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iShares MSCI KLD 400 Social ETF

118 hedge funds and large institutions have $215M invested in iShares MSCI KLD 400 Social ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
118
Holders Change
Holders Change %
0%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
38
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AG
26
Advisor Group
Arizona
$1.34M 17,297 +17,297 New
Ameriprise
27
Ameriprise
Minnesota
$1.28M 16,573 +5,027 +44%
WAM
28
Wealthspire Advisors (Maryland)
Maryland
$1.25M 16,123 +8 +0%
FIG
29
FundX Investment Group
California
$1.25M 16,097 +16,097 New
CCM
30
Cribstone Capital Management
Maine
$1.14M 14,732 -174 -1%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.11M 14,354 +226 +2%
Truist Financial
32
Truist Financial
North Carolina
$1.09M 14,077 +5,898 +72%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.05M 13,603 +2,049 +18%
BSWM
34
Boston Standard Wealth Management
Massachusetts
$1.03M 13,330 +324 +2%
FWM
35
Frontier Wealth Management
Missouri
$1.02M 13,244
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.01M 13,012 +4,843 +59%
Mariner
37
Mariner
Kansas
$999K 12,920 +4,684 +57%
BDF
38
Balasa Dinverno & Foltz
$998K 12,899 +1,045 +9%
William Blair & Company
39
William Blair & Company
Illinois
$915K 11,835 +11,835 New
PBO
40
Peoples Bank (Ohio)
Ohio
$879K 11,365 -100 -0.9%
P
41
Pitcairn
Pennsylvania
$825K 10,660 -400 -4%
Creative Planning
42
Creative Planning
Kansas
$748K 9,676 -2,962 -23%
Fiera Capital (Canada)
43
Fiera Capital (Canada)
Quebec, Canada
$707K 9,146
BSB
44
Bangor Savings Bank
Maine
$693K 8,963
UCFA
45
United Capital Financial Advisors
Texas
$683K 8,876 +2,134 +32%
JMFC
46
J.M. Forbes & Co
Massachusetts
$677K 8,762 +292 +3%
BAAM
47
Baker Avenue Asset Management
California
$667K 8,620 -19,330 -69%
B
48
Bailard
California
$661K 8,550 +350 +4%
DWM
49
Destination Wealth Management
California
$658K 8,511 +5,795 +213%
PWM
50
Patriot Wealth Management
Texas
$653K 8,437