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iShares MSCI KLD 400 Social ETF

434 hedge funds and large institutions have $1.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 183 reducing their positions, and 26 closing their positions.

Holders
434
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
6.95%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
33
Increased
127
Reduced
183
Closed
26
Calls
$421K
Puts
Net Calls
+$421K
Net Calls Change
+$156K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$338M 4,330,741 -279,880 -6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$236M 3,020,521 -497,710 -14%
Bank of America
3
Bank of America
North Carolina
$136M 1,739,296 -794,327 -31%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$124M 1,592,198 -122,493 -7%
Ameriprise
5
Ameriprise
Minnesota
$73.9M 947,475 +63,705 +7%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$60.6M 776,742 -14,621 -2%
LPL Financial
7
LPL Financial
California
$49M 628,262 +28,333 +5%
UBS Group
8
UBS Group
Switzerland
$45.5M 583,303 -30,036 -5%
Betterment LLC
9
Betterment LLC
New York
$44.7M 572,982 -29,016 -5%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$35.5M 455,280 -20,996 -4%
Osaic Holdings
11
Osaic Holdings
Arizona
$31.6M 404,810 -51,600 -11%
Goldman Sachs
12
Goldman Sachs
New York
$30.7M 393,060 -480 -0.1%
SEI Investments
13
SEI Investments
Pennsylvania
$27.6M 353,253 +36,595 +12%
Mariner
14
Mariner
Kansas
$19.3M 246,956 +739 +0.3%
Truist Financial
15
Truist Financial
North Carolina
$17.8M 228,674 -8,358 -4%
Creative Planning
16
Creative Planning
Kansas
$15.3M 195,561 +2,734 +1%
Wells Fargo
17
Wells Fargo
California
$14.7M 188,006 -132,498 -41%
PAS
18
Park Avenue Securities
New York
$14.5M 185,301 -29,817 -14%
US Bancorp
19
US Bancorp
Minnesota
$14.3M 183,941 -1,411 -0.8%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$12.6M 161,129 +109,235 +210%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$11.7M 150,365 -42,935 -22%
FT
22
Fiduciary Trust
Massachusetts
$11.6M 149,274
PAG
23
Private Advisor Group
New Jersey
$11.5M 147,797 +4,181 +3%
MML Investors Services
24
MML Investors Services
Massachusetts
$11M 140,537 -28,962 -17%
AAS
25
Ameritas Advisory Services
Nebraska
$10.7M 137,507 -4,159 -3%