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iShares MSCI KLD 400 Social ETF

259 hedge funds and large institutions have $677M invested in iShares MSCI KLD 400 Social ETF in 2019 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+12
Holders Change %
+4.86%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
32
Increased
100
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
176
VERITY Wealth Advisors
United States
$231K
GWM
177
Greenwich Wealth Management
Connecticut
$229K
EFL
178
ERn Financial LLC
Wisconsin
$228K
EFSCE
179
Enterprise Financial Services Corp (EFSC)
Missouri
$227K
TFS
180
TrustCore Financial Services
Tennessee
$226K +$48K +878 +27%
Comerica Bank
181
Comerica Bank
Texas
$225K
HBT
182
Hills Bank & Trust
Iowa
$224K
ACG
183
Allen Capital Group
Nebraska
$222K
LRIA
184
Leonard Rickey Investment Advisors
Washington
$221K -$51.1K -936 -19%
FFN
185
Focus Financial Network
Minnesota
$220K -$109 -2 -0%
BIA
186
Bigelow Investment Advisors
Maine
$220K +$9.28K +170 +4%
TCOV
187
Trust Company of Vermont
Vermont
$218K +$6.33K +116 +3%
CSM
188
CAMG Solamere Management
North Carolina
$217K
DADC
189
D.A. Davidson & Co
Montana
$214K -$9.17K -168 -4%
SFA
190
Sequoia Financial Advisors
Ohio
$214K
SIAP
191
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$214K
PCM
192
Parsons Capital Management
Rhode Island
$213K +$219 +4 +0.1%
Mercer Global Advisors
193
Mercer Global Advisors
Colorado
$211K -$129K -2,352 -38%
BWM
194
BerganKDV Wealth Management
Minnesota
$208K
EDRIA
195
Edmonds Duncan Registered Investment Advisors
Kansas
$206K +$206K +3,746 New
ST
196
Smithfield Trust
Pennsylvania
$204K -$3.84K -70 -2%
SPIA
197
Steward Partners Investment Advisory
New York
$203K +$203K +3,714 New
NCM
198
Neumann Capital Management
California
$201K +$201K +3,670 New
MA
199
MUFG Americas
New York
$193K -$27.4K -500 -12%
WTC
200
WhitTier Trust Company
Nevada
$187K