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iShares MSCI KLD 400 Social ETF

492 hedge funds and large institutions have $2.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 198 increasing their positions, 133 reducing their positions, and 13 closing their positions.

Holders
492
Holders Change
+42
Holders Change %
+9.33%
% of All Funds
7.21%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
61
Increased
198
Reduced
133
Closed
13
Calls
$273K
Puts
Net Calls
+$273K
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
476
Central Trust Company
Missouri
$13.1K
BA
477
Ballast Advisors
Minnesota
$12.5K
EWP
478
Elevation Wealth Partners
California
$12.2K +$12.2K +150 New
AWM
479
Able Wealth Management
New Jersey
$12.1K +$12.1K +133 New
EWM
480
Evermay Wealth Management
Virginia
$11.8K
EBA
481
Eagle Bay Advisors
New York
$11.2K
PWMG
482
Private Wealth Management Group
New Jersey
$6.83K +$6.83K +75 New
BC
483
Barrett & Company
Rhode Island
$5.1K
PA
484
Parallel Advisors
California
$4.55K
TIM
485
Tortoise Investment Management
New York
$4.1K
ADL
486
Asset Dedication LLC
California
$4K
HCP
487
Hexagon Capital Partners
Arkansas
$3.64K
MIM
488
Macroview Investment Management
Maryland
$3.58K
KFS
489
Kelly Financial Services
Massachusetts
$3.39K -$10.7K -117 -76%
WIA
490
Wetzel Investment Advisors
Indiana
$3K +$3K +37 New
PPWM
491
PFG Private Wealth Management
Florida
$2.46K
FCA
492
FinTrust Capital Advisors
South Carolina
$2.19K
BTI
493
Blue Trust Inc
Georgia
$1K
TA
494
Trellis Advisors
Washington
-$2.96M -36,391 Closed
Two Sigma Investments
495
Two Sigma Investments
New York
-$2M -24,600 Closed
RA
496
RFG Advisory
Alabama
-$315K -3,868 Closed
WAOTB
497
Wealth Advisors of Tampa Bay
Florida
-$279K -3,428 Closed
EW
498
Evoke Wealth
California
-$213K -2,610 Closed
EP
499
Essential Planning
New Hampshire
-$207K -2,541 Closed
CCP
500
Carmel Capital Partners
California
-$35.7K -438 Closed