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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

122 hedge funds and large institutions have $247M invested in iShares MSCI KLD 400 Social ETF in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 5 closing their positions.

Holders
122
Holders Change
+4
Holders Change %
+3.39%
% of All Funds
3.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
38
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$49.5M
2
SG Americas Securities
2
SG Americas Securities
New York
$3.21M
3
Jane Street
3
Jane Street
New York
$2.65M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$22.4M
5
CJA
5
C-J Advisory
California
$1.94M

Top Sellers

1
SB
1
Suntrust Banks
Georgia
$9.89M
2
BG
2
Bahl & Gaynor
Ohio
$1.6M
3
Wells Fargo
3
Wells Fargo
California
$6.82M
4
BAAM
4
Baker Avenue Asset Management
California
$0
5
PA
5
Paracle Advisors
Washington
$2.52M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.93M 23,982 -175 -0.7%
Mariner
27
Mariner
Kansas
$1.75M 21,761 +8,841 +68%
BG
28
Bahl & Gaynor
Ohio
$1.6M 19,808 -15,558 -44%
MCM
29
Manchester Capital Management
Vermont
$1.47M 18,210 – –
RC
30
RegentAtlantic Capital
New Jersey
$1.46M 18,180 -50 -0.3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.32M 16,333 +1,979 +14%
WAM
32
Wealthspire Advisors (Maryland)
Maryland
$1.3M 16,123 – –
FIG
33
FundX Investment Group
California
$1.3M 16,097 – –
AG
34
Advisor Group
Arizona
$1.27M 15,799 -1,498 -9%
CCM
35
Cribstone Capital Management
Maine
$1.18M 14,894 +162 +1%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.11M 13,804 +201 +1%
BSWM
37
Boston Standard Wealth Management
Massachusetts
$1.11M 13,775 +445 +3%
FWM
38
Frontier Wealth Management
Missouri
$1.09M 13,492 +248 +2%
Creative Planning
39
Creative Planning
Kansas
$1.06M 13,126 +3,450 +36%
BDF
40
Balasa Dinverno & Foltz
$1.05M 13,054 +155 +1%
Truist Financial
41
Truist Financial
North Carolina
$1.04M 12,907 -1,170 -8%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.04M 12,869 -143 -1%
William Blair & Company
43
William Blair & Company
Illinois
$953K 11,835 – –
PBO
44
Peoples Bank (Ohio)
Ohio
$911K 11,320 -45 -0.4%
P
45
Pitcairn
Pennsylvania
$830K 10,305 -355 -3%
Fiera Capital (Canada)
46
Fiera Capital (Canada)
Quebec, Canada
$736K 9,146 – –
BSB
47
Bangor Savings Bank
Maine
$721K 8,963 – –
UCFA
48
United Capital Financial Advisors
Texas
$721K 8,950 +74 +0.8%
JMFC
49
J.M. Forbes & Co
Massachusetts
$705K 8,752 -10 -0.1%
DWM
50
Destination Wealth Management
California
$657K 8,156 -355 -4%
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