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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

77 hedge funds and large institutions have $113M invested in iShares MSCI KLD 400 Social ETF in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
29
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$3.03M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.71M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.77M
4
TH
4
Timber Hill
Connecticut
$1.2M
5
Bank of America
5
Bank of America
North Carolina
$13.3M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$0
2
Jane Street
2
Jane Street
New York
$0
3
BG
3
Bahl & Gaynor
Ohio
$8.33M
4
PWAG
4
Polaris Wealth Advisory Group
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$213K
Name Market Value Shares Shares
Change 		Shares
Change %
MFW
51
Meristem Family Wealth
Minnesota
$276K 3,772 – –
WF
52
WealthTrust Fairport
Ohio
$261K 3,571 – –
CCM
53
Catawba Capital Management
Virginia
$233K 3,185 – –
CWM
54
Concert Wealth Management
California
$218K 3,074 – –
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$213K 2,922 -1,974 -40%
MFP
56
Mosaic Financial Partners
California
$212K 2,894 -80 -3%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$205K 2,800 +2,800 New
MCM
58
Manchester Capital Management
Vermont
$183K 2,500 – –
NES
59
New England Securities
New York
$110K 1,500 – –
HR
60
Howe & Rusling
New York
$110K 1,505 +1,505 New
JFA
61
JNBA Financial Advisors
Minnesota
$97K 1,326 – –
WCM
62
Wealthcare Capital Management
Virginia
$92K 1,264 – –
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$88K 1,209 – –
Citigroup
64
Citigroup
New York
$84K 1,153 – –
FCCM
65
First City Capital Management
Georgia
$80.4K 1,100 – –
BCM
66
Blume Capital Management
California
$71K 975 +175 +22%
Creative Planning
67
Creative Planning
Kansas
$58K 798 – –
MFS
68
MSI Financial Services
Massachusetts
$52K 716 – –
PSI
69
Pinnacle Summer Investments
Virginia
$51K 700 – –
LNB
70
Ledyard National Bank
$44K 600 – –
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$39K 536 +386 +257%
FWM
72
Focused Wealth Management
New York
$37K 502 +1 +0.2%
TCOV
73
Trust Company of Vermont
Vermont
$31K 430 – –
BRWA
74
B. Riley Wealth Advisors
Florida
$14.6K 200 +200 New
MPWT
75
MassMutual Private Wealth & Trust
Connecticut
$8.41K 115 +115 New
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