DSI icon

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.

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 Market Value Shares Shares
Change
Shares
Change %
MPWT
151
MassMutual Private Wealth & Trust
Connecticut
$878K 10,605 +270 +3%
MIA
152
MainStreet Investment Advisors
Illinois
$878K 10,605 +270 +3%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$837K 10,100 -920 -8%
CCM
154
Coldstream Capital Management
Washington
$819K 9,890 +9,890 New
HCA
155
Heck Capital Advisors
Wisconsin
$815K 9,837 -118 -1%
DWM
156
Destination Wealth Management
California
$813K 9,813 -51 -0.5%
WS
157
Wedbush Securities
California
$808K 9,751 +782 +9%
BSWM
158
Boston Standard Wealth Management
Massachusetts
$803K 9,697 +406 +4%
IWC
159
Integrated Wealth Concepts
Massachusetts
$792K 9,556 -2,248 -19%
Citigroup
160
Citigroup
New York
$790K 9,543 -327 -3%
BAM
161
Barrett Asset Management
New York
$788K 9,512 -350 -4%
Deutsche Bank
162
Deutsche Bank
Germany
$787K 9,500
HA
163
Harfst & Associates
Wyoming
$784K 9,473 +1 +0%
SCM
164
Southport Capital Management
Tennessee
$778K 9,387 -128 -1%
DJSG
165
D.J. St. Germain
Massachusetts
$766K 9,250
FLPIM
166
F.L. Putnam Investment Management
Massachusetts
$752K 9,084
MA
167
Mutual Advisors
Nebraska
$747K 9,023 -124 -1%
FA
168
Financial Advisors
Massachusetts
$743K 8,968 +8,968 New
WTC
169
WhitTier Trust Company
Nevada
$741K 8,947 +1,284 +17%
TFS
170
TrustCore Financial Services
Tennessee
$730K 8,815 +15 +0.2%
PWP
171
Principle Wealth Partners
Connecticut
$698K 8,427 +548 +7%
IC
172
Inscription Capital
Texas
$698K 8,427 +8,427 New
BRWA
173
B. Riley Wealth Advisors
Florida
$692K 8,639 -159 -2%
PBO
174
Peoples Bank (Ohio)
Ohio
$691K 8,341 -350 -4%
BNP Paribas Financial Markets
175
BNP Paribas Financial Markets
France
$683K 8,249 +1,692 +26%