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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

79 hedge funds and large institutions have $116M invested in iShares MSCI KLD 400 Social ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
31
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
Paracle Advisors
Washington
$3.62M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$3.48M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$10.5M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.95M
5
CG
5
Colony Group
Massachusetts
$356K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.58M
2
TH
2
Timber Hill
Connecticut
$0
3
GAM
3
Gemmer Asset Management
California
$0
4
JMFC
4
J.M. Forbes & Co
Massachusetts
$0
5
BG
5
Bahl & Gaynor
Ohio
$8.06M
Name Market Value Shares Shares
Change 		Shares
Change %
MFW
51
Meristem Family Wealth
Minnesota
$272K 3,704 -68 -2%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$241K 3,280 +358 +12%
CCM
53
Catawba Capital Management
Virginia
$234K 3,185 – –
B
54
Bailard
California
$217K 3,000 +3,000 New
MFP
55
Mosaic Financial Partners
California
$212K 2,894 – –
HSBC Holdings
56
HSBC Holdings
United Kingdom
$206K 2,800 – –
MCM
57
Manchester Capital Management
Vermont
$183K 2,500 – –
PAG
58
Private Advisor Group
New Jersey
$169K 2,302 +2,302 New
HR
59
Howe & Rusling
New York
$110K 1,505 – –
NES
60
New England Securities
New York
$110K 1,500 – –
JFA
61
JNBA Financial Advisors
Minnesota
$97K 1,326 – –
WCM
62
Wealthcare Capital Management
Virginia
$93K 1,264 – –
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$89K 1,209 – –
Citigroup
64
Citigroup
New York
$85K 1,153 – –
BCM
65
Blume Capital Management
California
$81K 1,100 +125 +13%
FCCM
66
First City Capital Management
Georgia
$80.7K 1,100 – –
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$79K 1,071 +535 +100%
LWA
68
Lenox Wealth Advisors
New York
$78K 1,065 +1,065 New
Creative Planning
69
Creative Planning
Kansas
$60K 824 +26 +3%
MFS
70
MSI Financial Services
Massachusetts
$53K 716 – –
PSI
71
Pinnacle Summer Investments
Virginia
$51K 700 – –
LNB
72
Ledyard National Bank
$44K 600 – –
NFG
73
Next Financial Group
Texas
$44K 600 +600 New
FWM
74
Focused Wealth Management
New York
$40K 542 +40 +8%
TCOV
75
Trust Company of Vermont
Vermont
$39K 532 +102 +24%
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