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iShares MSCI KLD 400 Social ETF

224 hedge funds and large institutions have $526M invested in iShares MSCI KLD 400 Social ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+19
Holders Change %
+9.27%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
88
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
176
Harrington Investments
California
$107K
PSC
177
Prentiss Smith & Co
Vermont
$107K
FWM
178
Focused Wealth Management
New York
$106K +$19.4K +362 +22%
GRP
179
Global Retirement Partners
California
$95K +$23.5K +442 +33%
CT
180
Clearstead Trust
Maine
$95K +$25.4K +474 +37%
AWM
181
AllSquare Wealth Management
New York
$94K
PWAG
182
Polaris Wealth Advisory Group
California
$89K +$79.3K +1,484 +815%
Bessemer Group
183
Bessemer Group
New Jersey
$88K -$2.14K -40 -2%
GWM
184
Geneos Wealth Management
Colorado
$86K +$45.9K +862 +115%
RFWA
185
RPg Family Wealth Advisory
Massachusetts
$85.9K
FANJ
186
Financial Architects (New Jersey)
New Jersey
$78K
FHB
187
First Hawaiian Bank
Hawaii
$78K +$78K +1,476 New
TCM
188
TD Capital Management
Tennessee
$77K +$322 +6 +0.4%
LWA
189
Lenox Wealth Advisors
New York
$71K -$1.18K -22 -2%
APP
190
Avantax Planning Partners
Iowa
$68K +$68K +1,280 New
BA
191
Ballew Advisors
Mississippi
$67K +$67K +1,386 New
LNB
192
Ledyard National Bank
$64K
AA
193
Ancora Advisors
Ohio
$61K +$61K +1,150 New
SCA
194
Stuart Chaussee & Associates
California
$59K
SWM
195
SeaCrest Wealth Management
New York
$57K
SPIA
196
Steward Partners Investment Advisory
New York
$47K
FEG
197
Financial Enhancement Group
Indiana
$43K -$41K -766 -49%
HI
198
Hudock Inc
Pennsylvania
$36K +$107 +2 +0.3%
ML
199
McAdam LLC
Pennsylvania
$31K +$215 +4 +0.7%
CWM
200
Catamount Wealth Management
Connecticut
$30K