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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

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.

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

1
SB
1
Suntrust Banks
Georgia
$9.02M
2
Bank of America
2
Bank of America
North Carolina
$9.02M
3
Northern Trust
3
Northern Trust
Illinois
$6.48M
4
Goldman Sachs
4
Goldman Sachs
New York
$5.28M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.9M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
CC
26
Callan Capital
California
$620K 10,275 +10,275 New
LPL Financial
27
LPL Financial
California
$588K 9,761 +9,761 New
DBT
28
Dubuque Bank & Trust
Iowa
$559K 9,255 +9,255 New
JFGIW
29
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$559K 9,255 +9,255 New
BDF
30
Balasa Dinverno & Foltz
$545K 9,035 +9,035 New
SIM
31
Sigma Investment Management
Oregon
$498K 8,259 +8,259 New
BSB
32
Bangor Savings Bank
Maine
$491K 8,145 +8,145 New
Deutsche Bank
33
Deutsche Bank
Germany
$478K 7,934 +7,934 New
BAIA
34
Bel Air Investment Advisors
California
$465K 7,710 +7,710 New
PMG
35
ProVise Management Group
Florida
$449K 7,433 +7,433 New
TNBTD
36
Trustmark National Bank Trust Department
Mississippi
$422K 7,000 +7,000 New
HH
37
Hilltop Holdings
Texas
$390K 6,464 +6,464 New
AIG
38
American International Group
New York
$349K 5,787 +5,787 New
Ameriprise
39
Ameriprise
Minnesota
$336K 5,567 +5,567 New
Comerica Bank
40
Comerica Bank
Texas
$330K 5,480 +5,480 New
Truist Financial
41
Truist Financial
North Carolina
$325K 5,389 +5,389 New
AC
42
Alexandria Capital
Virginia
$318K 5,268 +5,268 New
LWI
43
Long Wharf Investors
Massachusetts
$317K 5,245 +5,245 New
Chevy Chase Trust
44
Chevy Chase Trust
Maryland
$302K 5,000 +5,000 New
HC
45
Highmount Capital
New York
$241K 4,000 +4,000 New
TAM
46
Trillium Asset Management
Massachusetts
$237K 3,931 +3,931 New
HSBC Holdings
47
HSBC Holdings
United Kingdom
$230K 3,800 +3,800 New
MFW
48
Meristem Family Wealth
Minnesota
$228K 3,772 +3,772 New
SNC
49
Stifel Nicolaus & Co
Missouri
$224K 3,709 +3,709 New
CAG
50
Crestwood Advisors Group
Massachusetts
$217K 3,600 +3,600 New
1
2
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