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iShares MSCI KLD 400 Social ETF

321 hedge funds and large institutions have $1.08B invested in iShares MSCI KLD 400 Social ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+11
Holders Change %
+3.55%
% of All Funds
6.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
35
Increased
120
Reduced
80
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPIG
126
Chicago Partners Investment Group
Illinois
$786K +$1.55K +24 +0.2%
GWM
127
Greenwich Wealth Management
Connecticut
$777K -$261K -4,076 -25%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$770K +$51.5K +800 +7%
TWP
129
Tempus Wealth Planning
California
$737K -$18.2K -284 -2%
JMFC
130
J.M. Forbes & Co
Massachusetts
$735K +$17.4K +272 +2%
CAN
131
Claraphi Advisory Network
United States
$730K +$348K +5,438 +91%
SDWMA
132
Schneider Downs Wealth Management Advisors
Pennsylvania
$717K
KAS
133
Kestra Advisory Services
Texas
$713K +$713K +174 New
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$707K
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$694K -$15.9K -248 -2%
PMG
136
ProVise Management Group
Florida
$688K -$38.4K -600 -5%
APW
137
Austin Private Wealth
Texas
$686K +$686K +10,720 New
Citigroup
138
Citigroup
New York
$681K +$36K +562 +6%
PA
139
Paracle Advisors
Washington
$676K
BMM
140
Buffington Mohr McNeal
Idaho
$660K
Baird Financial Group
141
Baird Financial Group
Wisconsin
$657K -$25.7K -402 -4%
MIA
142
MainStreet Investment Advisors
Illinois
$649K +$44.8K +700 +7%
MPWT
143
MassMutual Private Wealth & Trust
Connecticut
$649K +$44.8K +700 +7%
AIM
144
Acropolis Investment Management
Missouri
$643K +$90.9K +1,420 +16%
SCM
145
Southport Capital Management
Tennessee
$642K -$40.2K -628 -6%
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$641K +$641K +10,860 New
DWM
147
Destination Wealth Management
California
$636K -$53.7K -840 -8%
BAM
148
Barrett Asset Management
New York
$635K -$6.39K -100 -1%
Deutsche Bank
149
Deutsche Bank
Germany
$608K -$1.94M -30,258 -76%
HA
150
Harfst & Associates
Wyoming
$608K +$2.94K +46 +0.5%