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iShares MSCI KLD 400 Social ETF

355 hedge funds and large institutions have $1.33B invested in iShares MSCI KLD 400 Social ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 139 increasing their positions, 81 reducing their positions, and 23 closing their positions.

Holders
355
Holders Change
+34
Holders Change %
+10.59%
% of All Funds
6.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
64
Increased
139
Reduced
81
Closed
23
Calls
Puts
$281K
Net Calls
-$281K
Net Calls Change
-$281K
Name Holding Trade Value Shares
Change
Shares
Change %
SFP
76
Shepherd Financial Partners
Massachusetts
$2.18M +$76.6K +1,072 +4%
B
77
Bailard
California
$2.18M +$81.6K +1,141 +4%
MFA
78
McClarren Financial Advisors
Pennsylvania
$2.14M +$2.14M +29,869 New
KeyBank National Association
79
KeyBank National Association
Ohio
$2.13M -$150K -2,090 -7%
RC
80
RegentAtlantic Capital
New Jersey
$2.07M +$286 +4 +0%
AI
81
Accredited Investors
Minnesota
$2.03M +$334K +4,673 +20%
BSB
82
Bangor Savings Bank
Maine
$2.01M +$44.5K +622 +2%
PWLP
83
Prio Wealth Limited Partnership
Massachusetts
$1.97M +$25.8K +360 +1%
WP
84
WealthSource Partners
California
$1.88M +$346K +4,831 +22%
MWM
85
Mascoma Wealth Management
New Hampshire
$1.84M +$1.84M +25,697 New
WANY
86
Wealthspire Advisors (New York)
New York
$1.8M +$1.8M +25,134 New
PA
87
PFG Advisors
Arizona
$1.8M +$157K +2,197 +10%
BTW
88
Boston Trust Walden
Massachusetts
$1.75M +$685K +9,578 +64%
P
89
Pitcairn
Pennsylvania
$1.73M -$4.72K -66 -0.3%
PWP
90
Personal Wealth Partners
Minnesota
$1.71M
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$1.7M +$89.9K +1,257 +6%
BDF
92
Balasa Dinverno & Foltz
$1.65M -$283K -3,961 -15%
MM
93
Main Management
California
$1.64M
BBNA
94
Bremer Bank National Association
Minnesota
$1.62M -$1.86K -26 -0.1%
TAIM
95
TD Ameritrade Investment Management
Nebraska
$1.62M -$12.9K -180 -0.8%
LNC
96
Lincoln National Corp
Pennsylvania
$1.61M -$32.8K -459 -2%
HH
97
Hilltop Holdings
Texas
$1.58M +$10.5K +147 +0.7%
COCM
98
Charter Oak Capital Management
New Hampshire
$1.54M +$1.54M +21,537 New
GI
99
Gradient Investments
Minnesota
$1.51M -$1.51M -11,775 -50%
BCI
100
Brinker Capital Investments
Pennsylvania
$1.5M -$2.07M -28,885 -58%