DSI icon

iShares MSCI KLD 400 Social ETF

268 hedge funds and large institutions have $732M invested in iShares MSCI KLD 400 Social ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
5.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
24
Increased
101
Reduced
67
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFN
201
Focus Financial Network
Minnesota
$223K -$444 -8 -0.2%
SFS
202
Sowell Financial Services
Arkansas
$223K +$223K +4,024 New
CSM
203
CAMG Solamere Management
North Carolina
$221K
TCOV
204
Trust Company of Vermont
Vermont
$221K
SFA
205
Sequoia Financial Advisors
Ohio
$217K
SIAP
206
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$217K
BWM
207
BerganKDV Wealth Management
Minnesota
$211K
EDRIA
208
Edmonds Duncan Registered Investment Advisors
Kansas
$208K
SPIA
209
Steward Partners Investment Advisory
New York
$206K +$222 +4 +0.1%
HCA
210
Heck Capital Advisors
Wisconsin
$200K -$135K -2,432 -40%
ST
211
Smithfield Trust
Pennsylvania
$195K -$12K -216 -6%
MA
212
MUFG Americas
New York
$195K
IRC
213
Investors Research Corp
Georgia
$193K +$46.5K +838 +32%
WTC
214
WhitTier Trust Company
Nevada
$190K
LWA
215
Lowe Wealth Advisors
Maryland
$187K
ACA
216
Atlas Capital Advisors
Wyoming
$183K
KBC Group
217
KBC Group
Belgium
$169K
JFA
218
JNBA Financial Advisors
Minnesota
$147K
AA
219
Advisory Alpha
Michigan
$143K +$143K +2,630 New
HR
220
Howe & Rusling
New York
$135K
WCG
221
Weaver Consulting Group
California
$129K
FWM
222
Focused Wealth Management
New York
$128K
CAN
223
Claraphi Advisory Network
United States
$128K +$128K +2,304 New
NFG
224
Next Financial Group
Texas
$125K -$334 -6 -0.3%
PAI
225
Pittenger & Anderson Inc
Nebraska
$123K +$15.6K +280 +15%