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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 %
MG
501
Mather Group
Illinois
$3.55K +$3.55K +39 New
WIA
502
Wetzel Investment Advisors
Indiana
$3.53K
PPWM
503
PFG Private Wealth Management
Florida
$2.72K
BTI
504
Blue Trust Inc
Georgia
$1.31K
SAG
505
SageView Advisory Group
California
-$8.03M -84,925 Closed
DIA
506
Dana Investment Advisors
Wisconsin
-$1.75M -19,188 Closed
WF
507
WoodTrust Financial
Wisconsin
-$584K -6,410 Closed
GIA
508
Goodwin Investment Advisory
Georgia
-$406K -4,457 Closed
SPW
509
Sonoma Private Wealth
California
-$381K -4,180 Closed
AWA
510
Arete Wealth Advisors
Illinois
-$362K -3,979 Closed
ECA
511
Elevated Capital Advisors
Utah
-$268K -2,947 Closed
TI
512
Trexquant Investment
Connecticut
-$244K -2,676 Closed
DT
513
Diversified Trust
Tennessee
-$231K -2,542 Closed
MSWMA
514
Market Street Wealth Management Advisors
Indiana
-$215K -2,357 Closed
AC
515
AlphaCore Capital
California
-$176K -1,928 Closed
PAIM
516
Punch & Associates Investment Management
Minnesota
-$168K -1,850 Closed
AC
517
Arjuna Capital
North Carolina
-$160K -1,759 Closed
FWM
518
Focused Wealth Management
New York
-$96.4K -1,059 Closed
OP
519
ORG Partners
Indiana
-$59.6K -654 Closed
BCM
520
Bourgeon Capital Management
Connecticut
-$56.9K -625 Closed
SA
521
Scarborough Advisors
Maryland
-$47.4K -521 Closed
MSWM
522
McGlone Suttner Wealth Management
Wisconsin
-$24.2K -266 Closed
ODG
523
O'Dell Group
Ohio
-$21.9K -241 Closed
HF
524
Halpern Financial
Virginia
-$14.3K -160 Closed
AWM
525
Able Wealth Management
New Jersey
-$12.1K -133 Closed