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iShares MSCI KLD 400 Social ETF

118 hedge funds and large institutions have $208M invested in iShares MSCI KLD 400 Social ETF in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 15 closing their positions.

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
16
Increased
37
Reduced
38
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RC
26
RegentAtlantic Capital
New Jersey
$1.4M 18,230 -510 -3%
MCM
27
Manchester Capital Management
Vermont
$1.39M 18,210
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$1.32M 17,229 +12,673 +278%
WAM
29
Wealthspire Advisors (Maryland)
Maryland
$1.23M 16,115 +1,219 +8%
CCM
30
Cribstone Capital Management
Maine
$1.14M 14,906 +1,600 +12%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.08M 14,128 -5,082 -26%
FWM
32
Frontier Wealth Management
Missouri
$1.01M 13,244
BSWM
33
Boston Standard Wealth Management
Massachusetts
$999K 13,006 -26,994 -67%
AIG
34
American International Group
New York
$975K 12,729 +1,011 +9%
Creative Planning
35
Creative Planning
Kansas
$967K 12,638 +1,105 +10%
BDF
36
Balasa Dinverno & Foltz
$907K 11,854 +1,072 +10%
Ameriprise
37
Ameriprise
Minnesota
$884K 11,546 -2,727 -19%
HighTower Advisors
38
HighTower Advisors
Illinois
$884K 11,554 -320 -3%
PBO
39
Peoples Bank (Ohio)
Ohio
$878K 11,465
P
40
Pitcairn
Pennsylvania
$847K 11,060
MLIC
41
Mandatum Life Insurance Company
Finland
$723K 9,433 -6,870 -42%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$700K 9,146 -6,839 -43%
BSB
43
Bangor Savings Bank
Maine
$686K 8,963
AssetMark Inc
44
AssetMark Inc
California
$657K 8,580 -196 -2%
JMFC
45
J.M. Forbes & Co
Massachusetts
$648K 8,470 -210 -2%
PWM
46
Patriot Wealth Management
Texas
$646K 8,437 +1,852 +28%
Mariner
47
Mariner
Kansas
$630K 8,236 -244 -3%
B
48
Bailard
California
$628K 8,200 +8,200 New
Truist Financial
49
Truist Financial
North Carolina
$626K 8,179 +760 +10%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$625K 8,169 +672 +9%