DSI icon

iShares MSCI KLD 400 Social ETF

561 hedge funds and large institutions have $2.95B invested in iShares MSCI KLD 400 Social ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 158 increasing their positions, 216 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+26
Holders Change %
+4.86%
% of All Funds
7.47%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
63
Increased
158
Reduced
216
Closed
25
Calls
$342K
Puts
$176K
Net Calls
+$166K
Net Calls Change
-$73K
Name Holding Trade Value Shares
Change
Shares
Change %
FP
501
Financial Perspectives
Minnesota
$87.9K +$220 +2 +0.3%
ATC
502
Adirondack Trust Company
New York
$86K +$9.92K +90 +13%
SSB
503
Sandy Spring Bank
Maryland
$77.2K
OLVIG
504
Oliver Lagore Vanvalin Investment Group
Michigan
$70.7K -$15.1K -137 -18%
CA
505
Clearstead Advisors
Ohio
$69.3K -$6.95K -63 -9%
PCMC
506
Private Capital Management (Colorado)
Colorado
$68.7K
FWP
507
FAS Wealth Partners
Kansas
$61K +$331 +3 +0.5%
EB
508
Eastern Bank
Massachusetts
$59.2K
PA
509
Parallel Advisors
California
$58.3K +$4.41K +40 +8%
BONH
510
Bank of New Hampshire
New Hampshire
$56.2K
CTA
511
Colonial Trust Advisors
South Carolina
$55.1K
MFT
512
Moisand Fitzgerald Tamayo
Florida
$53.9K -$992 -9 -2%
AG
513
AmeriFlex Group
Nevada
$53.2K +$53.2K +475 New
IA
514
IFP Advisors
Florida
$52.5K
MFS
515
Mattson Financial Services
Michigan
$50.8K -$16K -147 -24%
TWC
516
TD Waterhouse Canada
Ontario, Canada
$49.2K
CP
517
Castleview Partners
Texas
$48.7K
DFA
518
DHJJ Financial Advisors
Illinois
$48.1K
OP
519
ORG Partners
Indiana
$47.7K -$2.65K -24 -5%
SL
520
Salomon & Ludwin
Virginia
$45.3K
DWA
521
Dougherty Wealth Advisers
Minnesota
$44.2K
SAM
522
Synergy Asset Management
Washington
$43.5K +$43.5K +400 New
QCG
523
Quadrant Capital Group
Ohio
$41.9K
T
524
Transce3nd
Texas
$38.5K +$38.5K +349 New
FLP
525
Financial Life Planners
Arizona
$38.4K +$38.4K +348 New