DSI icon

iShares MSCI KLD 400 Social ETF

450 hedge funds and large institutions have $2.1B invested in iShares MSCI KLD 400 Social ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 171 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-9
Holders Change %
-1.96%
% of All Funds
7.18%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
29
Increased
118
Reduced
171
Closed
30
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Shares
Change %
GDP
176
Great Diamond Partners
Maine
$1M +$23.4K +287 +2%
BWA
177
Bordeaux Wealth Advisors
California
$977K
OBWG
178
Onyx Bridge Wealth Group
New York
$948K +$164K +2,013 +21%
BDFN
179
Bond & Devick Financial Network
Minnesota
$945K +$11.6K +143 +1%
UCFA
180
United Capital Financial Advisors
Texas
$938K +$49.4K +607 +6%
T
181
TCWP
Ohio
$915K -$25.6K -314 -3%
FGAM
182
Financial Gravity Asset Management
Texas
$905K +$840K +22,338 +1,287%
WMP
183
Wealth Management Partners
Arizona
$898K +$52.8K +649 +6%
CIBC Private Wealth Group
184
CIBC Private Wealth Group
Georgia
$884K
APW
185
Austin Private Wealth
Texas
$876K -$38.4K -472 -4%
RIA
186
Regal Investment Advisors
Michigan
$874K -$1.63K -20 -0.2%
Baird Financial Group
187
Baird Financial Group
Wisconsin
$871K -$9.85K -121 -1%
BNP Paribas Financial Markets
188
BNP Paribas Financial Markets
France
$848K -$44K -540 -5%
CHAM
189
Clear Harbor Asset Management
Connecticut
$846K
SDWMA
190
Schneider Downs Wealth Management Advisors
Pennsylvania
$845K
BSW
191
Buckingham Strategic Wealth
Missouri
$834K
Fidelity Investments
192
Fidelity Investments
Massachusetts
$826K +$15K +184 +2%
WA
193
Wealth Alliance
New York
$816K -$22K -270 -3%
RL
194
Rogco LP
Oklahoma
$814K +$814K +10,001 New
DWM
195
Destination Wealth Management
California
$805K -$5.78K -71 -0.7%
SPC
196
Sigma Planning Corp
Michigan
$801K -$57.6K -707 -7%
1832 Asset Management
197
1832 Asset Management
Ontario, Canada
$798K
AWM
198
Apollon Wealth Management
South Carolina
$797K -$17.3K -212 -2%
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$792K
RWP
200
Revolve Wealth Partners
New Jersey
$759K +$24.4K +300 +3%