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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

76 hedge funds and large institutions have $106M invested in iShares MSCI KLD 400 Social ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
24
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$9.82M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.16M
3
U
3
UBS
Switzerland
$7.87M
4
Wells Fargo
4
Wells Fargo
California
$3.08M
5
Barclays
5
Barclays
United Kingdom
$348K

Top Sellers

1
TAM
1
Trillium Asset Management
Massachusetts
$692K
2
BP
2
Ballentine Partners
Massachusetts
$0
3
BIM
3
BlackRock Investment Management
Delaware
$0
4
BCIM
4
British Columbia Investment Management
British Columbia, Canada
$0
5
SB
5
Suntrust Banks
Georgia
$8.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MFW
51
Meristem Family Wealth
Minnesota
$265K 3,772 – –
WF
52
WealthTrust Fairport
Ohio
$251K 3,571 – –
BAM
53
Barrett Asset Management
New York
$246K 3,505 +200 +6%
MA
54
MUFG Americas
New York
$246K 3,500 +330 +10%
CCM
55
Catawba Capital Management
Virginia
$224K 3,185 – –
CWM
56
Concert Wealth Management
California
$215K 3,074 – –
MFP
57
Mosaic Financial Partners
California
$209K 2,974 +2,974 New
MCM
58
Manchester Capital Management
Vermont
$176K 2,500 – –
PWAG
59
Polaris Wealth Advisory Group
California
$154K 2,190 -210 -9%
NES
60
New England Securities
New York
$105K 1,500 – –
JFA
61
JNBA Financial Advisors
Minnesota
$93K 1,326 – –
WCM
62
Wealthcare Capital Management
Virginia
$89K 1,264 +1,264 New
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$85K 1,209 – –
Citigroup
64
Citigroup
New York
$81K 1,153 -79 -6%
FCCM
65
First City Capital Management
Georgia
$77.3K 1,100 +1,100 New
LWA
66
Lenox Wealth Advisors
New York
$75K 1,062 +3 +0.3%
BCM
67
Blume Capital Management
California
$56K 800 – –
Creative Planning
68
Creative Planning
Kansas
$56K 798 – –
MFS
69
MSI Financial Services
Massachusetts
$50K 716 +100 +16%
PSI
70
Pinnacle Summer Investments
Virginia
$49K 700 – –
LNB
71
Ledyard National Bank
$42K 600 – –
FWM
72
Focused Wealth Management
New York
$35K 501 – –
TCOV
73
Trust Company of Vermont
Vermont
$30K 430 – –
LTFS
74
Ladenburg Thalmann Financial Services
Florida
$11K 150 – –
FAM
75
Formidable Asset Management
Ohio
$7K 100 – –
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3
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