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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

235 hedge funds and large institutions have $551M invested in iShares MSCI KLD 400 Social ETF in 2018 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 90 increasing their positions, 48 reducing their positions, and 29 closing their positions.

Holders
235
Holders Change
+11
Holders Change %
+4.91%
% of All Funds
5.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
90
Reduced
48
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$101M
2
TAM
2
Trillium Asset Management
Massachusetts
$14.5M
3
BlackRock
3
BlackRock
New York
$12.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$51.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.21M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$584K
2
FA
2
Forefront Analytics
Pennsylvania
$0
3
UBS Group
3
UBS Group
Switzerland
$17.2M
4
RA
4
Rational Advisors
New York
$0
5
TCM
5
Tuttle Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
26
ETrade Capital Management
Virginia
$3.61M 38,826 +13,838 +55%
Creative Planning
27
Creative Planning
Kansas
$3.41M 36,666 +23,170 +172%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$3.25M 34,960 -4,324 -11%
RJA
29
Raymond James & Associates
Florida
$2.96M 31,849 +16,910 +113%
Deutsche Bank
30
Deutsche Bank
Germany
$2.96M 31,832 -300 -0.9%
CJA
31
C-J Advisory
California
$2.81M 30,157 +1,315 +5%
CCM
32
Cribstone Capital Management
Maine
$2.8M 30,050 +1,592 +6%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.73M 29,345 -864 -3%
LGWM
34
Litman Gregory Wealth Management
California
$2.63M 28,244 +1,263 +5%
PAG
35
Private Advisor Group
New Jersey
$2.24M 24,132 -3,660 -13%
DWM
36
Destination Wealth Management
California
$2.2M 23,636 +3,749 +19%
Stifel Financial
37
Stifel Financial
Missouri
$2.12M 22,798 +19,890 +684%
Chevy Chase Trust
38
Chevy Chase Trust
Maryland
$2.05M 22,000 – –
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$1.93M 20,708 -1,183 -5%
GC
40
Gibson Capital
Pennsylvania
$1.92M 20,640 -3,089 -13%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.81M 19,433 +477 +3%
BWP
42
BSW Wealth Partners
Colorado
$1.8M 19,375 +19,375 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.69M 18,197 +444 +3%
B
44
Bailard
California
$1.69M 18,174 +12,199 +204%
JFGIW
45
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.68M 18,055 -3,367 -16%
BSWM
46
Boston Standard Wealth Management
Massachusetts
$1.65M 17,735 -1,799 -9%
MHI
47
Miller Howard Investments
New York
$1.65M 17,728 +17,728 New
MCM
48
Manchester Capital Management
Vermont
$1.57M 15,540 – –
SFP
49
Shepherd Financial Partners
Massachusetts
$1.51M 16,228 -2,836 -15%
RC
50
RegentAtlantic Capital
New Jersey
$1.48M 15,912 +5 +0%
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