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iShares MSCI KLD 400 Social ETF

422 hedge funds and large institutions have $1.88B invested in iShares MSCI KLD 400 Social ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
7.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
39
Increased
184
Reduced
98
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$728K +$5.97K +83 +0.8%
BIA
202
Bigelow Investment Advisors
Maine
$714K -$44.8K -623 -6%
DAS
203
Dynamic Advisor Solutions
Arizona
$694K -$719 -10 -0.1%
EFG
204
Erickson Financial Group
Pennsylvania
$688K +$237K +3,294 +52%
Fidelity Investments
205
Fidelity Investments
Massachusetts
$672K +$2.88K +40 +0.4%
CHAM
206
Clear Harbor Asset Management
Connecticut
$652K +$38.1K +530 +6%
HA
207
Harfst & Associates
Wyoming
$650K +$216 +3 +0%
GDP
208
Great Diamond Partners
Maine
$647K +$117K +1,627 +22%
HCA
209
Heck Capital Advisors
Wisconsin
$643K -$75.1K -1,045 -10%
FLPIM
210
F.L. Putnam Investment Management
Massachusetts
$635K -$6.25K -87 -1%
DWM
211
Destination Wealth Management
California
$630K +$4.67K +65 +0.7%
AWG
212
Altus Wealth Group
Colorado
$626K -$166 -2 -0%
PWM
213
Perigon Wealth Management
California
$602K +$132K +1,832 +28%
PWP
214
Principle Wealth Partners
Connecticut
$596K
AA
215
Addison Advisors
Vermont
$592K -$12.6K -175 -2%
PBO
216
Peoples Bank (Ohio)
Ohio
$586K
VA
217
Valmark Advisers
Ohio
$568K +$8.98K +125 +2%
ACG
218
Allen Capital Group
Nebraska
$567K
PCM
219
Pennsylvania Capital Management
Pennsylvania
$563K
RW
220
Rede Wealth
Virginia
$556K -$16K -222 -3%
AWA
221
Arete Wealth Advisors
Illinois
$555K +$295K +4,076 +113%
CW
222
CreativeOne Wealth
Kansas
$554K -$29.1K -405 -5%
HI
223
Harbour Investments
Wisconsin
$553K +$553K +7,697 New
ZCI
224
Zevenbergen Capital Investments
Washington
$552K
BNP Paribas Financial Markets
225
BNP Paribas Financial Markets
France
$551K -$142K -1,977 -21%