iShares MSCI KLD 400 Social ETF
224 hedge funds and large institutions have $526M invested in iShares MSCI KLD 400 Social ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 43 reducing their positions, and 13 closing their positions.
Holders
224
Holders Change
+19
Holders Change %
+9.27%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
88
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
William Blair & Company
Chicago,
Illinois
|
$21.6M |
| 2 |
FA
2
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$9.43M |
| 3 |
3
JPMorgan Chase & Co
New York
|
$47.8M |
| 4 |
4
Betterment LLC
New York
|
$45.5M |
| 5 |
5
Morgan Stanley
New York
|
$29.8M |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
226
Northern Trust
Chicago,
Illinois
| – | – | -4,292 | Closed |
|
|
BG
227
Bahl & Gaynor
Cincinnati,
Ohio
| – | – | -4,015 | Closed |
|
|
ZAM
228
Zevin Asset Management
Boston,
Massachusetts
| – | – | -2,240 | Closed |
|
229
UBS AM
Chicago,
Illinois
| – | – | -1,733 | Closed |
|
|
LC
230
Landaas & Company
Milwaukee,
Wisconsin
| – | – | -1,732 | Closed |
|
|
JFA
231
JNBA Financial Advisors
Bloomington,
Minnesota
| – | – | -1,326 | Closed |
|
|
WIM
232
Westside Investment Management
Santa Monica,
California
| – | – | -800 | Closed |
|
233
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | – | -632 | Closed |
|
|
RWP
234
RWA Wealth Partners
Newton,
Massachusetts
| – | – | -581 | Closed |
|
|
PFA
235
Pathway Financial Advisors
South Burlington,
Vermont
| – | – | -380 | Closed |
|
|
FIA
236
FNY Investment Advisers
New York
| – | – | -45 | Closed |
|
237
Parallax Volatility Advisers
San Francisco,
California
| $0 | 1 | – | – |
|