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iShares MSCI KLD 400 Social ETF

422 hedge funds and large institutions have $1.88B invested in iShares MSCI KLD 400 Social ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 31 closing their positions.

Holders
422
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
7.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
39
Increased
184
Reduced
98
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$335M 4,655,306 +40,506 +0.9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$246M 3,419,766 +1,953,016 +133%
Bank of America
3
Bank of America
North Carolina
$150M 2,083,238 +192,462 +10%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$111M 1,548,138 -49,088 -3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$55.4M 771,162 +319,238 +71%
Ameriprise
6
Ameriprise
Minnesota
$53M 735,642 -162,638 -18%
Betterment LLC
7
Betterment LLC
New York
$46.2M 641,886 +14,143 +2%
UBS Group
8
UBS Group
Switzerland
$44.2M 614,500 +2,698 +0.4%
Osaic Holdings
9
Osaic Holdings
Arizona
$33M 459,066 +167,503 +57%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$31.9M 444,311 +10,912 +3%
Goldman Sachs
11
Goldman Sachs
New York
$29.5M 409,741 +9,616 +2%
Wells Fargo
12
Wells Fargo
California
$26.5M 368,367 +148,584 +68%
LPL Financial
13
LPL Financial
California
$22.3M 309,707 +7,114 +2%
Cerity Partners
14
Cerity Partners
New York
$21.4M 298,291 +5,825 +2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$20M 277,756 +30,915 +13%
SEI Investments
16
SEI Investments
Pennsylvania
$19.5M 270,893 +70,754 +35%
Truist Financial
17
Truist Financial
North Carolina
$17.4M 241,540 -10,984 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$17.2M 238,595 +96,262 +68%
Mariner
19
Mariner
Kansas
$16.3M 226,104 +5,624 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$14.4M 200,143 -31,265 -14%
PAS
21
Park Avenue Securities
New York
$14.4M 199,624 +102,958 +107%
Creative Planning
22
Creative Planning
Kansas
$13.7M 191,170 -5,924 -3%
US Bancorp
23
US Bancorp
Minnesota
$13.6M 188,689 -2,614 -1%
5L
24
55I LLC
Massachusetts
$12.8M 178,704 +116,104 +185%
MML Investors Services
25
MML Investors Services
Massachusetts
$11.9M 166,158 +11,450 +7%