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iShares MSCI KLD 400 Social ETF

321 hedge funds and large institutions have $1.08B invested in iShares MSCI KLD 400 Social ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 21 closing their positions.

Holders
321
Holders Change
+11
Holders Change %
+3.55%
% of All Funds
6.5%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
35
Increased
120
Reduced
80
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$140M 1,091,402 +108,588 +11%
Bank of America
2
Bank of America
North Carolina
$112M 877,816 +2,803 +0.3%
Betterment LLC
3
Betterment LLC
New York
$89M 695,317 +53,338 +8%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$84.2M 662,959 +25,838 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$70.9M 553,974 +123,951 +29%
UBS Group
6
UBS Group
Switzerland
$39.1M 305,761 -7,444 -2%
Ameriprise
7
Ameriprise
Minnesota
$29.5M 230,570 -3,308 -1%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$29.1M 351,863
Goldman Sachs
9
Goldman Sachs
New York
$22.9M 179,099 -10,875 -6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$21.4M 166,936 +2,967 +2%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$19.6M 153,559 +17,130 +13%
Truist Financial
12
Truist Financial
North Carolina
$18.7M 146,211 +9,812 +7%
ECM
13
ETrade Capital Management
Virginia
$15M 116,848 +11,402 +11%
Osaic Holdings
14
Osaic Holdings
Arizona
$13.2M 102,947 +23,236 +29%
US Bancorp
15
US Bancorp
Minnesota
$12.9M 101,141 -8,413 -8%
Mariner
16
Mariner
Kansas
$12.7M 99,587 -222 -0.2%
Wells Fargo
17
Wells Fargo
California
$12.2M 95,534 -6,129 -6%
LPL Financial
18
LPL Financial
California
$11.7M 91,409 -929 -1%
Creative Planning
19
Creative Planning
Kansas
$10.7M 83,703 +482 +0.6%
FWM
20
Frontier Wealth Management
Missouri
$7.71M 60,239 +348 +0.6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.31M 57,145 +9,769 +21%
FT
22
Fiduciary Trust
Massachusetts
$7.27M 56,780 -687 -1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$7.22M 56,455 +3,775 +7%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$6.79M 53,102 +5,294 +11%
SW
25
SVB Wealth
Massachusetts
$6.55M 51,210 -45,635 -47%