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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

160 hedge funds and large institutions have $366M invested in iShares MSCI KLD 400 Social ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
61
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$91.1M
2
Betterment LLC
2
Betterment LLC
New York
$15.3M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$9.12M
4
TSS
4
Two Sigma Securities
New York
$3.2M
5
PWM
5
Patriot Wealth Management
Texas
$5.06M

Top Sellers

1
BG
1
Bahl & Gaynor
Ohio
$0
2
BC
2
Brinker Capital
Pennsylvania
$1.68M
3
EA
3
Efficient Advisors
Ohio
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$18.5M
5
SCA
5
Snowden Capital Advisors
New York
$1.44M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$2.08M 22,390 +22,390 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.07M 22,331 +1,303 +6%
Chevy Chase Trust
28
Chevy Chase Trust
Maryland
$2.04M 22,000 +17,000 +340%
CCM
29
Cribstone Capital Management
Maine
$2.04M 21,965 +2,026 +10%
BP
30
Ballentine Partners
Massachusetts
$2.01M 21,655 – –
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$1.93M 20,810 -1,696 -8%
JFGIW
32
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.91M 20,562 -828 -4%
PA
33
Paracle Advisors
Washington
$1.88M 20,230 +90 +0.4%
TAM
34
Trillium Asset Management
Massachusetts
$1.8M 19,415 +4,620 +31%
BSWM
35
Boston Standard Wealth Management
Massachusetts
$1.74M 18,777 +273 +1%
MCM
36
Manchester Capital Management
Vermont
$1.69M 18,210 – –
RC
37
RegentAtlantic Capital
New Jersey
$1.68M 18,107 +75 +0.4%
BC
38
Brinker Capital
Pennsylvania
$1.68M 18,048 -24,087 -57%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.5M 16,228 +653 +4%
SCA
40
Snowden Capital Advisors
New York
$1.44M 15,546 -12,083 -44%
Truist Financial
41
Truist Financial
North Carolina
$1.43M 15,365 -563 -4%
DWM
42
Destination Wealth Management
California
$1.39M 14,974 +2,158 +17%
Creative Planning
43
Creative Planning
Kansas
$1.3M 13,943 +1,790 +15%
SBL
44
Sargent Bickham Lagudis
Colorado
$1.27M 13,673 – –
BDF
45
Balasa Dinverno & Foltz
$1.23M 13,266 +1 +0%
William Blair & Company
46
William Blair & Company
Illinois
$1.15M 12,373 +538 +5%
BCI
47
Brinker Capital Investments
Pennsylvania
$1.12M 12,047 +977 +9%
PAG
48
Private Advisor Group
New Jersey
$1.1M 11,710 +247 +2%
BSB
49
Bangor Savings Bank
Maine
$1.01M 10,924 +55 +0.5%
WCM
50
Wealthcare Capital Management
Virginia
$1.01M 10,836 +7,325 +209%
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