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iShares MSCI KLD 400 Social ETF

383 hedge funds and large institutions have $1.68B invested in iShares MSCI KLD 400 Social ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 19 closing their positions.

Holders
383
Holders Change
Holders Change %
0%
% of All Funds
6.73%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
21
Increased
143
Reduced
115
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HI
151
Harbour Investments
Wisconsin
$914K 10,990 -954 -8%
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$899K 10,800
MPWT
153
MassMutual Private Wealth & Trust
Connecticut
$871K 10,470 -135 -1%
MIA
154
MainStreet Investment Advisors
Illinois
$871K 10,470 -135 -1%
PFGIA
155
Patriot Financial Group Insurance Agency
Massachusetts
$859K 10,326 -2,502 -20%
VC
156
Vicus Capital
Pennsylvania
$847K 10,180 -3,005 -23%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$844K 10,143 +43 +0.4%
BCM
158
Barometer Capital Management
Ontario, Canada
$840K 10,100 +10,100 New
HCA
159
Heck Capital Advisors
Wisconsin
$840K 10,092 +255 +3%
BSWM
160
Boston Standard Wealth Management
Massachusetts
$835K 10,030 +333 +3%
AFG
161
Affinia Financial Group
Massachusetts
$827K 9,368 -1,892 -17%
CCM
162
Coldstream Capital Management
Washington
$823K 9,891 +1 +0%
IWC
163
Integrated Wealth Concepts
Massachusetts
$816K 9,804 +248 +3%
WTC
164
WhitTier Trust Company
Nevada
$801K 9,622 +675 +8%
BAM
165
Barrett Asset Management
New York
$791K 9,512
TFS
166
TrustCore Financial Services
Tennessee
$779K 9,362 +547 +6%
Deutsche Bank
167
Deutsche Bank
Germany
$761K 9,150 -350 -4%
SCM
168
Southport Capital Management
Tennessee
$759K 9,126 -261 -3%
Jane Street
169
Jane Street
New York
$754K 9,059 +9,059 New
HA
170
Harfst & Associates
Wyoming
$752K 9,049 -424 -4%
FA
171
Financial Advisors
Massachusetts
$746K 8,968
FLPIM
172
F.L. Putnam Investment Management
Massachusetts
$743K 8,924 -160 -2%
Fidelity Investments
173
Fidelity Investments
Massachusetts
$740K 8,898 +6,925 +351%
DWM
174
Destination Wealth Management
California
$737K 8,863 -950 -10%
CT
175
Cambridge Trust
Massachusetts
$733K 8,812 +8,812 New