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iShares MSCI KLD 400 Social ETF

434 hedge funds and large institutions have $1.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 183 reducing their positions, and 26 closing their positions.

Holders
434
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
6.95%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
33
Increased
127
Reduced
183
Closed
26
Calls
$421K
Puts
Net Calls
+$421K
Net Calls Change
+$156K
Name Market Value Shares Shares
Change
Shares
Change %
RIS
176
Retirement Income Solutions
Michigan
$900K 11,534 -618 -5%
CPIG
177
Chicago Partners Investment Group
Illinois
$893K 11,512 +20 +0.2%
PWM
178
Perigon Wealth Management
California
$891K 11,421 +434 +4%
EWA
179
EP Wealth Advisors
California
$889K 16,214 +11,880 +274%
Baird Financial Group
180
Baird Financial Group
Wisconsin
$883K 11,328 +53 +0.5%
GDP
181
Great Diamond Partners
Maine
$862K 11,058 -1,912 -15%
SPC
182
Sigma Planning Corp
Michigan
$860K 11,021 +341 +3%
BDFN
183
Bond & Devick Financial Network
Minnesota
$850K 10,898
WA
184
Wealth Alliance
New York
$848K 10,868 +1,488 +16%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$847K 10,860
FFN
186
Focus Financial Network
Minnesota
$847K 10,859 -159 -1%
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$832K 10,662 -367 -3%
RIA
188
Regal Investment Advisors
Michigan
$831K 10,656 -3,098 -23%
WMP
189
Wealth Management Partners
Arizona
$820K 10,516 -484 -4%
APW
190
Austin Private Wealth
Texas
$816K 10,467 -3,132 -23%
T
191
TCWP
Ohio
$816K 10,464 -2,832 -21%
MOS
192
MGO One Seven
Ohio
$816K 10,464 +10,464 New
SDWMA
193
Schneider Downs Wealth Management Advisors
Pennsylvania
$809K 10,379
DWM
194
Destination Wealth Management
California
$802K 10,280 +474 +5%
UCFA
195
United Capital Financial Advisors
Texas
$795K 10,192 -2,602 -20%
RBC
196
Romano Brothers & Co
Illinois
$788K 10,100 +150 +2%
Fidelity Investments
197
Fidelity Investments
Massachusetts
$785K 10,071 +1,005 +11%
PA
198
Prism Advisors
California
$768K 9,847 -1,081 -10%
CHAM
199
Clear Harbor Asset Management
Connecticut
$765K 9,807 +721 +8%
BSW
200
Buckingham Strategic Wealth
Missouri
$760K 10,591