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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 %
BSB
101
Bangor Savings Bank
Maine
$2.25M 28,827 -1,004 -3%
FI
102
Financial Insights
Washington
$2.24M 28,767 -4,314 -13%
SCA
103
Snowden Capital Advisors
New York
$2.22M 28,451 -1,420 -5%
EH
104
Equitable Holdings
New York
$2.2M 28,172 -5,133 -15%
CAMV
105
Concord Asset Management (Virginia)
Virginia
$2.17M 27,797 +3,075 +12%
SW
106
SVB Wealth
Massachusetts
$2.11M 27,077 +7,833 +41%
WP
107
WealthSource Partners
California
$2.09M 26,750 -3,271 -11%
CWM
108
Cornerstone Wealth Management
Missouri
$2.08M 26,623 +26,623 New
CCA
109
Childress Capital Advisors
Texas
$2.07M 26,570 -2,219 -8%
PWLP
110
Prio Wealth Limited Partnership
Massachusetts
$2.06M 26,380
IWC
111
Integrated Wealth Concepts
Massachusetts
$2.05M 26,330 +2,710 +11%
JMFC
112
J.M. Forbes & Co
Massachusetts
$2.05M 26,292 -5,551 -17%
EAM
113
Erste Asset Management
Austria
$2.02M 26,351 +26,351 New
DL
114
DOHJ LLC
Washington
$2M 25,681 -1,390 -5%
UCIG
115
Ulrich Consultants & Investment Group
New Mexico
$1.93M 24,810
AF
116
Allworth Financial
California
$1.9M 24,381 +2,105 +9%
HH
117
Hilltop Holdings
Texas
$1.84M 23,633 -4,047 -15%
AAS
118
Avantax Advisory Services
Texas
$1.83M 23,439 -7,463 -24%
CI
119
CX Institutional
Indiana
$1.82M 23,353
IFWM
120
Institute for Wealth Management
Colorado
$1.74M 22,286 +238 +1%
MM
121
Main Management
California
$1.73M 22,205 -2,493 -10%
BAAM
122
Baker Avenue Asset Management
California
$1.69M 21,708 +5,768 +36%
VC
123
Vicus Capital
Pennsylvania
$1.68M 21,544 +84 +0.4%
SWM
124
Spire Wealth Management
Virginia
$1.66M 21,342 +19,266 +928%
AssetMark Inc
125
AssetMark Inc
California
$1.65M 21,137 -19,909 -49%