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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

93 hedge funds and large institutions have $162M invested in iShares MSCI KLD 400 Social ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
30
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BC
1
Brinker Capital
Pennsylvania
$11.6M
2
Bank of America
2
Bank of America
North Carolina
$21.2M
3
SB
3
Suntrust Banks
Georgia
$10.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$18.4M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.37M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$128K
3
BG
3
Bahl & Gaynor
Ohio
$6.87M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.25M
Name Market Value Shares Shares
Change 		Shares
Change %
JFGIW
26
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$913K 12,863 +504 +4%
HighTower Advisors
27
HighTower Advisors
Illinois
$838K 11,812 +649 +6%
AIG
28
American International Group
New York
$827K 11,656 +563 +5%
Creative Planning
29
Creative Planning
Kansas
$799K 11,257 +11,257 New
P
30
Pitcairn
Pennsylvania
$787K 11,095 -63 -0.6%
Ameriprise
31
Ameriprise
Minnesota
$716K 10,091 +293 +3%
BDF
32
Balasa Dinverno & Foltz
$702K 9,894 – –
WTC
33
WhitTier Trust Company
Nevada
$668K 9,417 +77 +0.8%
JMFC
34
J.M. Forbes & Co
Massachusetts
$642K 9,055 +49 +0.5%
BSB
35
Bangor Savings Bank
Maine
$636K 8,963 +96 +1%
Truist Financial
36
Truist Financial
North Carolina
$628K 8,853 -1,920 -18%
Mariner
37
Mariner
Kansas
$597K 8,412 +430 +5%
PMG
38
ProVise Management Group
Florida
$539K 7,599 – –
TNBTD
39
Trustmark National Bank Trust Department
Mississippi
$532K 7,500 – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$488K 6,871 +247 +4%
CC
41
Callan Capital
California
$466K 6,569 – –
HH
42
Hilltop Holdings
Texas
$447K 6,302 – –
MA
43
MUFG Americas
New York
$444K 6,261 +401 +7%
FAAS
44
First Allied Advisory Services
California
$425K 6,002 +200 +3%
SIM
45
Sigma Investment Management
Oregon
$390K 5,497 – –
CAG
46
Crestwood Advisors Group
Massachusetts
$375K 5,290 – –
BIM
47
BlackRock Investment Management
Delaware
$367K 5,168 +5,168 New
Chevy Chase Trust
48
Chevy Chase Trust
Maryland
$355K 5,000 – –
CWM
49
Cranbrook Wealth Management
Michigan
$326K 4,595 – –
BAM
50
Barrett Asset Management
New York
$316K 4,448 – –
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2
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