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iShares MSCI KLD 400 Social ETF

89 hedge funds and large institutions have $144M invested in iShares MSCI KLD 400 Social ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
89
Holders Change
-4
Holders Change %
-4.3%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
35
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FLPIM
51
F.L. Putnam Investment Management
Massachusetts
$312K 4,045 +4,045 New
HPC
52
HM Payson & Co
Maine
$309K 4,000
HC
53
Highmount Capital
New York
$309K 4,000
V
54
Veritable
Delaware
$288K 3,734
MFW
55
Meristem Family Wealth
Minnesota
$286K 3,704
CAN
56
Cetera Advisor Networks
California
$274K 3,542 -3,271 -48%
CCM
57
Catawba Capital Management
Virginia
$246K 3,185
WF
58
WealthTrust Fairport
Ohio
$235K 3,046
B
59
Bailard
California
$232K 3,000
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$232K 2,999 +498 +20%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$217K 2,800
Comerica Bank
62
Comerica Bank
Texas
$214K 2,775 -4,919 -64%
MFS
63
MSI Financial Services
Massachusetts
$187K 2,416 +1,700 +237%
MAA
64
Managed Account Advisors
New Jersey
$175K 2,272 -4,016 -64%
PSC
65
Prentiss Smith & Co
Vermont
$150K 1,940
HR
66
Howe & Rusling
New York
$116K 1,505
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$113K 1,460 +1,460 New
WTC
68
WhitTier Trust Company
Nevada
$104K 1,350 +1,350 New
JFA
69
JNBA Financial Advisors
Minnesota
$102K 1,326
BCM
70
Blume Capital Management
California
$100K 1,300 +100 +8%
WCM
71
Wealthcare Capital Management
Virginia
$98K 1,264
Barclays
72
Barclays
United Kingdom
$98K 1,275 +655 +106%
MPWT
73
MassMutual Private Wealth & Trust
Connecticut
$96.2K 1,245 +205 +20%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$93K 1,209
Citigroup
75
Citigroup
New York
$89K 1,157 +232 +25%