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iShares MSCI KLD 400 Social ETF

247 hedge funds and large institutions have $623M invested in iShares MSCI KLD 400 Social ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
5.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
34
Increased
100
Reduced
52
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FDCDDQ
201
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116K
Bessemer Group
202
Bessemer Group
New Jersey
$110K +$23.3K +442 +27%
AWM
203
AllSquare Wealth Management
New York
$109K +$28.9K +548 +36%
GWM
204
Geneos Wealth Management
Colorado
$106K
PAI
205
Pittenger & Anderson Inc
Nebraska
$102K -$7.19K -136 -7%
RFWA
206
RPg Family Wealth Advisory
Massachusetts
$97.3K +$12.4K +236 +15%
FANJ
207
Financial Architects (New Jersey)
New Jersey
$83K +$6.8K +130 +9%
CT
208
Clearstead Trust
Maine
$82K -$4.46K -84 -5%
LWM
209
Liberty Wealth Management
California
$81K
FHB
210
First Hawaiian Bank
Hawaii
$78K
TCM
211
TD Capital Management
Tennessee
$75K +$315 +6 +0.4%
LWA
212
Lenox Wealth Advisors
New York
$70K +$315 +6 +0.5%
GSWM
213
Golden State Wealth Management
California
$65K +$65K +1,232 New
ESB
214
Essex Savings Bank
Connecticut
$64K
Fidelity Investments
215
Fidelity Investments
Massachusetts
$62K +$49.7K +956 +405%
SCA
216
Stuart Chaussee & Associates
California
$59K
FEG
217
Financial Enhancement Group
Indiana
$58K +$15.4K +290 +36%
GRP
218
Global Retirement Partners
California
$57K -$617K -11,650 -92%
SWM
219
SeaCrest Wealth Management
New York
$57K
MFT
220
Moisand Fitzgerald Tamayo
Florida
$56K
APA
221
American Portfolios Advisors
New York
$41.1K
IA
222
IFP Advisors
Florida
$39K -$31.4K -618 -45%
EWM
223
Executive Wealth Management
Michigan
$39K
HI
224
Hudock Inc
Pennsylvania
$38K +$207 +4 +0.5%
ATC
225
Adirondack Trust Company
New York
$36K +$12.5K +230 +53%