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iShares MSCI KLD 400 Social ETF

383 hedge funds and large institutions have $1.6B invested in iShares MSCI KLD 400 Social ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 147 increasing their positions, 113 reducing their positions, and 15 closing their positions.

Holders
383
Holders Change
+12
Holders Change %
+3.23%
% of All Funds
6.69%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
29
Increased
147
Reduced
113
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$276M 3,329,274 +210,969 +7%
Bank of America
2
Bank of America
North Carolina
$141M 1,698,524 +5,910 +0.3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$112M 1,355,390 +12,466 +0.9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$74.5M 899,931 -136,938 -13%
Betterment LLC
5
Betterment LLC
New York
$70.5M 851,702 -80,842 -9%
Ameriprise
6
Ameriprise
Minnesota
$54.9M 662,826 +16,142 +2%
UBS Group
7
UBS Group
Switzerland
$52M 627,673 -40,305 -6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$35.5M 428,194 +26,781 +7%
Goldman Sachs
9
Goldman Sachs
New York
$35.1M 423,742 +24,451 +6%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$30.6M 369,150 +32,454 +10%
FI
11
Financial Insights
Washington
$29.4M 35,532 +103 +0.3%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$29.1M 351,863
Truist Financial
13
Truist Financial
North Carolina
$24.2M 292,546 -9,913 -3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$23M 277,119 +113 +0%
LPL Financial
15
LPL Financial
California
$19.4M 234,783 +14,821 +7%
Osaic Holdings
16
Osaic Holdings
Arizona
$18.4M 222,895 -138 -0.1%
Mariner
17
Mariner
Kansas
$17.5M 211,556 +3,422 +2%
US Bancorp
18
US Bancorp
Minnesota
$17.2M 207,472 -379 -0.2%
SEI Investments
19
SEI Investments
Pennsylvania
$15.9M 192,559 +60,035 +45%
Wells Fargo
20
Wells Fargo
California
$15.5M 187,525 +189 +0.1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$14.2M 171,047 +14,025 +9%
AIC
22
Ameritas Investment Company
Nebraska
$12.2M 146,754 +14,107 +11%
FT
23
Fiduciary Trust
Massachusetts
$11.9M 143,773 +31,495 +28%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$10.8M 130,862 -5,817 -4%
FWM
25
Frontier Wealth Management
Missouri
$10.2M 122,991 +2,916 +2%