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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

143 hedge funds and large institutions have $270M invested in iShares MSCI KLD 400 Social ETF in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 7 closing their positions.

Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
45
Reduced
36
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.8M
2
CJA
2
C-J Advisory
California
$2.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$22.8M
5
Ameriprise
5
Ameriprise
Minnesota
$5.45M

Top Sellers

1
ZAM
1
Zevin Asset Management
Massachusetts
$2.89M
2
Goldman Sachs
2
Goldman Sachs
New York
$16.6M
3
TAM
3
Trillium Asset Management
Massachusetts
$2.28M
4
Jane Street
4
Jane Street
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$213K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.1M 24,201 -1,908 -7%
EA
27
Efficient Advisors
Ohio
$2.1M 24,176 -312 -1%
CJA
28
C-J Advisory
California
$2.1M 24,176 +23,688 +4,854%
JFGIW
29
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.89M 21,811 -2,028 -9%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.81M 20,855 -6,113 -23%
PA
31
Paracle Advisors
Washington
$1.75M 20,140 -10,295 -34%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.7M 19,565 +6,528 +50%
SG Americas Securities
33
SG Americas Securities
New York
$1.65M 19,069 -400 -2%
CCM
34
Cribstone Capital Management
Maine
$1.63M 18,890 +1,978 +12%
MCM
35
Manchester Capital Management
Vermont
$1.58M 18,210 – –
RC
36
RegentAtlantic Capital
New Jersey
$1.58M 18,171 +280 +2%
BSWM
37
Boston Standard Wealth Management
Massachusetts
$1.43M 16,483 -54 -0.3%
AG
38
Advisor Group
Arizona
$1.38M 15,874 +262 +2%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.33M 15,333 +48 +0.3%
SBL
40
Sargent Bickham Lagudis
Colorado
$1.17M 13,513 -2,258 -14%
BDF
41
Balasa Dinverno & Foltz
$1.15M 13,265 +120 +0.9%
Truist Financial
42
Truist Financial
North Carolina
$1.14M 13,164 +214 +2%
Creative Planning
43
Creative Planning
Kansas
$1.03M 11,855 +509 +4%
William Blair & Company
44
William Blair & Company
Illinois
$1.03M 11,835 – –
FIG
45
FundX Investment Group
California
$977K 11,263 – –
DWM
46
Destination Wealth Management
California
$976K 11,251 +1,613 +17%
PBO
47
Peoples Bank (Ohio)
Ohio
$971K 11,196 -59 -0.5%
SFP
48
Shepherd Financial Partners
Massachusetts
$961K 11,134 – –
BSB
49
Bangor Savings Bank
Maine
$943K 10,869 +1,906 +21%
PAG
50
Private Advisor Group
New Jersey
$942K 10,918 +5,193 +91%
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