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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

192 hedge funds and large institutions have $398M invested in iShares MSCI KLD 400 Social ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 48 reducing their positions, and 12 closing their positions.

Holders
192
Holders Change
+12
Holders Change %
+6.67%
% of All Funds
4.41%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
71
Reduced
48
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$32.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$34.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$25.1M
4
FWM
4
Frontier Wealth Management
Missouri
$5.09M
5
Morgan Stanley
5
Morgan Stanley
New York
$22.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$54.2M
2
BlackRock
2
BlackRock
New York
$73K
3
MFP
3
Mosaic Financial Partners
California
$377K
4
TAM
4
Trillium Asset Management
Massachusetts
$1.97M
5
Stifel Financial
5
Stifel Financial
Missouri
$860K
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$2.24M 22,890 +1,830 +9%
CJA
27
C-J Advisory
California
$2.17M 22,794 -749 -3%
Chevy Chase Trust
28
Chevy Chase Trust
Maryland
$2.15M 22,000 – –
BP
29
Ballentine Partners
Massachusetts
$2.07M 21,159 -496 -2%
SEI Investments
30
SEI Investments
Pennsylvania
$2.01M 20,591 +18,545 +906%
TAM
31
Trillium Asset Management
Massachusetts
$1.97M 20,118 -37,591 -65%
JFGIW
32
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.96M 20,047 -263 -1%
BSWM
33
Boston Standard Wealth Management
Massachusetts
$1.84M 18,789 +612 +3%
RC
34
RegentAtlantic Capital
New Jersey
$1.73M 17,683 -375 -2%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$1.68M 17,226 -11,816 -41%
BC
36
Brinker Capital
Pennsylvania
$1.66M 16,959 -492 -3%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.59M 16,312 +70 +0.4%
EWM
38
Evercore Wealth Management
New York
$1.55M 15,883 – –
MCM
39
Manchester Capital Management
Vermont
$1.52M 15,540 -5,836 -27%
Creative Planning
40
Creative Planning
Kansas
$1.42M 14,484 +538 +4%
SBL
41
Sargent Bickham Lagudis
Colorado
$1.35M 13,796 +237 +2%
BDF
42
Balasa Dinverno & Foltz
$1.28M 13,113 +1 +0%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.28M 13,111 -11,796 -47%
SFP
44
Shepherd Financial Partners
Massachusetts
$1.25M 12,758 +1,234 +11%
William Blair & Company
45
William Blair & Company
Illinois
$1.23M 12,593 +20 +0.2%
BCI
46
Brinker Capital Investments
Pennsylvania
$1.23M 12,587 +412 +3%
WCM
47
Wealthcare Capital Management
Virginia
$1.12M 11,507 +86 +0.8%
CA
48
Cetera Advisors
Colorado
$1.11M 11,356 +4,666 +70%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$990K 10,131 +690 +7%
P
50
Pitcairn
Pennsylvania
$986K 10,091 – –
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