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iShares MSCI KLD 400 Social ETF

459 hedge funds and large institutions have $2.11B invested in iShares MSCI KLD 400 Social ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 159 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+25
Holders Change %
+5.76%
% of All Funds
7.24%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
47
Increased
134
Reduced
159
Closed
20
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
-$404K
Name Holding Trade Value Shares
Change
Shares
Change %
1832 Asset Management
201
1832 Asset Management
Ontario, Canada
$825K +$269K +3,200 +48%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$818K -$79K -938 -9%
OBWG
203
Onyx Bridge Wealth Group
New York
$811K +$213K +2,528 +36%
HI
204
Harbour Investments
Wisconsin
$799K +$210K +2,500 +36%
BRWA
205
B. Riley Wealth Advisors
Florida
$792K -$9.6K -114 -1%
BIA
206
Bigelow Investment Advisors
Maine
$770K +$10.8K +128 +1%
DAS
207
Dynamic Advisor Solutions
Arizona
$767K -$9.51K -113 -1%
RWP
208
Revolve Wealth Partners
New Jersey
$760K +$70.2K +834 +10%
WIA
209
World Investment Advisors
California
$737K -$49.7K -590 -6%
DADC
210
D.A. Davidson & Co
Montana
$735K +$16.8K +200 +2%
VA
211
Valmark Advisers
Ohio
$702K -$6.31K -75 -0.9%
HA
212
Harfst & Associates
Wyoming
$698K
FLPIM
213
F.L. Putnam Investment Management
Massachusetts
$694K
GIA
214
Goodwin Investment Advisory
Georgia
$694K -$98.1K -1,166 -12%
BCM
215
BlueCrest Capital Management
Jersey
$693K +$693K +8,235 New
Wolverine Trading
216
Wolverine Trading
Illinois
$692K +$692K +8,322 New
MYIA
217
Mount Yale Investment Advisors
Colorado
$685K +$85.7K +1,018 +14%
HCA
218
Heck Capital Advisors
Wisconsin
$684K -$4.04K -48 -0.6%
BlackRock
219
BlackRock
New York
$682K +$36.1K +429 +6%
RW
220
Rede Wealth
Virginia
$670K -$22.1K -263 -3%
AIM
221
Acropolis Investment Management
Missouri
$669K +$54.7K +650 +9%
AWG
222
Altus Wealth Group
Colorado
$667K +$72.8K +865 +12%
ACG
223
Allen Capital Group
Nebraska
$664K
MG
224
Mather Group
Illinois
$662K +$662K +7,859 New
WAM
225
WNY Asset Management
New York
$656K -$370K -4,401 -36%