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iShares MSCI KLD 400 Social ETF

422 hedge funds and large institutions have $1.88B invested in iShares MSCI KLD 400 Social ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
7.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
39
Increased
184
Reduced
98
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BDFN
176
Bond & Devick Financial Network
Minnesota
$901K -$4.53K -63 -0.5%
Baird Financial Group
177
Baird Financial Group
Wisconsin
$886K -$31.8K -442 -3%
RIS
178
Retirement Income Solutions
Michigan
$886K +$143K +1,989 +19%
JMFC
179
J.M. Forbes & Co
Massachusetts
$876K +$22.6K +314 +3%
MWM
180
Meridian Wealth Management
Kentucky
$860K +$860K +11,967 New
BMM
181
Buffington Mohr McNeal
Idaho
$843K
T
182
TCWP
Ohio
$841K +$292K +4,063 +53%
MIA
183
MainStreet Investment Advisors
Illinois
$824K +$66.1K +920 +9%
MPWT
184
MassMutual Private Wealth & Trust
Connecticut
$824K +$66.1K +920 +9%
OPS
185
Orion Portfolio Solutions
Nebraska
$820K +$199K +2,771 +32%
GIA
186
Goodwin Investment Advisory
Georgia
$818K +$350K +4,870 +75%
Bank Julius Baer & Co
187
Bank Julius Baer & Co
Switzerland
$817K -$4.24K -59 -0.5%
SPC
188
Sigma Planning Corp
Michigan
$809K -$4.89K -68 -0.6%
BlackRock
189
BlackRock
New York
$801K +$262K +3,640 +49%
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$793K +$33.3K +463 +4%
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$781K
AssetMark Inc
192
AssetMark Inc
California
$778K +$627K +8,709 +414%
DIA
193
Dana Investment Advisors
Wisconsin
$777K +$777K +10,809 New
KFSC
194
Keystone Financial Services (Colorado)
Colorado
$776K +$294K +3,797 +61%
PA
195
Prism Advisors
California
$775K +$31.5K +438 +4%
BSWM
196
Boston Standard Wealth Management
Massachusetts
$773K +$30.8K +425 +4%
FFN
197
Focus Financial Network
Minnesota
$754K +$44.7K +622 +6%
TFS
198
TrustCore Financial Services
Tennessee
$751K +$38.1K +529 +5%
SDWMA
199
Schneider Downs Wealth Management Advisors
Pennsylvania
$746K
Deutsche Bank
200
Deutsche Bank
Germany
$737K