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iShares MSCI KLD 400 Social ETF

355 hedge funds and large institutions have $1.33B invested in iShares MSCI KLD 400 Social ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 139 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+34
Holders Change %
+10.59%
% of All Funds
6.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
64
Increased
139
Reduced
81
Closed
23
Calls
Puts
$281K
Net Calls
-$281K
Net Calls Change
-$281K
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
151
Baird Financial Group
Wisconsin
$765K +$30.8K +431 +4%
PA
152
Paracle Advisors
Washington
$756K +$71 +1 +0%
Citigroup
153
Citigroup
New York
$754K -$7.94K -111 -1%
PMG
154
ProVise Management Group
Florida
$752K -$17.2K -240 -2%
IWC
155
Integrated Wealth Concepts
Massachusetts
$751K +$127K +1,770 +20%
BMM
156
Buffington Mohr McNeal
Idaho
$747K +$8.3K +116 +1%
SCM
157
Southport Capital Management
Tennessee
$724K +$6.15K +86 +0.9%
BAM
158
Barrett Asset Management
New York
$709K -$1.43K -20 -0.2%
DWM
159
Destination Wealth Management
California
$686K -$25.6K -358 -4%
HA
160
Harfst & Associates
Wyoming
$681K +$858 +12 +0.1%
Deutsche Bank
161
Deutsche Bank
Germany
$680K
BSWM
162
Boston Standard Wealth Management
Massachusetts
$665K +$2.08K +29 +0.3%
PBO
163
Peoples Bank (Ohio)
Ohio
$663K -$2.29K -32 -0.3%
CW
164
CreativeOne Wealth
Kansas
$663K +$663K +9,272 New
WWM
165
Western Wealth Management
Colorado
$652K +$12.3K +172 +2%
FLPIM
166
F.L. Putnam Investment Management
Massachusetts
$650K
TFS
167
TrustCore Financial Services
Tennessee
$632K +$20.2K +283 +3%
CFG
168
Cooper Financial Group
California
$630K +$23.8K +333 +4%
AF
169
Allworth Financial
California
$608K +$608K +8,504 New
MA
170
Mutual Advisors
Nebraska
$599K -$1.15K -16 -0.2%
AIM
171
Acropolis Investment Management
Missouri
$587K -$132K -1,840 -18%
CA
172
Cetera Advisors
Colorado
$579K
PCM
173
Pennsylvania Capital Management
Pennsylvania
$574K +$11.6K +160 +2%
BS
174
Banco Santander
Spain
$572K
CFGS
175
Concourse Financial Group Securities
Alabama
$572K +$71 +1 +0%