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iShares MSCI KLD 400 Social ETF

321 hedge funds and large institutions have $1.08B invested in iShares MSCI KLD 400 Social ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+11
Holders Change %
+3.55%
% of All Funds
6.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
35
Increased
120
Reduced
80
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFA
76
Arlington Financial Advisors
California
$1.77M +$1.35M +21,038 +315%
BSB
77
Bangor Savings Bank
Maine
$1.76M -$18.8K -294 -1%
AAS
78
Avantax Advisory Services
Texas
$1.75M +$732K +11,418 +72%
PWLP
79
Prio Wealth Limited Partnership
Massachusetts
$1.74M -$88.9K -1,390 -5%
BDF
80
Balasa Dinverno & Foltz
$1.73M +$128 +2 +0%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$1.72M +$85.7K +1,340 +5%
5L
82
55I LLC
Massachusetts
$1.67M +$213K +3,328 +15%
WAM
83
Wealthspire Advisors (Maryland)
Maryland
$1.6M -$157K -2,450 -9%
P
84
Pitcairn
Pennsylvania
$1.55M
PWP
85
Personal Wealth Partners
Minnesota
$1.53M
AI
86
Accredited Investors
Minnesota
$1.51M +$205K +3,202 +16%
GI
87
Gradient Investments
Minnesota
$1.51M +$113K +1,764 +8%
PA
88
PFG Advisors
Arizona
$1.49M +$1.49M +22,894 New
LNC
89
Lincoln National Corp
Pennsylvania
$1.47M -$989K -15,460 -40%
MM
90
Main Management
California
$1.47M
TAIM
91
TD Ameritrade Investment Management
Nebraska
$1.46M +$30.3K +474 +2%
BBNA
92
Bremer Bank National Association
Minnesota
$1.45M -$22.8K -356 -2%
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$1.44M +$107K +1,670 +8%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$1.42M +$380K +1,732 +36%
HH
95
Hilltop Holdings
Texas
$1.4M +$10.4K +162 +0.7%
WP
96
WealthSource Partners
California
$1.37M +$395K +6,180 +40%
BC
97
Brio Consultants
California
$1.31M +$86.9K +1,358 +7%
WR
98
Watson Rebecca
$1.24M +$43.3K +676 +4%
BFG
99
Baron Financial Group
New Jersey
$1.14M +$1.14M +17,790 New
AIA
100
Arbor Investment Advisors
North Carolina
$1.13M -$68.5K -1,070 -6%