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iShares MSCI KLD 400 Social ETF

459 hedge funds and large institutions have $2.11B invested in iShares MSCI KLD 400 Social ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 159 reducing their positions, and 20 closing their positions.

Holders
459
Holders Change
+25
Holders Change %
+5.76%
% of All Funds
7.24%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
47
Increased
134
Reduced
159
Closed
20
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
-$404K
Name Market Value Shares Shares
Change
Shares
Change %
NA
151
NewEdge Advisors
Louisiana
$1.47M 17,471 +3,821 +28%
AFS
152
Annapolis Financial Services
Maryland
$1.45M 17,286
KAS
153
Kestra Advisory Services
Texas
$1.45M 17,175 +632 +4%
Wealthfront Advisers
154
Wealthfront Advisers
California
$1.44M 17,129 -965 -5%
CA
155
Cetera Advisors
Colorado
$1.42M 16,849 +1,022 +6%
AWS
156
AJ Wealth Strategies
New York
$1.4M 16,648
SFG
157
Sage Financial Group
Pennsylvania
$1.39M 16,473 -16 -0.1%
CCM
158
Coldstream Capital Management
Washington
$1.39M 16,472 +559 +4%
DI
159
DFPG Investments
Utah
$1.37M 15,708 -592 -4%
TRCT
160
Tower Research Capital (TRC)
New York
$1.35M 16,076 -3,550 -18%
WT
161
Whittier Trust
California
$1.33M 15,792
IRC
162
Investors Research Corp
Georgia
$1.3M 15,421 +32 +0.2%
Jane Street
163
Jane Street
New York
$1.28M 15,221 -18,215 -54%
AWM
164
AE Wealth Management
Kansas
$1.27M 15,105 +828 +6%
CQS
165
Credential Qtrade Securities
$1.25M 14,796 +7,235 +96%
FWM
166
Fingerlakes Wealth Management
New York
$1.24M 14,784 +765 +5%
UIA
167
Ulland Investment Advisors
Minnesota
$1.2M 14,260
National Bank of Canada
168
National Bank of Canada
Quebec, Canada
$1.19M 14,127 -6 -0%
MIA
169
MainStreet Investment Advisors
Illinois
$1.18M 14,075 +521 +4%
FFN
170
Focus Financial Network
Minnesota
$1.18M 13,987 +3,128 +29%
PWM
171
Perigon Wealth Management
California
$1.15M 13,679 +2,258 +20%
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$1.15M 13,667 -126 -0.9%
TWP
173
Tempus Wealth Planning
California
$1.15M 13,640 +282 +2%
RIS
174
Retirement Income Solutions
Michigan
$1.13M 13,369 +1,835 +16%
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$1.12M 13,273 +519 +4%