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iShares MSCI KLD 400 Social ETF

503 hedge funds and large institutions have $2.66B invested in iShares MSCI KLD 400 Social ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 148 increasing their positions, 198 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+11
Holders Change %
+2.24%
% of All Funds
7.29%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
46
Increased
148
Reduced
198
Closed
22
Calls
$302K
Puts
$40K
Net Calls
+$262K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Shares
Change %
LWCFA
476
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30.3K
CTC
477
Central Trust Company
Missouri
$29.2K +$14.7K +146 +101%
DWA
478
Dougherty Wealth Advisers
Minnesota
$27.1K -$2.62K -26 -9%
HCM
479
Hollencrest Capital Management
California
$22.4K
PA
480
PSI Advisors
Florida
$21.7K -$9.89K -98 -31%
APC
481
Aspire Private Capital
North Carolina
$21.6K -$1.11K -11 -5%
FMII
482
Farmers & Merchants Investments Inc
Nebraska
$21.4K
GFPC
483
Global Financial Private Client
Florida
$20.5K -$202 -2 -1%
HWA
484
Heritage Wealth Advisors
Virginia
$18.1K
CFO
485
CVA Family Office
Colorado
$15.9K
EWP
486
Elevation Wealth Partners
California
$15.1K
BA
487
Ballast Advisors
Minnesota
$13.8K
EWM
488
Evermay Wealth Management
Virginia
$13.1K
EBA
489
Eagle Bay Advisors
New York
$12.4K
RIA
490
Realta Investment Advisors
Delaware
$10.5K +$10.5K +104 New
TFA
491
Toth Financial Advisory
Virginia
$8.57K -$6.05K -60 -41%
HDIM
492
Hanson & Doremus Investment Management
Vermont
$6K +$6K +55 New
BC
493
Barrett & Company
Rhode Island
$5.65K
SC
494
SouthState Corp
Florida
$5.04K +$5.04K +50 New
ADL
495
Asset Dedication LLC
California
$5K
TIM
496
Tortoise Investment Management
New York
$4.54K
FCA
497
FinTrust Capital Advisors
South Carolina
$4.44K +$2.02K +20 +83%
HCP
498
Hexagon Capital Partners
Arkansas
$4.03K
MIM
499
Macroview Investment Management
Maryland
$3.97K
KFS
500
Kelly Financial Services
Massachusetts
$3.77K