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iShares MSCI KLD 400 Social ETF

268 hedge funds and large institutions have $732M invested in iShares MSCI KLD 400 Social ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
5.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
24
Increased
101
Reduced
67
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
176
Susquehanna International Group
Pennsylvania
$272K -$468K -8,448 -63%
TWM
177
Titus Wealth Management
California
$271K -$10.4K -188 -4%
COI
178
Capital One Investing
Virginia
$270K +$270K +4,876 New
ACG
179
Allen Capital Group
Nebraska
$269K +$48.2K +888 +22%
PA
180
Prism Advisors
California
$267K +$1.44K +26 +0.5%
PCM
181
Parsons Capital Management
Rhode Island
$264K +$48.4K +874 +22%
T. Rowe Price Associates
182
T. Rowe Price Associates
Maryland
$262K -$24.9K -450 -9%
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$259K +$15.3K +276 +6%
AWM
184
Aevitas Wealth Management
Massachusetts
$257K +$111 +2 +0%
CFS
185
CRA Financial Services
New Jersey
$256K
TFS
186
TrustCore Financial Services
Tennessee
$253K +$24.1K +436 +11%
BIA
187
Bigelow Investment Advisors
Maine
$251K +$27.2K +490 +12%
PFGIA
188
Patriot Financial Group Insurance Agency
Massachusetts
$242K +$216K +3,900 +844%
WF
189
WoodTrust Financial
Wisconsin
$241K -$55K -992 -19%
DADC
190
D.A. Davidson & Co
Montana
$238K +$20.7K +374 +10%
TIA
191
Traphagen Investment Advisors
New Jersey
$236K +$236K +4,248 New
VWA
192
VERITY Wealth Advisors
United States
$234K
AF
193
Advisornet Financial
Minnesota
$234K +$48.6K +874 +26%
GWM
194
Greenwich Wealth Management
Connecticut
$232K
EFL
195
ERn Financial LLC
Wisconsin
$230K -$1.66K -30 -0.7%
EFSCE
196
Enterprise Financial Services Corp (EFSC)
Missouri
$230K -$1.33K -24 -0.6%
HBT
197
Hills Bank & Trust
Iowa
$227K
DIA
198
Dana Investment Advisors
Wisconsin
$227K +$227K +4,100 New
Comerica Bank
199
Comerica Bank
Texas
$226K
LRIA
200
Leonard Rickey Investment Advisors
Washington
$224K