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iShares MSCI KLD 400 Social ETF

383 hedge funds and large institutions have $1.6B invested in iShares MSCI KLD 400 Social ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 147 increasing their positions, 113 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+12
Holders Change %
+3.23%
% of All Funds
6.69%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
29
Increased
147
Reduced
113
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
126
Raymond James Trust
Florida
$1.18M +$1.08K +13 +0.1%
TWP
127
Tempus Wealth Planning
California
$1.15M +$119K +1,436 +12%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$1.15M +$413K +4,989 +56%
KA
129
Kovack Advisors
Florida
$1.11M +$1.11M +13,433 New
UCFA
130
United Capital Financial Advisors
Texas
$1.11M -$56.9K -687 -5%
VC
131
Vicus Capital
Pennsylvania
$1.09M -$3.98K -48 -0.4%
PFGIA
132
Patriot Financial Group Insurance Agency
Massachusetts
$1.06M -$711K -8,575 -40%
CPFP
133
Clear Perspectives Financial Planning
Ohio
$1.06M +$95.7K +1,156 +10%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$1.06M +$9.52K +115 +0.9%
BDFN
135
Bond & Devick Financial Network
Minnesota
$1.05M -$15.3K -185 -1%
KAS
136
Kestra Advisory Services
Texas
$1.02M +$57.7K +697 +6%
SPC
137
Sigma Planning Corp
Michigan
$1.01M -$19.6K -237 -2%
EBT
138
Enterprise Bank & Trust
Massachusetts
$1.01M +$455K +5,490 +82%
CPIG
139
Chicago Partners Investment Group
Illinois
$1.01M +$7.59K +89 +0.8%
AAS
140
Avantax Advisory Services
Texas
$990K +$65K +784 +7%
HI
141
Harbour Investments
Wisconsin
$989K +$39.1K +472 +4%
ECM
142
Evergreen Capital Management
Washington
$983K +$185K +2,239 +23%
CAN
143
Claraphi Advisory Network
United States
$980K -$70.7K -853 -7%
JMFC
144
J.M. Forbes & Co
Massachusetts
$961K -$106K -1,281 -10%
AFG
145
Affinia Financial Group
Massachusetts
$956K +$188K +2,219 +25%
BMM
146
Buffington Mohr McNeal
Idaho
$954K +$89.5K +1,080 +10%
EWM
147
Evercore Wealth Management
New York
$928K
SDWMA
148
Schneider Downs Wealth Management Advisors
Pennsylvania
$928K
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$900K
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$895K -$10.1K -122 -1%