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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 %
PBO
151
Peoples Bank (Ohio)
Ohio
$595K
PAS
152
Partnervest Advisory Services
California
$594K +$42.3K +662 +8%
BSWM
153
Boston Standard Wealth Management
Massachusetts
$593K +$2.05K +32 +0.3%
FLPIM
154
F.L. Putnam Investment Management
Massachusetts
$581K -$40K -626 -6%
WWM
155
Western Wealth Management
Colorado
$572K +$19.7K +308 +4%
DAS
156
Dynamic Advisor Solutions
Arizona
$561K +$561K +8,776 New
IWC
157
Integrated Wealth Concepts
Massachusetts
$558K -$55.5K -868 -9%
WAP
158
Wealthcare Advisory Partners
Pennsylvania
$558K +$90.6K +1,416 +19%
TFS
159
TrustCore Financial Services
Tennessee
$547K +$73.9K +1,156 +16%
CFG
160
Cooper Financial Group
California
$542K +$154K +2,410 +40%
MA
161
Mutual Advisors
Nebraska
$536K -$4.99K -78 -0.9%
CA
162
Cetera Advisors
Colorado
$518K -$9.98K -156 -2%
CFGS
163
Concourse Financial Group Securities
Alabama
$512K -$42K -656 -8%
BS
164
Banco Santander
Spain
$512K
WCWM
165
Willow Creek Wealth Management
California
$506K -$35K -546 -6%
PCM
166
Pennsylvania Capital Management
Pennsylvania
$503K +$503K +7,754 New
PO
167
Private Ocean
California
$494K
BRWA
168
B. Riley Wealth Advisors
Florida
$489K +$742 +12 +0.2%
ZCI
169
Zevenbergen Capital Investments
Washington
$479K -$120K -1,872 -20%
Franklin Resources
170
Franklin Resources
California
$477K
AWM
171
Aevitas Wealth Management
Massachusetts
$473K +$16.5K +258 +4%
VC
172
Vicus Capital
Pennsylvania
$472K +$112K +1,760 +31%
CCA
173
Cobblestone Capital Advisors
New York
$457K
PCG
174
Private Capital Group
Connecticut
$456K +$7.93K +124 +2%
AFG
175
Affinia Financial Group
Massachusetts
$449K +$119K +1,858 +36%