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iShares MSCI KLD 400 Social ETF

259 hedge funds and large institutions have $677M invested in iShares MSCI KLD 400 Social ETF in 2019 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+12
Holders Change %
+4.86%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
32
Increased
100
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
201
Lowe Wealth Advisors
Maryland
$184K +$25.5K +466 +16%
AF
202
Advisornet Financial
Minnesota
$183K +$329 +6 +0.2%
ACA
203
Atlas Capital Advisors
Wyoming
$181K +$181K +3,306 New
KBC Group
204
KBC Group
Belgium
$166K +$166K +3,040 New
JFA
205
JNBA Financial Advisors
Minnesota
$145K
IRC
206
Investors Research Corp
Georgia
$144K +$144K +2,640 New
HR
207
Howe & Rusling
New York
$133K
FWM
208
Focused Wealth Management
New York
$127K +$110 +2 +0.1%
WCG
209
Weaver Consulting Group
California
$125K
NFG
210
Next Financial Group
Texas
$123K +$123K +2,254 New
FDCDDQ
211
Federation des caisses Desjardins du Quebec
Quebec, Canada
$121K
Bessemer Group
212
Bessemer Group
New Jersey
$120K +$6.22K +114 +5%
AWM
213
AllSquare Wealth Management
New York
$113K
RFWA
214
RPg Family Wealth Advisory
Massachusetts
$111K +$10.5K +192 +10%
GWM
215
Geneos Wealth Management
Colorado
$110K
PAI
216
Pittenger & Anderson Inc
Nebraska
$106K
PCG
217
Private Capital Group
Connecticut
$102K -$282K -5,540 -73%
GSWM
218
Golden State Wealth Management
California
$92K +$24.6K +450 +37%
CT
219
Clearstead Trust
Maine
$84K
FANJ
220
Financial Architects (New Jersey)
New Jersey
$82K -$4.59K -84 -5%
TCM
221
TD Capital Management
Tennessee
$74K -$4.27K -78 -5%
LWA
222
Lenox Wealth Advisors
New York
$73K +$218 +4 +0.3%
ESB
223
Essex Savings Bank
Connecticut
$67K
SCA
224
Stuart Chaussee & Associates
California
$61K
FEG
225
Financial Enhancement Group
Indiana
$60K