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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 %
SFG
101
Sage Financial Group
Pennsylvania
$1.48M +$1.48M +20,633 New
AIA
102
Arbor Investment Advisors
North Carolina
$1.43M +$165K +2,302 +13%
EH
103
Equitable Holdings
New York
$1.38M +$340K +4,757 +33%
CWP
104
Concord Wealth Partners
Virginia
$1.38M +$1.38M +19,282 New
BC
105
Brio Consultants
California
$1.36M -$98.9K -1,382 -7%
MMA
106
Miracle Mile Advisors
California
$1.36M +$415K +5,800 +44%
BFG
107
Baron Financial Group
New Jersey
$1.32M +$51.5K +720 +4%
1WM
108
1900 Wealth Management
Texas
$1.32M +$1.32M +18,407 New
BAAM
109
Baker Avenue Asset Management
California
$1.31M +$149K +2,084 +13%
LJAC
110
L.J. Altfest & Co
New York
$1.3M +$142K +1,988 +12%
WMP
111
Wealth Management Partners
Arizona
$1.27M +$1.27M +17,290 New
WT
112
Whittier Trust
California
$1.24M +$10.7K +150 +0.9%
Stifel Financial
113
Stifel Financial
Missouri
$1.24M +$162K +2,261 +15%
AFS
114
Annapolis Financial Services
Maryland
$1.24M +$1.24M +17,286 New
IFWM
115
Institute for Wealth Management
Colorado
$1.22M +$338K +4,724 +38%
AWS
116
AJ Wealth Strategies
New York
$1.2M
CWM
117
Cornerstone Wealth Management
Missouri
$1.13M +$8.23K +115 +0.7%
IRC
118
Investors Research Corp
Georgia
$1.13M -$7.73K -108 -0.7%
BSW
119
Buckingham Strategic Wealth
Missouri
$1.12M -$134K -1,877 -11%
PPW
120
Parcion Private Wealth
Washington
$1.1M
BP
121
BBR Partners
New York
$1.09M -$43.1K -602 -4%
HGWM
122
Horst & Graben Wealth Management
Oregon
$1.05M +$96.5K +1,349 +10%
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$1.04M +$414K +5,779 +66%
RJT
124
Raymond James Trust
Florida
$1.02M +$33.9K +474 +3%
UCFA
125
United Capital Financial Advisors
Texas
$1.01M +$1.5K +21 +0.1%