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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

235 hedge funds and large institutions have $551M invested in iShares MSCI KLD 400 Social ETF in 2018 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 90 increasing their positions, 48 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+11
Holders Change %
+4.91%
% of All Funds
5.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
90
Reduced
48
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$101M
2
TAM
Trillium Asset Management
Massachusetts
$14.5M
3
BlackRock
BlackRock
New York
$12.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$51.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.21M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$584K
2
FA
Forefront Analytics
Pennsylvania
$0
3
UBS Group
UBS Group
Switzerland
$17.2M
4
TCM
Tuttle Capital Management
Connecticut
$0
5
RA
Rational Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
226
Creative Financial Designs
Indiana
$4K -$10K -200 -71%
DOA
227
D'Orazio & Associates
Virginia
$4K – – –
BFEC
228
Benjamin F. Edwards & Company
Missouri
$4K +$4K +90 New
AWM
229
Avondale Wealth Management
Texas
$3K – – –
IF
230
Ironwood Financial
Arizona
$2K – – –
CA
231
Claro Advisors
Massachusetts
$2K +$2K +36 New
ADL
232
Asset Dedication LLC
California
$1K – – –
LC
233
Lindbrook Capital
California
$1K +$1K +40 New
TWM
234
Titus Wealth Management
California
$234 +$2 +36 +0.7%
FA
235
Forefront Analytics
Pennsylvania
– -$9.43M -176,654 Closed
RA
236
Rational Advisors
New York
– -$2.23M -41,824 Closed
TCM
237
Tuttle Capital Management
Connecticut
– -$2.23M -41,824 Closed
CA
238
Cetera Advisors
Colorado
– -$1.08M -20,156 Closed
TRCT
239
Tower Research Capital (TRC)
New York
– -$859K -16,084 Closed
RCS
240
Retirement Capital Strategies
California
– -$783K -14,660 Closed
SDWMA
241
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$385K -7,210 Closed
Citadel Advisors
242
Citadel Advisors
Florida
– -$342K -6,396 Closed
VCM
243
Vivaldi Capital Management
Illinois
– -$321K -6,014 Closed
EIC
244
Equity Investment Corp
Georgia
– -$303K -5,684 Closed
SCM
245
Stordahl Capital Management
Colorado
– -$272K -5,432 Closed
WCM
246
Weatherstone Capital Management
Colorado
– -$260K -4,862 Closed
Comerica Bank
247
Comerica Bank
Texas
– -$212K -4,256 Closed
HPC
248
HM Payson & Co
Maine
– -$214K -4,000 Closed
CSM
249
CAMG Solamere Management
North Carolina
– -$213K -3,980 Closed
MFW
250
Meristem Family Wealth
Minnesota
– -$206K -3,864 Closed
7 8 9
10
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