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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

70 hedge funds and large institutions have $85.7M invested in iShares MSCI KLD 400 Social ETF in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
24
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.82M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.43M
3
VKH
3
Virtu KCG Holdings
New York
$940K
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$1.63M
5
LPL Financial
5
LPL Financial
California
$1.13M

Top Sellers

1
TH
1
Timber Hill
Connecticut
$0
2
BCIM
2
British Columbia Investment Management
British Columbia, Canada
$1.57M
3
SB
3
Suntrust Banks
Georgia
$8.66M
4
DBT
4
Dubuque Bank & Trust
Iowa
$0
5
Northern Trust
5
Northern Trust
Illinois
$6.26M
Name Market Value Shares Shares
Change 		Shares
Change %
WF
51
WealthTrust Fairport
Ohio
$212K 3,366 – –
BAM
52
Barrett Asset Management
New York
$208K 3,305 – –
MA
53
MUFG Americas
New York
$184K 2,920 +1,255 +75%
PWAG
54
Polaris Wealth Advisory Group
California
$179K 2,845 +65 +2%
BRWA
55
B. Riley Wealth Advisors
Florida
$179K 2,849 +9 +0.3%
MCM
56
Manchester Capital Management
Vermont
$157K 2,500 – –
NES
57
New England Securities
New York
$94K 1,500 – –
JFA
58
JNBA Financial Advisors
Minnesota
$84K 1,326 – –
HR
59
Howe & Rusling
New York
$79K 1,245 +65 +6%
Citigroup
60
Citigroup
New York
$78K 1,232 -265 -18%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$76K 1,209 – –
LWA
62
Lenox Wealth Advisors
New York
$66K 1,051 +4 +0.4%
PSI
63
Pinnacle Summer Investments
Virginia
$44K 700 – –
Creative Planning
64
Creative Planning
Kansas
$41K 648 +648 New
MFS
65
MSI Financial Services
Massachusetts
$39K 616 – –
LNB
66
Ledyard National Bank
$38K 600 – –
FWM
67
Focused Wealth Management
New York
$32K 500 +500 New
TCOV
68
Trust Company of Vermont
Vermont
$27K 430 – –
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$9K 150 -76 -34%
FAM
70
Formidable Asset Management
Ohio
$6K 100 +100 New
TH
71
Timber Hill
Connecticut
– – -26,050 Closed
DBT
72
Dubuque Bank & Trust
Iowa
– – -9,255 Closed
FHC
73
First Heartland Consultants
Missouri
– – -75 Closed
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