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iShares MSCI KLD 400 Social ETF

383 hedge funds and large institutions have $1.6B invested in iShares MSCI KLD 400 Social ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 147 increasing their positions, 113 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+12
Holders Change %
+3.23%
% of All Funds
6.69%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
29
Increased
147
Reduced
113
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
176
BlackRock
New York
$677K -$21.6K -261 -3%
CA
177
Cetera Advisors
Colorado
$676K +$5.3K +64 +0.8%
DC
178
DeDora Capital
California
$670K -$109K -1,319 -14%
PCM
179
Pennsylvania Capital Management
Pennsylvania
$664K
HGWM
180
Horst & Graben Wealth Management
Oregon
$654K -$352K -4,244 -35%
GW
181
GW & Wade
Massachusetts
$654K +$301K +3,638 +85%
ACG
182
Allen Capital Group
Nebraska
$653K
AIM
183
Acropolis Investment Management
Missouri
$652K
Creative Planning
184
Creative Planning
Kansas
$651K -$13M -156,434 -95%
OWA
185
One Wealth Advisors
California
$648K -$128K -1,551 -17%
AF
186
Allworth Financial
California
$646K
KPWS
187
Kestra Private Wealth Services
Texas
$644K +$644K +7,777 New
EH
188
Equitable Holdings
New York
$634K -$249K -3,002 -28%
WCWM
189
Willow Creek Wealth Management
California
$634K -$4.47K -54 -0.7%
Janney Montgomery Scott
190
Janney Montgomery Scott
Pennsylvania
$629K +$184K +2,224 +41%
VA
191
Valmark Advisers
Ohio
$627K +$15.7K +190 +3%
AWG
192
Altus Wealth Group
Colorado
$623K
BIA
193
Bigelow Investment Advisors
Maine
$623K
ZCI
194
Zevenbergen Capital Investments
Washington
$620K
Franklin Resources
195
Franklin Resources
California
$617K
TRCT
196
Tower Research Capital (TRC)
New York
$603K +$310K +3,736 +106%
CCA
197
Cobblestone Capital Advisors
New York
$591K
Members Trust
198
Members Trust
Florida
$589K
FIA
199
Foundations Investment Advisors
Arizona
$584K +$69.5K +828 +14%
LWA
200
Lenox Wealth Advisors
New York
$582K +$222K +2,681 +62%