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iShares MSCI KLD 400 Social ETF

259 hedge funds and large institutions have $677M invested in iShares MSCI KLD 400 Social ETF in 2019 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+12
Holders Change %
+4.86%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
32
Increased
100
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
126
Lincoln National Corp
Pennsylvania
$451K +$451K +8,262 New
BlackRock
127
BlackRock
New York
$440K +$260K +4,754 +144%
MWM
128
Mascoma Wealth Management
New Hampshire
$428K +$38.5K +704 +10%
CC
129
Callan Capital
California
$427K -$25.1K -460 -6%
ACM
130
Adalta Capital Management
New York
$425K +$425K +7,780 New
BTS
131
BB&T Securities
Virginia
$416K +$14.9K +272 +4%
CFGS
132
Concourse Financial Group Securities
Alabama
$412K -$1.64K -30 -0.4%
CCA
133
Cobblestone Capital Advisors
New York
$407K
ECG
134
Edge Capital Group
Georgia
$402K
CWM
135
Cranbrook Wealth Management
Michigan
$401K +$5.57K +102 +1%
TA
136
Tiedemann Advisors
New York
$378K -$527K -9,640 -58%
MPWT
137
MassMutual Private Wealth & Trust
Connecticut
$361K +$3.82K +70 +1%
Renaissance Technologies
138
Renaissance Technologies
New York
$361K +$361K +6,600 New
MIA
139
MainStreet Investment Advisors
Illinois
$361K +$361K +6,610 New
GAM
140
Gould Asset Management
California
$360K +$75.5K +1,380 +27%
TAIM
141
TD Ameritrade Investment Management
Nebraska
$352K +$166K +3,038 +89%
FFA
142
First Foundation Advisors
California
$346K -$384K -7,030 -53%
WAM
143
Wealthspire Advisors (Maryland)
Maryland
$340K -$149K -2,720 -30%
FHA
144
Flagship Harbor Advisors
Massachusetts
$340K -$34.3K -628 -9%
CA
145
Cetera Advisors
Colorado
$330K
HCA
146
Heck Capital Advisors
Wisconsin
$330K +$19.6K +358 +6%
CFG
147
Cooper Financial Group
California
$323K +$323K +5,912 New
CG
148
Colony Group
Massachusetts
$320K -$6.67K -122 -2%
LIC
149
Lodestar Investment Counsel
Illinois
$318K
VA
150
Valmark Advisers
Ohio
$318K