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iShares MSCI KLD 400 Social ETF

417 hedge funds and large institutions have $1.75B invested in iShares MSCI KLD 400 Social ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 154 increasing their positions, 121 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
-5
Holders Change %
-1.18%
% of All Funds
7.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
29
Increased
154
Reduced
121
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RBC
201
Romano Brothers & Co
Illinois
$666K +$666K +9,950 New
DAS
202
Dynamic Advisor Solutions
Arizona
$646K
PWM
203
Perigon Wealth Management
California
$630K +$68.8K +1,027 +12%
AWG
204
Altus Wealth Group
Colorado
$626K
DWM
205
Destination Wealth Management
California
$613K +$25.7K +384 +4%
HCA
206
Heck Capital Advisors
Wisconsin
$611K +$11.5K +171 +2%
CHAM
207
Clear Harbor Asset Management
Connecticut
$608K
HA
208
Harfst & Associates
Wyoming
$606K +$536 +8 +0.1%
Fidelity Investments
209
Fidelity Investments
Massachusetts
$601K -$24.9K -372 -4%
FLPIM
210
F.L. Putnam Investment Management
Massachusetts
$592K
GDP
211
Great Diamond Partners
Maine
$574K -$28.2K -422 -5%
SWM
212
SigFig Wealth Management
California
$560K -$1.88K -70 -0.3%
HI
213
Harbour Investments
Wisconsin
$553K
AA
214
Addison Advisors
Vermont
$541K -$10.7K -160 -2%
RW
215
Rede Wealth
Virginia
$540K +$22K +328 +4%
VA
216
Valmark Advisers
Ohio
$529K
ACG
217
Allen Capital Group
Nebraska
$528K
MLA
218
My Legacy Advisors
Oregon
$526K -$538K -8,093 -51%
PCM
219
Pennsylvania Capital Management
Pennsylvania
$525K
MYIA
220
Mount Yale Investment Advisors
Colorado
$522K +$260K +3,890 +100%
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
$520K +$6.56K +98 +1%
CPFP
222
Clear Perspectives Financial Planning
Ohio
$511K
PBO
223
Peoples Bank (Ohio)
Ohio
$509K -$37.3K -557 -7%
WCWM
224
Willow Creek Wealth Management
California
$507K
AIM
225
Acropolis Investment Management
Missouri
$507K