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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

93 hedge funds and large institutions have $162M invested in iShares MSCI KLD 400 Social ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
30
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BC
1
Brinker Capital
Pennsylvania
$11.6M
2
Bank of America
2
Bank of America
North Carolina
$21.2M
3
SB
3
Suntrust Banks
Georgia
$10.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$18.4M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.37M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$128K
3
BG
3
Bahl & Gaynor
Ohio
$6.87M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.25M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$311K 4,381 -35 -0.8%
WF
52
WealthTrust Fairport
Ohio
$310K 4,366 +785 +22%
FLPIM
53
F.L. Putnam Investment Management
Massachusetts
$308K 4,335 – –
HPC
54
HM Payson & Co
Maine
$284K 4,000 – –
CAN
55
Cetera Advisor Networks
California
$283K 3,972 +430 +12%
V
56
Veritable
Delaware
$265K 3,734 – –
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$237K 3,349 +462 +16%
PAG
58
Private Advisor Group
New Jersey
$234K 3,293 +430 +15%
BP
59
BBR Partners
New York
$229K 3,226 +3,226 New
CCM
60
Catawba Capital Management
Virginia
$226K 3,185 – –
CG
61
Colony Group
Massachusetts
$224K 3,152 -3,395 -52%
B
62
Bailard
California
$213K 3,000 -2,805 -48%
CWM
63
Concert Wealth Management
California
$206K 2,911 – –
AC
64
Alexandria Capital
Virginia
$202K 2,854 -351 -11%
MFS
65
MSI Financial Services
Massachusetts
$160K 2,254 – –
LWA
66
Lenox Wealth Advisors
New York
$148K 2,079 +2,079 New
SG Americas Securities
67
SG Americas Securities
New York
$128K 1,806 -17,069 -90%
Citigroup
68
Citigroup
New York
$124K 1,743 +586 +51%
HA
69
Harfst & Associates
Wyoming
$121K 1,700 – –
HR
70
Howe & Rusling
New York
$119K 1,680 – –
PSC
71
Prentiss Smith & Co
Vermont
$104K 1,460 – –
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$104K 1,460 – –
BCM
73
Blume Capital Management
California
$99K 1,400 +100 +8%
WCM
74
Wealthcare Capital Management
Virginia
$96K 1,350 – –
JFA
75
JNBA Financial Advisors
Minnesota
$94K 1,326 – –
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3
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