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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

74 hedge funds and large institutions have $102M invested in iShares MSCI KLD 400 Social ETF in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
24
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BG
1
Bahl & Gaynor
Ohio
$8.43M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$8.51M
3
U
3
UBS
Switzerland
$6.39M
4
BIM
4
BlackRock Investment Management
Delaware
$1.43M
5
Bank of America
5
Bank of America
North Carolina
$12M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$100K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
KFS
3
KMS Financial Services
Washington
$0
4
VKH
4
Virtu KCG Holdings
New York
$0
5
SB
5
Suntrust Banks
Georgia
$8.61M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
51
Catawba Capital Management
Virginia
$220K 3,185 +3,185 New
MA
52
MUFG Americas
New York
$219K 3,170 +250 +9%
FAAS
53
First Allied Advisory Services
California
$215K 3,105 +3,105 New
CWM
54
Concert Wealth Management
California
$213K 3,074 +3,074 New
MCM
55
Manchester Capital Management
Vermont
$173K 2,500 – –
PWAG
56
Polaris Wealth Advisory Group
California
$166K 2,400 -445 -16%
TF
57
Tompkins Financial
New York
$121K 1,748 +1,748 New
NES
58
New England Securities
New York
$104K 1,500 – –
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$100K 1,436 -59,265 -98%
JFA
60
JNBA Financial Advisors
Minnesota
$92K 1,326 – –
HR
61
Howe & Rusling
New York
$90K 1,305 +60 +5%
Citigroup
62
Citigroup
New York
$85K 1,232 – –
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$84K 1,209 – –
LWA
64
Lenox Wealth Advisors
New York
$73K 1,059 +8 +0.8%
Creative Planning
65
Creative Planning
Kansas
$55K 798 +150 +23%
BCM
66
Blume Capital Management
California
$55K 800 +800 New
PSI
67
Pinnacle Summer Investments
Virginia
$48K 700 – –
MFS
68
MSI Financial Services
Massachusetts
$43K 616 – –
LNB
69
Ledyard National Bank
$41K 600 – –
FWM
70
Focused Wealth Management
New York
$35K 501 +1 +0.2%
TCOV
71
Trust Company of Vermont
Vermont
$30K 430 – –
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$10K 150 – –
PAS
73
Partnervest Advisory Services
California
$9K 127 +127 New
FAM
74
Formidable Asset Management
Ohio
$7K 100 – –
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
– – -38,591 Closed
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