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iShares MSCI KLD 400 Social ETF
DSI

68 hedge funds and large institutions have $79M invested in iShares MSCI KLD 400 Social ETF in 2013 Q2 according to their latest regulatory filings, with 68 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

72.74% more ownership

Funds ownership: 0% → 72.74% (+73%)

Holders
68
Holders Change
+68
Holders Change %
–
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
68
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WF
51
WealthTrust Fairport
Ohio
$203K +$202K +6,732 New
BAM
52
Barrett Asset Management
New York
$199K +$199K +6,610 New
BRWA
53
B. Riley Wealth Advisors
Florida
$171K +$171K +5,680 New
PWAG
54
Polaris Wealth Advisory Group
California
$168K +$167K +5,560 New
MCM
55
Manchester Capital Management
Vermont
$151K +$150K +5,000 New
MA
56
MUFG Americas
New York
$100K +$100K +3,330 New
NES
57
New England Securities
New York
$91K +$90.2K +3,000 New
Citigroup
58
Citigroup
New York
$90K +$90K +2,994 New
JFA
59
JNBA Financial Advisors
Minnesota
$80K +$79.7K +2,652 New
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$73K +$72.7K +2,418 New
HR
61
Howe & Rusling
New York
$71K +$70.9K +2,360 New
LWA
62
Lenox Wealth Advisors
New York
$63K +$62.9K +2,094 New
PSI
63
Pinnacle Summer Investments
Virginia
$42K +$42.1K +1,400 New
MFS
64
MSI Financial Services
Massachusetts
$37K +$37K +1,232 New
LNB
65
Ledyard National Bank
$36K +$36.1K +1,200 New
TCOV
66
Trust Company of Vermont
Vermont
$26K +$25.8K +860 New
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$14K +$13.6K +452 New
FHC
68
First Heartland Consultants
Missouri
$5K +$4.51K +150 New
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