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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

180 hedge funds and large institutions have $437M invested in iShares MSCI KLD 400 Social ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
180
Holders Change
+20
Holders Change %
+12.5%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
29
Increased
67
Reduced
40
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$109M
2
MFP
2
Mosaic Financial Partners
California
$9.38M
3
BlackRock
3
BlackRock
New York
$8.55M
4
Betterment LLC
4
Betterment LLC
New York
$24.2M
5
TAM
5
Trillium Asset Management
Massachusetts
$5.67M

Top Sellers

1
FWM
1
Frontier Wealth Management
Missouri
$1.27M
2
TSS
2
Two Sigma Securities
New York
$0
3
Jane Street
3
Jane Street
New York
$1.49M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$459K
5
WCM
5
Weatherstone Capital Management
Colorado
$243K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.45M -$98.1K -1,998 -4%
CJA
27
C-J Advisory
California
$2.31M +$31.2K +636 +1%
CCM
28
Cribstone Capital Management
Maine
$2.25M +$95.6K +1,946 +4%
Chevy Chase Trust
29
Chevy Chase Trust
Maryland
$2.16M – – –
BP
30
Ballentine Partners
Massachusetts
$2.13M – – –
MCM
31
Manchester Capital Management
Vermont
$2.1M +$311K +6,332 +17%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$2.07M +$24.6K +500 +1%
JFGIW
33
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2M -$24.8K -504 -1%
BSWM
34
Boston Standard Wealth Management
Massachusetts
$1.79M -$59K -1,200 -3%
RC
35
RegentAtlantic Capital
New Jersey
$1.77M -$4.81K -98 -0.3%
BC
36
Brinker Capital
Pennsylvania
$1.71M -$58.6K -1,194 -3%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.59M +$1.37K +28 +0.1%
DWM
38
Destination Wealth Management
California
$1.56M +$92.2K +1,878 +6%
EWM
39
Evercore Wealth Management
New York
$1.56M +$1.44M +29,400 +1,243%
Truist Financial
40
Truist Financial
North Carolina
$1.52M +$10.1K +206 +0.7%
Jane Street
41
Jane Street
New York
$1.49M -$2.5M -50,846 -63%
Creative Planning
42
Creative Planning
Kansas
$1.37M +$295 +6 +0%
SBL
43
Sargent Bickham Lagudis
Colorado
$1.33M -$11.2K -228 -0.8%
BDF
44
Balasa Dinverno & Foltz
$1.29M -$15.1K -308 -1%
FWM
45
Frontier Wealth Management
Missouri
$1.27M -$3.99M -81,116 -76%
William Blair & Company
46
William Blair & Company
Illinois
$1.24M +$19.6K +400 +2%
BCI
47
Brinker Capital Investments
Pennsylvania
$1.2M +$12.6K +256 +1%
SFP
48
Shepherd Financial Partners
Massachusetts
$1.13M +$130K +2,644 +13%
WCM
49
Wealthcare Capital Management
Virginia
$1.12M +$57.5K +1,170 +5%
AG
50
Advisor Group
Arizona
$1.01M +$35.5K +722 +4%
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