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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

74 hedge funds and large institutions have $102M invested in iShares MSCI KLD 400 Social ETF in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
24
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BG
1
Bahl & Gaynor
Ohio
$8.43M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$8.51M
3
U
3
UBS
Switzerland
$6.39M
4
BIM
4
BlackRock Investment Management
Delaware
$1.43M
5
Bank of America
5
Bank of America
North Carolina
$12M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$100K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
KFS
3
KMS Financial Services
Washington
$0
4
VKH
4
Virtu KCG Holdings
New York
$0
5
SB
5
Suntrust Banks
Georgia
$8.61M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$865K 12,733 +1,908 +18%
JMFC
27
J.M. Forbes & Co
Massachusetts
$771K 11,159 -983 -8%
CC
28
Callan Capital
California
$710K 10,275 – –
BDF
29
Balasa Dinverno & Foltz
$624K 9,036 +1 +0%
AC
30
Alexandria Capital
Virginia
$574K 8,314 +3,046 +58%
BSB
31
Bangor Savings Bank
Maine
$563K 8,145 – –
Deutsche Bank
32
Deutsche Bank
Germany
$548K 7,934 – –
PMG
33
ProVise Management Group
Florida
$531K 7,691 +20 +0.3%
TNBTD
34
Trustmark National Bank Trust Department
Mississippi
$484K 7,000 – –
HH
35
Hilltop Holdings
Texas
$432K 6,253 -5 -0.1%
V
36
Veritable
Delaware
$421K 6,097 +6,097 New
SIM
37
Sigma Investment Management
Oregon
$419K 6,067 -1,841 -23%
CAN
38
Cetera Advisor Networks
California
$415K 6,025 +6,025 New
AIG
39
American International Group
New York
$412K 5,963 +76 +1%
Truist Financial
40
Truist Financial
North Carolina
$372K 5,389 – –
LWI
41
Long Wharf Investors
Massachusetts
$356K 5,145 -100 -2%
Chevy Chase Trust
42
Chevy Chase Trust
Maryland
$346K 5,000 – –
CAG
43
Crestwood Advisors Group
Massachusetts
$311K 4,500 +100 +2%
HighTower Advisors
44
HighTower Advisors
Illinois
$294K 4,248 +339 +9%
HC
45
Highmount Capital
New York
$276K 4,000 – –
HPC
46
HM Payson & Co
Maine
$276K 4,000 +4,000 New
HSBC Holdings
47
HSBC Holdings
United Kingdom
$263K 3,800 – –
MFW
48
Meristem Family Wealth
Minnesota
$261K 3,772 – –
WF
49
WealthTrust Fairport
Ohio
$247K 3,571 +205 +6%
BAM
50
Barrett Asset Management
New York
$228K 3,305 – –
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