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iShares MSCI KLD 400 Social ETF

292 hedge funds and large institutions have $773M invested in iShares MSCI KLD 400 Social ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 74 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-10
Holders Change %
-3.31%
% of All Funds
6.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
34
Increased
114
Reduced
74
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
201
Lowe Wealth Advisors
Maryland
$213K
ZAM
202
Zevin Asset Management
Massachusetts
$211K +$211K +4,326 New
GAM
203
Gould Asset Management
California
$210K -$101K -2,080 -33%
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$207K -$43.2K -886 -17%
WF
205
WoodTrust Financial
Wisconsin
$207K +$1.27K +26 +0.6%
VWA
206
VERITY Wealth Advisors
United States
$206K
AF
207
Advisornet Financial
Minnesota
$206K +$389 +8 +0.2%
GWM
208
Greenwich Wealth Management
Connecticut
$204K
FFA
209
First Foundation Advisors
California
$202K
EFSCE
210
Enterprise Financial Services Corp (EFSC)
Missouri
$202K
LWA
211
Lenox Wealth Advisors
New York
$191K
SIAP
212
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$190K
AIP
213
Ameritas Investment Partners
Nebraska
$190K +$89.7K +1,846 +90%
SFS
214
Sowell Financial Services
Arkansas
$187K -$9.66K -198 -5%
TCOV
215
Trust Company of Vermont
Vermont
$181K -$23K -472 -11%
MA
216
MUFG Americas
New York
$172K
HCA
217
Heck Capital Advisors
Wisconsin
$167K -$19.8K -406 -11%
WTC
218
WhitTier Trust Company
Nevada
$166K
ACA
219
Atlas Capital Advisors
Wyoming
$161K
JFA
220
JNBA Financial Advisors
Minnesota
$159K +$4.1K +84 +3%
ST
221
Smithfield Trust
Pennsylvania
$156K -$1.66K -34 -1%
KBC Group
222
KBC Group
Belgium
$149K -$207K -4,272 -58%
OPS
223
Orion Portfolio Solutions
Nebraska
$139K +$62.5K +1,288 +82%
SFSG
224
Stearns Financial Services Group
North Carolina
$135K -$113K -2,314 -46%
Bessemer Group
225
Bessemer Group
New Jersey
$133K +$25.9K +532 +24%