria Wealth Solutions
New York
$6.67M 79,254 +10,197 +15%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$6.5M 77,253 -2,460 -3%
PI
40
PFG Investments
New York
$6.05M 71,844 -213 -0.3%
JFGIW
41
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.8M 68,894 -3,721 -5%
CL
42
Choreo LLC
Illinois
$5.74M 68,215 -649 -0.9%
BCI
43
Brinker Capital Investments
Pennsylvania
$5.69M 67,638 +16,611 +33%
OPS
44
Orion Portfolio Solutions
Nebraska
$5.69M 67,638 +16,611 +33%
ASN
45
Advisory Services Network
Georgia
$5.55M 65,901 -7,157 -10%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$5.48M 65,152 -1,537 -2%
SWA
47
SOA Wealth Advisors
New York
$5.48M 65,149 -6,101 -9%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$5.45M 65,044 +9,967 +18%
BWM
49
Baystate Wealth Management
Massachusetts
$5.43M 64,513 -1,599 -2%
SPIA
50
Strategic Point Investment Advisors
Rhode Island
$5.31M 63,088 -2,045 -3%