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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

90 hedge funds and large institutions have $156M invested in iShares MSCI KLD 400 Social ETF in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
90
Holders Change
+1
Holders Change %
+1.12%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
33
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$18.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$20.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.13M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.54M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$5.11M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Ameriprise
2
Ameriprise
Minnesota
$745K
3
AC
3
Alexandria Capital
Virginia
$244K
4
Jane Street
4
Jane Street
New York
$1.99M
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$336K 4,416 +35 +0.8%
FLPIM
52
F.L. Putnam Investment Management
Massachusetts
$330K 4,335 +290 +7%
ZCI
53
Zevenbergen Capital Investments
Washington
$307K 4,040 – –
HPC
54
HM Payson & Co
Maine
$304K 4,000 – –
V
55
Veritable
Delaware
$284K 3,734 – –
MFW
56
Meristem Family Wealth
Minnesota
$282K 3,704 – –
CAN
57
Cetera Advisor Networks
California
$274K 3,542 – –
WF
58
WealthTrust Fairport
Ohio
$272K 3,581 +535 +18%
AC
59
Alexandria Capital
Virginia
$244K 3,205 -8,351 -72%
CCM
60
Catawba Capital Management
Virginia
$242K 3,185 – –
CWM
61
Concert Wealth Management
California
$222K 2,911 +2,911 New
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$219K 2,887 -112 -4%
PAG
63
Private Advisor Group
New Jersey
$218K 2,863 +2,863 New
HSBC Holdings
64
HSBC Holdings
United Kingdom
$213K 2,800 – –
MFS
65
MSI Financial Services
Massachusetts
$171K 2,254 -162 -7%
HA
66
Harfst & Associates
Wyoming
$129K 1,700 +1,700 New
HR
67
Howe & Rusling
New York
$128K 1,680 +175 +12%
PSC
68
Prentiss Smith & Co
Vermont
$111K 1,460 -480 -25%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$111K 1,460 – –
WCM
70
Wealthcare Capital Management
Virginia
$103K 1,350 +86 +7%
JFA
71
JNBA Financial Advisors
Minnesota
$101K 1,326 – –
BCI
72
Brinker Capital Investments
Pennsylvania
$101K 1,326 +1,326 New
BCM
73
Blume Capital Management
California
$99K 1,300 – –
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$92K 1,209 – –
Citigroup
75
Citigroup
New York
$88K 1,157 – –
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