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iShares MSCI KLD 400 Social ETF

434 hedge funds and large institutions have $1.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 183 reducing their positions, and 26 closing their positions.

Holders
434
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
6.95%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
33
Increased
127
Reduced
183
Closed
26
Calls
$421K
Puts
Net Calls
+$421K
Net Calls Change
+$156K
Name Market Value Shares Shares
Change
Shares
Change %
AFA
126
Arlington Financial Advisors
California
$1.64M 20,982 -11,207 -35%
DWT
127
Dorsey & Whitney Trust
South Dakota
$1.6M 20,463
RJT
128
Raymond James Trust
Florida
$1.58M 20,274 -137 -0.7%
COCM
129
Charter Oak Capital Management
New Hampshire
$1.55M 19,849 -321 -2%
BBNA
130
Bremer Bank National Association
Minnesota
$1.55M 19,817 -5,366 -21%
TRCT
131
Tower Research Capital (TRC)
New York
$1.53M 19,626 +19,272 +5,444%
EFM
132
Eley Financial Management
Vermont
$1.53M 19,567 +929 +5%
FSA
133
Financial Services Advisory
Maryland
$1.51M 19,425 -12,879 -40%
TDWM
134
Topel & Distasi Wealth Management
California
$1.51M 19,324 +3,920 +25%
HWM
135
HB Wealth Management
Georgia
$1.5M 19,200
SWM
136
SigFig Wealth Management
California
$1.5M 19,198 -3,428 -15%
BTW
137
Boston Trust Walden
Massachusetts
$1.49M 19,161 -30 -0.2%
NW
138
NewEdge Wealth
Pennsylvania
$1.48M 18,992 +596 +3%
AFG
139
Affinia Financial Group
Massachusetts
$1.46M 18,851 +1,062 +6%
BP
140
BBR Partners
New York
$1.45M 18,549 +1,254 +7%
SPIA
141
Steward Partners Investment Advisory
New York
$1.43M 18,372 +311 +2%
WLIM
142
White Lighthouse Investment Management
Massachusetts
$1.43M 18,363 +2,216 +14%
GW
143
GW & Wade
Massachusetts
$1.41M 18,129 -1,592 -8%
Wealthfront Advisers
144
Wealthfront Advisers
California
$1.41M 18,094 -619 -3%
OCM
145
One Capital Management
California
$1.4M 17,982 +26 +0.1%
AFS
146
Annapolis Financial Services
Maryland
$1.35M 17,286
AWS
147
AJ Wealth Strategies
New York
$1.3M 16,648 -146 -0.9%
KAS
148
Kestra Advisory Services
Texas
$1.29M 16,543 -27,859 -63%
AIP
149
Ameritas Investment Partners
Nebraska
$1.29M 16,491 -99 -0.6%
SFG
150
Sage Financial Group
Pennsylvania
$1.29M 16,489 -2,657 -14%