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iShares MSCI KLD 400 Social ETF

434 hedge funds and large institutions have $1.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 183 reducing their positions, and 26 closing their positions.

Holders
434
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
6.95%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
33
Increased
127
Reduced
183
Closed
26
Calls
$421K
Puts
Net Calls
+$421K
Net Calls Change
+$156K
Name Market Value Shares Shares
Change
Shares
Change %
MMA
51
Miracle Mile Advisors
California
$4.44M 56,873 +26 +0%
OWA
52
One Wealth Advisors
California
$4.38M 56,098 -7,597 -12%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$4.27M 55,077 -28,807 -34%
FAFN
54
First Affirmative Financial Network
Colorado
$4.15M 53,189 -2,353 -4%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$4.07M 52,200 +751 +1%
BCI
56
Brinker Capital Investments
Pennsylvania
$3.98M 51,027 +12,522 +33%
OPS
57
Orion Portfolio Solutions
Nebraska
$3.98M 51,027 +37,030 +265%
LWP
58
Laurel Wealth Planning
Minnesota
$3.9M 49,988 -1,709 -3%
TAM
59
Trillium Asset Management
Massachusetts
$3.86M 49,399 -145,677 -75%
CAN
60
Cetera Advisor Networks
California
$3.78M 48,488 -2,041 -4%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$3.7M 47,414 -450 -0.9%
GC
62
Gibson Capital
Pennsylvania
$3.44M 44,088 +1,658 +4%
AI
63
Accredited Investors
Minnesota
$3.41M 43,678 -1,282 -3%
HighTower Advisors
64
HighTower Advisors
Illinois
$3.39M 43,524 -2,725 -6%
PCM
65
Pennsylvania Capital Management
Pennsylvania
$3.34M 42,880
CWM
66
Cranbrook Wealth Management
Michigan
$3.29M 42,145 +215 +0.5%
BC
67
Brio Consultants
California
$3.24M 41,523 +4,575 +12%
LNC
68
Lincoln National Corp
Pennsylvania
$3.19M 40,927 -5,157 -11%
William Blair & Company
69
William Blair & Company
Illinois
$3.17M 40,610 -178 -0.4%
CT
70
Columbia Trust
Oregon
$3.13M 40,175 -725 -2%
BWM
71
BigSur Wealth Management
Florida
$3.12M 40,000
CWP
72
Concord Wealth Partners
Virginia
$3.05M 39,071 -552 -1%
SWPG
73
Strategic Wealth Partners Group
Illinois
$2.99M 38,868 +4,612 +13%
KPWS
74
Kestra Private Wealth Services
Texas
$2.95M 37,857 +4,198 +12%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$2.94M 37,676 -1,277 -3%