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iShares MSCI KLD 400 Social ETF

383 hedge funds and large institutions have $1.68B invested in iShares MSCI KLD 400 Social ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
Holders Change %
0%
% of All Funds
6.73%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
21
Increased
143
Reduced
115
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
176
Mutual Advisors
Nebraska
$731K -$19.5K -235 -3%
BRWA
177
B. Riley Wealth Advisors
Florida
$731K +$13.8K +166 +2%
EH
178
Equitable Holdings
New York
$730K +$93.2K +1,120 +15%
PWP
179
Principle Wealth Partners
Connecticut
$701K
PCM
180
Pennsylvania Capital Management
Pennsylvania
$695K -$7.1K -80 -1%
PBO
181
Peoples Bank (Ohio)
Ohio
$690K -$3.74K -45 -0.5%
BlackRock
182
BlackRock
New York
$690K +$8.67K +104 +1%
MFW
183
Meristem Family Wealth
Minnesota
$681K +$97.2K +1,168 +17%
BIA
184
Bigelow Investment Advisors
Maine
$674K +$48.4K +582 +8%
RA
185
RFG Advisory
Alabama
$662K +$662K +7,961 New
ACG
186
Allen Capital Group
Nebraska
$656K
AIM
187
Acropolis Investment Management
Missouri
$650K
DC
188
DeDora Capital
California
$645K -$27.7K -333 -4%
ZCI
189
Zevenbergen Capital Investments
Washington
$639K +$16.6K +200 +3%
WCWM
190
Willow Creek Wealth Management
California
$637K
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
$635K +$2.91K +35 +0.5%
VA
192
Valmark Advisers
Ohio
$628K -$2.08K -25 -0.3%
AWG
193
Altus Wealth Group
Colorado
$626K
RW
194
Rede Wealth
Virginia
$601K +$37.2K +447 +7%
CCA
195
Cobblestone Capital Advisors
New York
$594K
BNP Paribas Financial Markets
196
BNP Paribas Financial Markets
France
$591K -$95.7K -1,150 -14%
Citigroup
197
Citigroup
New York
$589K -$205K -2,460 -26%
FIA
198
Foundations Investment Advisors
Arizona
$584K -$3.04K -36 -0.5%
LWA
199
Lenox Wealth Advisors
New York
$584K
AIP
200
Ameritas Investment Partners
Nebraska
$573K +$16.7K +201 +3%