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iShares MSCI KLD 400 Social ETF

259 hedge funds and large institutions have $677M invested in iShares MSCI KLD 400 Social ETF in 2019 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+12
Holders Change %
+4.86%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
32
Increased
100
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$1.06M +$134K +2,450 +15%
RWP
77
RWA Wealth Partners
Massachusetts
$1.05M +$573K +10,472 +119%
MLIC
78
Mandatum Life Insurance Company
Finland
$1.05M
FI
79
Financial Insights
Washington
$1.05M +$486K +9,006 +86%
SW
80
SVB Wealth
Massachusetts
$1.02M +$1.02M +18,618 New
Jane Street
81
Jane Street
New York
$989K -$7.54M -137,854 -88%
BSW
82
Buckingham Strategic Wealth
Missouri
$944K +$219 +4 +0%
BAAM
83
Baker Avenue Asset Management
California
$924K -$26.1K -478 -3%
PWLP
84
Prio Wealth Limited Partnership
Massachusetts
$902K +$372K +6,800 +70%
TRCT
85
Tower Research Capital (TRC)
New York
$901K -$483K -8,838 -35%
BP
86
BBR Partners
New York
$889K +$471K +8,612 +113%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$874K -$3.06K -56 -0.3%
AG
88
Advisor Group
Arizona
$829K -$90.1K -1,648 -10%
BC
89
Brio Consultants
California
$825K -$7.22K -132 -0.9%
TA
90
Trellis Advisors
Washington
$788K +$1.31K +24 +0.2%
PA
91
Paracle Advisors
Washington
$771K -$24.7K -452 -3%
FAAS
92
First Allied Advisory Services
California
$762K -$5.58K -102 -0.7%
BTW
93
Boston Trust Walden
Massachusetts
$752K -$114K -2,092 -13%
CWM
94
Cornerstone Wealth Management
Missouri
$739K +$71.3K +1,304 +11%
AIA
95
Arbor Investment Advisors
North Carolina
$735K +$88.9K +1,626 +14%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$730K -$1.08M -19,764 -60%
AI
97
Accredited Investors
Minnesota
$706K +$278K +5,088 +65%
HH
98
Hilltop Holdings
Texas
$705K -$57.6K -1,054 -8%
CFSG
99
Community Financial Services Group
Vermont
$693K
PMG
100
ProVise Management Group
Florida
$653K