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iShares MSCI KLD 400 Social ETF

321 hedge funds and large institutions have $1.08B invested in iShares MSCI KLD 400 Social ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+11
Holders Change %
+3.55%
% of All Funds
6.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
35
Increased
120
Reduced
80
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
201
D.A. Davidson & Co
Montana
$313K -$26.5K -414 -8%
HA
202
Harborview Advisors
Maine
$313K +$639 +10 +0.2%
COF
203
Capital One Financial
Virginia
$312K
TWM
204
Titus Wealth Management
California
$311K +$513 +8 +0.2%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$309K +$57.3K +900 +23%
SFS
206
Sowell Financial Services
Arkansas
$301K
AF
207
Advisornet Financial
Minnesota
$301K +$23K +360 +8%
AIP
208
Ameritas Investment Partners
Nebraska
$298K +$46.2K +722 +18%
FFA
209
First Foundation Advisors
California
$297K
SPIA
210
Steward Partners Investment Advisory
New York
$296K +$1.79K +28 +0.6%
CFS
211
CRA Financial Services
New Jersey
$295K
PCM
212
Parsons Capital Management
Rhode Island
$293K -$6.4K -100 -2%
PWAG
213
Polaris Wealth Advisory Group
California
$283K +$52.2K +806 +23%
T. Rowe Price Associates
214
T. Rowe Price Associates
Maryland
$282K
LWA
215
Lowe Wealth Advisors
Maryland
$279K
ZAM
216
Zevin Asset Management
Massachusetts
$279K +$1.92K +30 +0.7%
CAM
217
Close Asset Management
United Kingdom
$279K +$47.3K +740 +20%
WF
218
WoodTrust Financial
Wisconsin
$270K -$383 -6 -0.1%
VWA
219
VERITY Wealth Advisors
United States
$270K
TW
220
Transform Wealth
Colorado
$265K -$68.4K -1,068 -21%
LWA
221
Lenox Wealth Advisors
New York
$265K +$11.1K +174 +4%
HBT
222
Hills Bank & Trust
Iowa
$262K
LRIA
223
Leonard Rickey Investment Advisors
Washington
$261K
GAM
224
Gould Asset Management
California
$253K -$23.7K -370 -9%
G
225
GenTrust
Florida
$251K -$37.7K -590 -13%