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iShares MSCI KLD 400 Social ETF

192 hedge funds and large institutions have $398M invested in iShares MSCI KLD 400 Social ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+12
Holders Change %
+6.67%
% of All Funds
4.41%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
71
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MIFH
176
Migdal Insurance & Financial Holdings
Israel
$23K
APA
177
American Portfolios Advisors
New York
$21.6K +$13.8K +282 +176%
ATC
178
Adirondack Trust Company
New York
$21K
BWP
179
Baldwin Wealth Partners
Massachusetts
$20K
PG
180
Patten Group
Tennessee
$20K
PA
181
Parallel Advisors
California
$17K -$4.06K -84 -19%
MFT
182
Moisand Fitzgerald Tamayo
Florida
$14K
ML
183
McAdam LLC
Pennsylvania
$12K +$12K +240 New
SWP
184
Strategic Wealth Partners
Ohio
$9K +$5.36K +106 +147%
PWAG
185
Polaris Wealth Advisory Group
California
$9K +$9K +182 New
RFA
186
Reilly Financial Advisors
California
$7K -$14.1K -290 -67%
SSB
187
Sandy Spring Bank
Maryland
$7K -$2K -40 -22%
CAC
188
Certified Advisory Corp
Florida
$6K +$6K +134 New
CFD
189
Creative Financial Designs
Indiana
$4K
AWM
190
Avondale Wealth Management
Texas
$3K
IF
191
Ironwood Financial
Arizona
$2K +$2K +36 New
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
-$459K -9,346 Closed
DIA
193
Dana Investment Advisors
Wisconsin
-$457K -9,302 Closed
Comerica Bank
194
Comerica Bank
Texas
-$391K -7,482 Closed
PFO
195
Pathstone Family Office
New Jersey
-$324K -6,604 Closed
FIG
196
FundX Investment Group
California
-$318K -6,470 Closed
HWM
197
Highwater Wealth Management
Colorado
-$242K -4,926 Closed
Northern Trust
198
Northern Trust
Illinois
-$222K -4,524 Closed
LC
199
Landaas & Company
Wisconsin
-$170K -3,454 Closed
CT
200
Clearstead Trust
Maine
-$54K -1,094 Closed