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iShares MSCI KLD 400 Social ETF

89 hedge funds and large institutions have $144M invested in iShares MSCI KLD 400 Social ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
89
Holders Change
-4
Holders Change %
-4.3%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
35
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
P
26
Pitcairn
Pennsylvania
$898K 11,632
AC
27
Alexandria Capital
Virginia
$893K 11,556 +263 +2%
AIG
28
American International Group
New York
$857K 11,095 +52 +0.5%
HighTower Advisors
29
HighTower Advisors
Illinois
$817K 10,571 +2,388 +29%
Truist Financial
30
Truist Financial
North Carolina
$803K 10,404 +842 +9%
BDF
31
Balasa Dinverno & Foltz
$765K 9,902
BSB
32
Bangor Savings Bank
Maine
$679K 8,795 +50 +0.6%
Mariner
33
Mariner
Kansas
$615K 7,956 -5,752 -42%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$612K 7,908 +3,681 +87%
PMG
35
ProVise Management Group
Florida
$601K 7,781 +17 +0.2%
TNBTD
36
Trustmark National Bank Trust Department
Mississippi
$579K 7,500 +500 +7%
JMFC
37
J.M. Forbes & Co
Massachusetts
$548K 7,098 -70 -1%
CG
38
Colony Group
Massachusetts
$508K 6,580 -390 -6%
CC
39
Callan Capital
California
$507K 6,569 -1,147 -15%
HH
40
Hilltop Holdings
Texas
$486K 6,302 -66 -1%
SG Americas Securities
41
SG Americas Securities
New York
$479K 6,200 +6,200 New
CAG
42
Crestwood Advisors Group
Massachusetts
$458K 5,930 +40 +0.7%
Creative Planning
43
Creative Planning
Kansas
$457K 5,921 +4,551 +332%
MA
44
MUFG Americas
New York
$453K 5,860 +1,110 +23%
SIM
45
Sigma Investment Management
Oregon
$425K 5,497 -570 -9%
Chevy Chase Trust
46
Chevy Chase Trust
Maryland
$386K 5,000
FAAS
47
First Allied Advisory Services
California
$376K 4,872
BAM
48
Barrett Asset Management
New York
$344K 4,448 +359 +9%
Stifel Financial
49
Stifel Financial
Missouri
$338K 4,381
ZCI
50
Zevenbergen Capital Investments
Washington
$312K 4,040