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iShares MSCI KLD 400 Social ETF

371 hedge funds and large institutions have $1.43B invested in iShares MSCI KLD 400 Social ETF in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 130 increasing their positions, 105 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+16
Holders Change %
+4.51%
% of All Funds
6.53%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
43
Increased
130
Reduced
105
Closed
25
Calls
Puts
$112K
Net Calls
-$112K
Net Calls Change
+$169K
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
176
B. Riley Wealth Advisors
Florida
$655K +$64K +859 +11%
BlackRock
177
BlackRock
New York
$644K -$7.82M -102,408 -92%
CFGS
178
Concourse Financial Group Securities
Alabama
$619K +$7.64K +100 +1%
CA
179
Cetera Advisors
Colorado
$618K
BS
180
Banco Santander
Spain
$610K
CFG
181
Cooper Financial Group
California
$604K -$68.3K -894 -10%
PCM
182
Pennsylvania Capital Management
Pennsylvania
$604K
ACG
183
Allen Capital Group
Nebraska
$602K
AWG
184
Altus Wealth Group
Colorado
$602K +$5.52K +69 +0.9%
PWP
185
Principle Wealth Partners
Connecticut
$602K +$258K +3,382 +75%
AIM
186
Acropolis Investment Management
Missouri
$601K -$25.8K -338 -4%
AF
187
Allworth Financial
California
$595K -$54.2K -710 -8%
WCWM
188
Willow Creek Wealth Management
California
$589K -$14.7K -192 -2%
WTC
189
WhitTier Trust Company
Nevada
$585K +$248K +3,255 +74%
BIA
190
Bigelow Investment Advisors
Maine
$574K +$79.4K +1,040 +16%
ZCI
191
Zevenbergen Capital Investments
Washington
$571K
Franklin Resources
192
Franklin Resources
California
$569K
VA
193
Valmark Advisers
Ohio
$564K +$85.9K +1,125 +18%
VHAM
194
Van Hulzen Asset Management
California
$561K -$308K -4,041 -35%
CCA
195
Cobblestone Capital Advisors
New York
$545K
Members Trust
196
Members Trust
Florida
$543K
SHJ
197
Sharkey, Howes & Javer
Colorado
$541K +$145K +1,895 +36%
TNBTD
198
Trustmark National Bank Trust Department
Mississippi
$531K
RW
199
Rede Wealth
Virginia
$524K +$54.7K +717 +12%
VWA
200
VERITY Wealth Advisors
United States
$516K