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iShares MSCI KLD 400 Social ETF

434 hedge funds and large institutions have $1.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 183 reducing their positions, and 26 closing their positions.

Holders
434
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
6.95%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
33
Increased
127
Reduced
183
Closed
26
Calls
$421K
Puts
Net Calls
+$421K
Net Calls Change
+$156K
Name Market Value Shares Shares
Change
Shares
Change %
BRWA
201
B. Riley Wealth Advisors
Florida
$743K 9,529 -5,648 -37%
GIA
202
Goodwin Investment Advisory
Georgia
$734K 9,410 -3,675 -28%
WIA
203
World Investment Advisors
California
$729K 9,343 +2,636 +39%
DAS
204
Dynamic Advisor Solutions
Arizona
$720K 9,230 -420 -4%
BIA
205
Bigelow Investment Advisors
Maine
$704K 9,023 -2,143 -19%
HPM
206
Hoxton Planning & Management
West Virginia
$693K 8,886 -1,166 -12%
BNP Paribas Financial Markets
207
BNP Paribas Financial Markets
France
$689K 8,834 +634 +8%
DADC
208
D.A. Davidson & Co
Montana
$665K 8,532 +3,527 +70%
VA
209
Valmark Advisers
Ohio
$656K 8,410 +205 +2%
HA
210
Harfst & Associates
Wyoming
$647K 8,290 -772 -9%
FLPIM
211
F.L. Putnam Investment Management
Massachusetts
$643K 8,251 -263 -3%
RW
212
Rede Wealth
Virginia
$642K 8,226 +361 +5%
RWP
213
Revolve Wealth Partners
New Jersey
$639K 8,194 +600 +8%
HCA
214
Heck Capital Advisors
Wisconsin
$638K 8,179 +1,797 +28%
BF
215
Brooklyn FI
New York
$635K 6,832 +6,611 +2,991%
FFA
216
Farther Finance Advisors
California
$620K 7,946 -10,551 -57%
ACG
217
Allen Capital Group
Nebraska
$615K 7,886 +7,886 New
TIA
218
Traphagen Investment Advisors
New Jersey
$608K 7,798 +13 +0.2%
SB
219
Strategic Blueprint
Georgia
$605K 7,757 -1,102 -12%
BlackRock
220
BlackRock
New York
$599K 7,679 -301,872 -98%
CPFP
221
Clear Perspectives Financial Planning
Ohio
$595K 7,626 +80 +1%
CQS
222
Credential Qtrade Securities
$590K 7,561 +7,561 New
SWA
223
Stratos Wealth Advisors
Ohio
$588K 7,537 +873 +13%
WCWM
224
Willow Creek Wealth Management
California
$582K 7,462 -102 -1%
HBT
225
Hills Bank & Trust
Iowa
$574K 7,365