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iShares MSCI KLD 400 Social ETF

420 hedge funds and large institutions have $2.03B invested in iShares MSCI KLD 400 Social ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 181 increasing their positions, 110 reducing their positions, and 34 closing their positions.

Holders
420
Holders Change
-9
Holders Change %
-2.1%
% of All Funds
6.65%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
30
Increased
181
Reduced
110
Closed
34
Calls
$277K
Puts
Net Calls
+$277K
Net Calls Change
-$373K
Name Market Value Shares Shares
Change
Shares
Change %
HA
201
Harfst & Associates
Wyoming
$782K 9,039 -16 -0.2%
FA
202
Financial Advisors
Massachusetts
$777K 8,968
FLPIM
203
F.L. Putnam Investment Management
Massachusetts
$773K 8,925 -4 -0%
ECM
204
Evergreen Capital Management
Washington
$763K 8,813 -2,802 -24%
LWA
205
Lenox Wealth Advisors
New York
$763K 8,971 +1,039 +13%
DWM
206
Destination Wealth Management
California
$753K 8,698 -76 -0.9%
OPS
207
Orion Portfolio Solutions
Nebraska
$748K 8,636 +2,874 +50%
CHAM
208
Clear Harbor Asset Management
Connecticut
$740K 8,544 +1,778 +26%
WA
209
Wealth Alliance
New York
$739K 8,536 +5,183 +155%
AA
210
Addison Advisors
Vermont
$729K 8,414 +5,185 +161%
PWP
211
Principle Wealth Partners
Connecticut
$718K 8,293 +116 +1%
AWM
212
AE Wealth Management
Kansas
$714K 8,242 +2,053 +33%
SPIA
213
Steward Partners Investment Advisory
New York
$708K 8,169 +5,272 +182%
PBO
214
Peoples Bank (Ohio)
Ohio
$706K 8,156 -125 -2%
CW
215
CreativeOne Wealth
Kansas
$702K 8,107 -67 -0.8%
RW
216
Rede Wealth
Virginia
$689K 7,950 +719 +10%
ACG
217
Allen Capital Group
Nebraska
$683K 7,886
RA
218
RFG Advisory
Alabama
$681K 7,863
PCM
219
Pennsylvania Capital Management
Pennsylvania
$679K 7,834
VA
220
Valmark Advisers
Ohio
$674K 7,780 +230 +3%
KA
221
Kovack Advisors
Florida
$672K 7,767 -30,403 -80%
ZCI
222
Zevenbergen Capital Investments
Washington
$666K 7,684
T
223
TCWP
Ohio
$661K 7,641 +3,242 +74%
AIM
224
Acropolis Investment Management
Missouri
$656K 7,576
WCWM
225
Willow Creek Wealth Management
California
$655K 7,564