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iShares MSCI KLD 400 Social ETF

383 hedge funds and large institutions have $1.68B invested in iShares MSCI KLD 400 Social ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 19 closing their positions.

Holders
383
Holders Change
Holders Change %
0%
% of All Funds
6.73%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
21
Increased
143
Reduced
115
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$346M 4,158,011 +828,737 +25%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$170M 2,037,365 +681,975 +50%
Bank of America
3
Bank of America
North Carolina
$144M 1,727,966 +29,442 +2%
Betterment LLC
4
Betterment LLC
New York
$63.6M 764,075 -87,627 -10%
Ameriprise
5
Ameriprise
Minnesota
$57.4M 690,290 +27,464 +4%
UBS Group
6
UBS Group
Switzerland
$51.1M 614,224 -13,449 -2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$39.6M 475,875 +47,681 +11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$38.5M 462,114 -437,817 -49%
Goldman Sachs
9
Goldman Sachs
New York
$34.2M 411,454 -12,288 -3%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$33.4M 401,287 +32,137 +9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$24.1M 289,600 +12,481 +5%
Truist Financial
12
Truist Financial
North Carolina
$23.2M 278,250 -14,296 -5%
LPL Financial
13
LPL Financial
California
$22.5M 270,017 +35,234 +15%
Mariner
14
Mariner
Kansas
$17.8M 214,136 +2,580 +1%
US Bancorp
15
US Bancorp
Minnesota
$17.6M 212,018 +4,546 +2%
SEI Investments
16
SEI Investments
Pennsylvania
$17.2M 206,456 +13,897 +7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$16.9M 203,358 +32,311 +19%
Osaic Holdings
18
Osaic Holdings
Arizona
$16.1M 193,029 -29,866 -13%
Wells Fargo
19
Wells Fargo
California
$15.7M 189,150 +1,625 +0.9%
Creative Planning
20
Creative Planning
Kansas
$14.5M 174,436 +166,582 +2,121%
AIC
21
Ameritas Investment Company
Nebraska
$12.7M 152,945 +6,191 +4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$12.4M 148,489 +17,627 +13%
PAG
23
Private Advisor Group
New Jersey
$11.8M 141,285 +25,035 +22%
FWM
24
Frontier Wealth Management
Missouri
$10.5M 126,555 +3,564 +3%
LWP
25
Laurel Wealth Planning
Minnesota
$10.5M 126,520 +15,257 +14%