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iShares MSCI KLD 400 Social ETF

417 hedge funds and large institutions have $1.75B invested in iShares MSCI KLD 400 Social ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 154 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
-5
Holders Change %
-1.18%
% of All Funds
7.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
29
Increased
154
Reduced
121
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JMFC
176
J.M. Forbes & Co
Massachusetts
$823K +$7.9K +118 +1%
Vontobel Holding
177
Vontobel Holding
Switzerland
$816K +$816K +12,185 New
NFP
178
NorthLanding Financial Partners
New York
$808K +$808K +12,066 New
BWA
179
Bordeaux Wealth Advisors
California
$804K +$804K +12,000 New
TWP
180
Tempus Wealth Planning
California
$791K -$86.3K -1,288 -10%
BMM
181
Buffington Mohr McNeal
Idaho
$785K
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$781K +$13.2K +197 +2%
MIA
183
MainStreet Investment Advisors
Illinois
$768K
BSWM
184
Boston Standard Wealth Management
Massachusetts
$761K +$46.5K +695 +7%
Bank Julius Baer & Co
185
Bank Julius Baer & Co
Switzerland
$752K -$8.5K -127 -1%
SPC
186
Sigma Planning Corp
Michigan
$743K -$9.64K -144 -1%
WWA
187
WCG Wealth Advisors
Nevada
$742K -$110K -1,638 -13%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$739K
CIBC Private Wealth Group
189
CIBC Private Wealth Group
Georgia
$727K
PA
190
Prism Advisors
California
$725K +$3.68K +55 +0.5%
FFN
191
Focus Financial Network
Minnesota
$722K +$19.6K +293 +3%
WA
192
Wealth Alliance
New York
$709K -$497K -7,422 -41%
SB
193
Strategic Blueprint
Georgia
$703K +$407K +6,075 +137%
AF
194
Advisornet Financial
Minnesota
$702K +$266K +3,967 +61%
T
195
TCWP
Ohio
$699K -$84.5K -1,262 -11%
SDWMA
196
Schneider Downs Wealth Management Advisors
Pennsylvania
$695K
Deutsche Bank
197
Deutsche Bank
Germany
$687K
KFSC
198
Keystone Financial Services (Colorado)
Colorado
$682K -$24.5K -348 -3%
EFG
199
Erickson Financial Group
Pennsylvania
$681K +$40.2K +600 +6%
BIA
200
Bigelow Investment Advisors
Maine
$677K +$11.5K +171 +2%