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iShares MSCI KLD 400 Social ETF

70 hedge funds and large institutions have $85.7M invested in iShares MSCI KLD 400 Social ETF in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
24
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$750K 11,920 +413 +4%
Comerica Bank
27
Comerica Bank
Texas
$689K 10,944 +5,464 +100%
Ameriprise
28
Ameriprise
Minnesota
$682K 10,825 +5,258 +94%
CC
29
Callan Capital
California
$647K 10,275
JFGIW
30
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$591K 9,385 +130 +1%
BDF
31
Balasa Dinverno & Foltz
$569K 9,035
BSB
32
Bangor Savings Bank
Maine
$513K 8,145
Deutsche Bank
33
Deutsche Bank
Germany
$499K 7,934
SIM
34
Sigma Investment Management
Oregon
$498K 7,908 -351 -4%
BAIA
35
Bel Air Investment Advisors
California
$486K 7,710
PMG
36
ProVise Management Group
Florida
$483K 7,671 +238 +3%
TAM
37
Trillium Asset Management
Massachusetts
$454K 7,202 +3,271 +83%
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$441K 7,000
HH
39
Hilltop Holdings
Texas
$394K 6,258 -206 -3%
AIG
40
American International Group
New York
$371K 5,887 +100 +2%
Truist Financial
41
Truist Financial
North Carolina
$339K 5,389
AC
42
Alexandria Capital
Virginia
$332K 5,268
LWI
43
Long Wharf Investors
Massachusetts
$330K 5,245
Chevy Chase Trust
44
Chevy Chase Trust
Maryland
$315K 5,000
SNC
45
Stifel Nicolaus & Co
Missouri
$281K 4,468 +759 +20%
CAG
46
Crestwood Advisors Group
Massachusetts
$277K 4,400 +800 +22%
HC
47
Highmount Capital
New York
$252K 4,000
HighTower Advisors
48
HighTower Advisors
Illinois
$246K 3,909 +3,909 New
HSBC Holdings
49
HSBC Holdings
United Kingdom
$239K 3,800
MFW
50
Meristem Family Wealth
Minnesota
$238K 3,772