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iShares MSCI KLD 400 Social ETF

383 hedge funds and large institutions have $1.6B invested in iShares MSCI KLD 400 Social ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 147 increasing their positions, 113 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+12
Holders Change %
+3.23%
% of All Funds
6.69%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
29
Increased
147
Reduced
113
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFW
201
Meristem Family Wealth
Minnesota
$581K +$581K +7,012 New
PWAG
202
Polaris Wealth Advisory Group
California
$567K +$76K +913 +15%
RW
203
Rede Wealth
Virginia
$561K -$7.87K -95 -1%
RIA
204
Regal Investment Advisors
Michigan
$559K +$559K +6,755 New
AIP
205
Ameritas Investment Partners
Nebraska
$554K +$44.8K +541 +9%
CFG
206
Cooper Financial Group
California
$538K -$118K -1,420 -18%
CCP
207
Cardan Capital Partners
Colorado
$534K +$534K +6,444 New
KNW
208
Kesler Norman & Wride
Utah
$522K
TA
209
Tiedemann Advisors
New York
$514K -$31.1K -376 -6%
Prudential Financial
210
Prudential Financial
New Jersey
$512K -$350K -4,234 -41%
PWM
211
Perigon Wealth Management
California
$503K +$503K +6,072 New
VWA
212
VERITY Wealth Advisors
United States
$487K -$71.9K -869 -13%
FFA
213
First Foundation Advisors
California
$472K +$130K +1,570 +38%
GDP
214
Great Diamond Partners
Maine
$471K +$114K +1,377 +32%
APW
215
Aurora Private Wealth
New Jersey
$466K +$2.32K +28 +0.5%
CAS
216
Cascadia Advisory Services
Oregon
$466K +$12.6K +152 +3%
WA
217
Wealth Alliance
New York
$466K +$466K +5,624 New
BS
218
Banco Santander
Spain
$464K -$199K -2,400 -30%
FFG
219
Frisch Financial Group
New York
$464K +$993 +12 +0.2%
WFA
220
West Financial Advisors
Iowa
$463K +$85.5K +1,032 +23%
PA
221
Parkside Advisors
California
$459K +$83 +1 +0%
CC
222
Callan Capital
California
$456K -$69.4K -838 -13%
Cerity Partners
223
Cerity Partners
New York
$450K +$12.4K +150 +3%
BCWM
224
Bartlett & Co Wealth Management
Ohio
$445K
BC
225
Bartlett & Co
Ohio
$445K