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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

117 hedge funds and large institutions have $229M invested in iShares MSCI KLD 400 Social ETF in 2015 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
117
Holders Change
+24
Holders Change %
+25.81%
% of All Funds
3.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
38
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIM
1
BlackRock Investment Management
Delaware
$13.2M
2
Bank of America
2
Bank of America
North Carolina
$32.2M
3
UBS Group
3
UBS Group
Switzerland
$17.7M
4
Stifel Financial
4
Stifel Financial
Missouri
$6.4M
5
Jane Street
5
Jane Street
New York
$3.4M

Top Sellers

1
BG
1
Bahl & Gaynor
Ohio
$1.8M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$3.03M
3
PA
3
Paracle Advisors
Washington
$2.89M
4
GC
4
Gibson Capital
Pennsylvania
$2.59M
5
WTC
5
WhitTier Trust Company
Nevada
$147K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$508K 6,723 +6,723 New
PWM
52
Patriot Wealth Management
Texas
$499K 6,585 +6,585 New
CC
53
Callan Capital
California
$497K 6,569 – –
HH
54
Hilltop Holdings
Texas
$480K 6,336 +34 +0.5%
NPC
55
National Planning Corporation
California
$475K 6,830 +6,830 New
MA
56
MUFG Americas
New York
$474K 6,261 – –
UCFA
57
United Capital Financial Advisors
Texas
$467K 6,170 +6,170 New
FAAS
58
First Allied Advisory Services
California
$452K 5,979 -23 -0.4%
PAG
59
Private Advisor Group
New Jersey
$432K 5,707 +2,414 +73%
SIM
60
Sigma Investment Management
Oregon
$416K 5,497 – –
CAN
61
Cetera Advisor Networks
California
$385K 5,091 +1,119 +28%
Chevy Chase Trust
62
Chevy Chase Trust
Maryland
$379K 5,000 – –
GLA
63
Great Lakes Advisors
Illinois
$367K 4,848 +4,848 New
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$345K 4,556 +1,207 +36%
HT
65
Hefren-Tillotson
Pennsylvania
$340K 4,496 +4,496 New
BAM
66
Barrett Asset Management
New York
$337K 4,448 – –
WF
67
WealthTrust Fairport
Ohio
$331K 4,366 – –
CWM
68
Cranbrook Wealth Management
Michigan
$319K 4,208 -387 -8%
HPC
69
HM Payson & Co
Maine
$317K 4,180 +180 +5%
FLPIM
70
F.L. Putnam Investment Management
Massachusetts
$309K 4,085 -250 -6%
TF
71
Tompkins Financial
New York
$293K 3,870 +3,870 New
MFS
72
MSI Financial Services
Massachusetts
$287K 3,790 +1,536 +68%
MFW
73
Meristem Family Wealth
Minnesota
$265K 3,500 +3,500 New
Comerica Bank
74
Comerica Bank
Texas
$261K 3,662 +3,662 New
CAG
75
Crestwood Advisors Group
Massachusetts
$260K 3,435 -1,855 -35%
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3
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