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iShares MSCI KLD 400 Social ETF

503 hedge funds and large institutions have $2.66B invested in iShares MSCI KLD 400 Social ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 148 increasing their positions, 198 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+11
Holders Change %
+2.24%
% of All Funds
7.29%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
46
Increased
148
Reduced
198
Closed
22
Calls
$302K
Puts
$40K
Net Calls
+$262K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Shares
Change %
NW
151
NewEdge Wealth
Pennsylvania
$1.76M
VC
152
Vicus Capital
Pennsylvania
$1.75M -$10.6K -105 -0.6%
AFS
153
Annapolis Financial Services
Maryland
$1.74M
AIP
154
Ameritas Investment Partners
Nebraska
$1.74M -$9.38K -93 -0.5%
SFG
155
Sage Financial Group
Pennsylvania
$1.73M -$11.2K -111 -0.6%
CCM
156
Coldstream Capital Management
Washington
$1.73M +$83.8K +831 +5%
WLIM
157
White Lighthouse Investment Management
Massachusetts
$1.72M -$28.7K -285 -2%
COCM
158
Charter Oak Capital Management
New Hampshire
$1.7M +$13.3K +132 +0.8%
CWI
159
Conscious Wealth Investments
Florida
$1.57M +$122K +1,269 +8%
MIA
160
MainStreet Investment Advisors
Illinois
$1.57M
EWA
161
EP Wealth Advisors
California
$1.53M -$46.8K -464 -3%
IRC
162
Investors Research Corp
Georgia
$1.49M -$9.68K -96 -0.6%
FWM
163
Fingerlakes Wealth Management
New York
$1.49M -$202 -2 -0%
ITB
164
Idaho Trust Bank
Idaho
$1.49M +$1.49M +14,733 New
BSWM
165
Boston Standard Wealth Management
Massachusetts
$1.48M +$147K +1,461 +11%
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$1.46M +$114K +1,146 +8%
RWP
167
Revolve Wealth Partners
New Jersey
$1.44M +$76.5K +759 +6%
UIA
168
Ulland Investment Advisors
Minnesota
$1.44M
AWM
169
Apollon Wealth Management
South Carolina
$1.43M -$16.9K -168 -1%
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$1.41M -$72.5K -719 -5%
CAMV
171
Concord Asset Management (Virginia)
Virginia
$1.4M -$388K -3,844 -22%
WT
172
Whittier Trust
California
$1.39M
Renaissance Technologies
173
Renaissance Technologies
New York
$1.38M -$383K -3,800 -22%
APW
174
Austin Private Wealth
Texas
$1.38M +$66.5K +667 +5%
CI
175
CX Institutional
Indiana
$1.37M -$2.22M -22,053 -62%