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iShares MSCI KLD 400 Social ETF

420 hedge funds and large institutions have $2.03B invested in iShares MSCI KLD 400 Social ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 181 increasing their positions, 110 reducing their positions, and 34 closing their positions.

Holders
420
Holders Change
-9
Holders Change %
-2.1%
% of All Funds
6.65%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
30
Increased
181
Reduced
110
Closed
34
Calls
$277K
Puts
Net Calls
+$277K
Net Calls Change
-$373K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$400M 4,614,800 +179,018 +4%
Bank of America
2
Bank of America
North Carolina
$164M 1,890,776 -174,423 -8%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$138M 1,597,226 -469,902 -23%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$127M 1,466,750 +853,823 +139%
Ameriprise
5
Ameriprise
Minnesota
$77.8M 898,280 +197,560 +28%
Betterment LLC
6
Betterment LLC
New York
$54.4M 627,743 -73,923 -11%
UBS Group
7
UBS Group
Switzerland
$53M 611,802 -18,193 -3%
OCM
8
One Capital Management
California
$45.5M 525,489 +518,807 +7,764%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$39.1M 451,924 -56,450 -11%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$37.5M 433,399 +2,740 +0.6%
Goldman Sachs
11
Goldman Sachs
New York
$34.7M 400,125 +67,073 +20%
LPL Financial
12
LPL Financial
California
$26.2M 302,593 +11,241 +4%
Cerity Partners
13
Cerity Partners
New York
$25.3M 292,466 +271,804 +1,315%
Osaic Holdings
14
Osaic Holdings
Arizona
$23.8M 291,563 +73,319 +34%
WA
15
Win Advisors
Florida
$22.1M 254,829 +1,044 +0.4%
Truist Financial
16
Truist Financial
North Carolina
$21.9M 252,524 -6,460 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$21.4M 246,841 -63,017 -20%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$20M 231,408 +4,964 +2%
Mariner
19
Mariner
Kansas
$19.1M 220,480 +4,345 +2%
Wells Fargo
20
Wells Fargo
California
$19M 219,783 +14,637 +7%
SEI Investments
21
SEI Investments
Pennsylvania
$17.3M 200,139 -5,290 -3%
Creative Planning
22
Creative Planning
Kansas
$17.1M 197,094 +22,036 +13%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$16.6M 191,641 +131,786 +220%
US Bancorp
24
US Bancorp
Minnesota
$16.6M 191,303 -13,205 -6%
MML Investors Services
25
MML Investors Services
Massachusetts
$13.4M 154,708 +13,125 +9%