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iShares MSCI KLD 400 Social ETF

68 hedge funds and large institutions have $79M invested in iShares MSCI KLD 400 Social ETF in 2013 Q2 according to their latest regulatory filings, with 68 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

72.74% more ownership

Funds ownership: 0%72.74% (+73%)

Holders
68
Holders Change
+68
Holders Change %
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
68
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
CC
26
Callan Capital
California
$620K +$618K +20,550 New
LPL Financial
27
LPL Financial
California
$588K +$587K +19,522 New
DBT
28
Dubuque Bank & Trust
Iowa
$559K +$556K +18,510 New
JFGIW
29
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$559K +$556K +18,510 New
BDF
30
Balasa Dinverno & Foltz
$545K +$543K +18,070 New
SIM
31
Sigma Investment Management
Oregon
$498K +$496K +16,518 New
BSB
32
Bangor Savings Bank
Maine
$491K +$490K +16,290 New
Deutsche Bank
33
Deutsche Bank
Germany
$478K +$477K +15,868 New
BAIA
34
Bel Air Investment Advisors
California
$465K +$463K +15,420 New
PMG
35
ProVise Management Group
Florida
$449K +$447K +14,866 New
TNBTD
36
Trustmark National Bank Trust Department
Mississippi
$422K +$421K +14,000 New
HH
37
Hilltop Holdings
Texas
$390K +$389K +12,928 New
AIG
38
American International Group
New York
$349K +$348K +11,574 New
Ameriprise
39
Ameriprise
Minnesota
$336K +$335K +11,134 New
Comerica Bank
40
Comerica Bank
Texas
$330K +$329K +10,960 New
Truist Financial
41
Truist Financial
North Carolina
$325K +$324K +10,778 New
AC
42
Alexandria Capital
Virginia
$318K +$317K +10,536 New
LWI
43
Long Wharf Investors
Massachusetts
$317K +$315K +10,490 New
Chevy Chase Trust
44
Chevy Chase Trust
Maryland
$302K +$301K +10,000 New
HC
45
Highmount Capital
New York
$241K +$240K +8,000 New
TAM
46
Trillium Asset Management
Massachusetts
$237K +$236K +7,862 New
HSBC Holdings
47
HSBC Holdings
United Kingdom
$230K +$228K +7,600 New
MFW
48
Meristem Family Wealth
Minnesota
$228K +$227K +7,544 New
SNC
49
Stifel Nicolaus & Co
Missouri
$224K +$223K +7,418 New
CAG
50
Crestwood Advisors Group
Massachusetts
$217K +$216K +7,200 New