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iShares MSCI KLD 400 Social ETF

321 hedge funds and large institutions have $1.08B invested in iShares MSCI KLD 400 Social ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+11
Holders Change %
+3.55%
% of All Funds
6.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
35
Increased
120
Reduced
80
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TNBTD
176
Trustmark National Bank Trust Department
Mississippi
$445K -$21.4K -334 -5%
TA
177
Tiedemann Advisors
New York
$443K
FFN
178
Focus Financial Network
Minnesota
$434K +$15.7K +246 +4%
ACG
179
Allen Capital Group
Nebraska
$427K
ST
180
Smithfield Trust
Pennsylvania
$418K +$217K +3,390 +108%
CC
181
Callan Capital
California
$406K
TRCT
182
Tower Research Capital (TRC)
New York
$406K +$406K +6,340 New
PA
183
Parkside Advisors
California
$400K -$305K -4,764 -43%
VA
184
Valmark Advisers
Ohio
$400K +$5.11K +80 +1%
Prudential Financial
185
Prudential Financial
New Jersey
$393K +$111K +1,730 +39%
BIA
186
Bigelow Investment Advisors
Maine
$392K +$61.6K +962 +19%
FIA
187
Foundations Investment Advisors
Arizona
$391K
FAAS
188
First Allied Advisory Services
California
$380K +$380K +5,938 New
ECM
189
Evergreen Capital Management
Washington
$372K +$372K +5,820 New
WDL
190
Well Done LLC
Michigan
$368K
FFG
191
Frisch Financial Group
New York
$368K +$1.28K +20 +0.3%
Cerity Partners
192
Cerity Partners
New York
$367K
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$357K -$3.58K -56 -1%
APW
194
Aurora Private Wealth
New Jersey
$357K +$357K +5,586 New
BC
195
Bartlett & Co
Ohio
$353K
BCWM
196
Bartlett & Co Wealth Management
Ohio
$353K
CAS
197
Cascadia Advisory Services
Oregon
$331K
HPC
198
HM Payson & Co
Maine
$319K
BCM
199
Blume Capital Management
California
$319K
CAG
200
Crestwood Advisors Group
Massachusetts
$317K