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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

93 hedge funds and large institutions have $139M invested in iShares MSCI KLD 400 Social ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
93
Holders Change
+14
Holders Change %
+17.72%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
30
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$9.68M
2
Goldman Sachs
2
Goldman Sachs
New York
$14.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.57M
4
Jane Street
4
Jane Street
New York
$2.28M
5
TAM
5
Trillium Asset Management
Massachusetts
$3.09M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
RNS
2
Robert N. Shapiro
$1.68M
3
Barclays
3
Barclays
United Kingdom
$47K
4
MFP
4
Mosaic Financial Partners
California
$0
5
V
5
Veritable
Delaware
$286K
Name Market Value Shares Shares
Change 		Shares
Change %
JFGIW
26
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$949K 12,389 +201 +2%
P
27
Pitcairn
Pennsylvania
$891K 11,632 -70 -0.6%
AC
28
Alexandria Capital
Virginia
$865K 11,293 – –
AIG
29
American International Group
New York
$846K 11,043 +122 +1%
BDF
30
Balasa Dinverno & Foltz
$758K 9,902 – –
Truist Financial
31
Truist Financial
North Carolina
$732K 9,562 +3,340 +54%
BSB
32
Bangor Savings Bank
Maine
$670K 8,745 +40 +0.5%
HighTower Advisors
33
HighTower Advisors
Illinois
$627K 8,183 +316 +4%
PMG
34
ProVise Management Group
Florida
$595K 7,764 +21 +0.3%
CC
35
Callan Capital
California
$591K 7,716 – –
Comerica Bank
36
Comerica Bank
Texas
$590K 7,694 +7,694 New
Deutsche Bank
37
Deutsche Bank
Germany
$583K 7,625 – –
JMFC
38
J.M. Forbes & Co
Massachusetts
$550K 7,168 +7,168 New
TNBTD
39
Trustmark National Bank Trust Department
Mississippi
$536K 7,000 – –
CG
40
Colony Group
Massachusetts
$534K 6,970 +2,115 +44%
CAN
41
Cetera Advisor Networks
California
$523K 6,813 +647 +10%
DIA
42
Dana Investment Advisors
Wisconsin
$497K 6,488 +6,488 New
HH
43
Hilltop Holdings
Texas
$488K 6,368 -860 -12%
MAA
44
Managed Account Advisors
New Jersey
$482K 6,288 +6,288 New
SIM
45
Sigma Investment Management
Oregon
$465K 6,067 – –
CAG
46
Crestwood Advisors Group
Massachusetts
$451K 5,890 – –
Chevy Chase Trust
47
Chevy Chase Trust
Maryland
$383K 5,000 – –
FAAS
48
First Allied Advisory Services
California
$374K 4,872 – –
MA
49
MUFG Americas
New York
$364K 4,750 +810 +21%
Stifel Financial
50
Stifel Financial
Missouri
$336K 4,381 -87 -2%
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