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iShares MSCI KLD 400 Social ETF

292 hedge funds and large institutions have $773M invested in iShares MSCI KLD 400 Social ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 74 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-10
Holders Change %
-3.31%
% of All Funds
6.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
34
Increased
114
Reduced
74
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
126
Parkside Advisors
California
$536K +$350K +7,190 +189%
JMFC
127
J.M. Forbes & Co
Massachusetts
$535K -$972K -19,962 -65%
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$529K +$529K +10,860 New
Citigroup
129
Citigroup
New York
$519K +$9.05K +186 +2%
Baird Financial Group
130
Baird Financial Group
Wisconsin
$519K +$47.2K +970 +10%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$518K -$281K -5,872 -35%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$518K -$64.2K -1,376 -11%
BAM
133
Barrett Asset Management
New York
$515K -$19.5K -400 -4%
PA
134
Paracle Advisors
Washington
$515K +$515K +10,576 New
BMM
135
Buffington Mohr McNeal
Idaho
$498K
MWM
136
Merriman Wealth Management
Washington
$490K
MMA
137
Miracle Mile Advisors
California
$483K +$4.87K +100 +1%
SCM
138
Southport Capital Management
Tennessee
$479K +$479K +9,838 New
LWCFA
139
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$476K +$476K +9,770 New
FLPIM
140
F.L. Putnam Investment Management
Massachusetts
$473K +$473K +9,710 New
PAS
141
Partnervest Advisory Services
California
$462K +$288K +5,904 +165%
PBO
142
Peoples Bank (Ohio)
Ohio
$459K -$30.7K -630 -6%
HA
143
Harfst & Associates
Wyoming
$459K +$4.86K +100 +1%
ZCI
144
Zevenbergen Capital Investments
Washington
$456K -$58.5K -1,200 -11%
NCM
145
Neumann Capital Management
California
$456K +$96.4K +1,980 +27%
WU
146
Wealthsimple US
New York
$444K -$3.96M -81,296 -90%
WWM
147
Western Wealth Management
Colorado
$436K -$722K -14,864 -62%
BSWM
148
Boston Standard Wealth Management
Massachusetts
$429K -$10.8K -232 -2%
Franklin Resources
149
Franklin Resources
California
$423K
AIM
150
Acropolis Investment Management
Missouri
$420K