DSI icon

iShares MSCI KLD 400 Social ETF

459 hedge funds and large institutions have $2.11B invested in iShares MSCI KLD 400 Social ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 159 reducing their positions, and 20 closing their positions.

Holders
459
Holders Change
+25
Holders Change %
+5.76%
% of All Funds
7.24%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
47
Increased
134
Reduced
159
Closed
20
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
-$404K
Name Market Value Shares Shares
Change
Shares
Change %
LJAC
101
L.J. Altfest & Co
New York
$2.38M 28,288 -2,239 -7%
SW
102
SVB Wealth
Massachusetts
$2.37M 28,204 +1,127 +4%
CAM
103
Cresset Asset Management
Illinois
$2.36M 27,996 +21,351 +321%
DJSG
104
D.J. St. Germain
Massachusetts
$2.33M 27,647 +27,647 New
FSA
105
Financial Services Advisory
Maryland
$2.32M 27,553 +8,128 +42%
FI
106
Financial Insights
Washington
$2.31M 27,410 -1,357 -5%
CAMV
107
Concord Asset Management (Virginia)
Virginia
$2.3M 27,286 -511 -2%
TAIM
108
TD Ameritrade Investment Management
Nebraska
$2.29M 27,228 -2,481 -8%
SHJ
109
Sharkey, Howes & Javer
Colorado
$2.28M 27,108 -37,783 -58%
Prudential Financial
110
Prudential Financial
New Jersey
$2.28M 27,037 -2,036 -7%
Citadel Advisors
111
Citadel Advisors
Florida
$2.27M 26,913 +11,353 +73%
CCA
112
Childress Capital Advisors
Texas
$2.24M 26,570
PWLP
113
Prio Wealth Limited Partnership
Massachusetts
$2.22M 26,380
IWC
114
Integrated Wealth Concepts
Massachusetts
$2.19M 26,059 -271 -1%
EAM
115
Erste Asset Management
Austria
$2.19M 26,319 -32 -0.1%
WP
116
WealthSource Partners
California
$2.17M 25,832 -918 -3%
RJT
117
Raymond James Trust
Florida
$2.16M 25,605 +5,331 +26%
AssetMark Inc
118
AssetMark Inc
California
$2.11M 25,064 +3,927 +19%
UCIG
119
Ulrich Consultants & Investment Group
New Mexico
$2.09M 24,810
JMFC
120
J.M. Forbes & Co
Massachusetts
$2.05M 24,401 -1,891 -7%
AAS
121
Avantax Advisory Services
Texas
$2.03M 24,164 +725 +3%
CPIG
122
Chicago Partners Investment Group
Illinois
$2.03M 23,716 +12,204 +106%
CI
123
CX Institutional
Indiana
$2.03M 24,070 +717 +3%
HH
124
Hilltop Holdings
Texas
$2M 23,769 +136 +0.6%
FTUS
125
Flow Traders U.S.
New York
$2M 23,732 +23,732 New