DSI icon

iShares MSCI KLD 400 Social ETF

205 hedge funds and large institutions have $444M invested in iShares MSCI KLD 400 Social ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+13
Holders Change %
+6.77%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
69
Reduced
49
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LNB
176
Ledyard National Bank
$61K
RWP
177
RWA Wealth Partners
Massachusetts
$59K
SCA
178
Stuart Chaussee & Associates
California
$56K
SWM
179
SeaCrest Wealth Management
New York
$54K
SPIA
180
Steward Partners Investment Advisory
New York
$44K -$1.51K -30 -3%
PFA
181
Pathway Financial Advisors
Vermont
$38K
GWM
182
Geneos Wealth Management
Colorado
$37K +$4.63K +94 +14%
HI
183
Hudock Inc
Pennsylvania
$34K
CWM
184
Catamount Wealth Management
Connecticut
$30K
ML
185
McAdam LLC
Pennsylvania
$29K +$16.9K +334 +139%
MIFH
186
Migdal Insurance & Financial Holdings
Israel
$24K
APA
187
American Portfolios Advisors
New York
$22.3K
ATC
188
Adirondack Trust Company
New York
$22K
PG
189
Patten Group
Tennessee
$20K
BWP
190
Baldwin Wealth Partners
Massachusetts
$20K
MWM
191
Mascoma Wealth Management
New Hampshire
$20K +$20K +396 New
MFT
192
Moisand Fitzgerald Tamayo
Florida
$14K
PA
193
Parallel Advisors
California
$10K -$7.43K -150 -43%
PWAG
194
Polaris Wealth Advisory Group
California
$9K
SWP
195
Strategic Wealth Partners
Ohio
$9K
BlackRock
196
BlackRock
New York
$8K -$64.8K -1,328 -89%
SSB
197
Sandy Spring Bank
Maryland
$7K
CAC
198
Certified Advisory Corp
Florida
$7K
RFA
199
Reilly Financial Advisors
California
$7K
CFD
200
Creative Financial Designs
Indiana
$4K