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iShares MSCI KLD 400 Social ETF

118 hedge funds and large institutions have $208M invested in iShares MSCI KLD 400 Social ETF in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 15 closing their positions.

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
16
Increased
37
Reduced
38
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TNBTD
51
Trustmark National Bank Trust Department
Mississippi
$612K 8,000 +500 +7%
SG Americas Securities
52
SG Americas Securities
New York
$603K 7,883 +6,077 +336%
PMG
53
ProVise Management Group
Florida
$587K 7,671 +25 +0.3%
UCFA
54
United Capital Financial Advisors
Texas
$516K 6,742 +572 +9%
PAG
55
Private Advisor Group
New Jersey
$514K 6,712 +1,005 +18%
HH
56
Hilltop Holdings
Texas
$483K 6,320 -16 -0.3%
CC
57
Callan Capital
California
$481K 6,279 -290 -4%
CAN
58
Cetera Advisor Networks
California
$478K 6,215 +1,124 +22%
MA
59
MUFG Americas
New York
$472K 6,161 -100 -2%
FAAS
60
First Allied Advisory Services
California
$458K 5,979
SDWMA
61
Schneider Downs Wealth Management Advisors
Pennsylvania
$415K 5,419 +5,419 New
RJFSA
62
Raymond James Financial Services Advisors
Florida
$414K 5,405 +5,405 New
Chevy Chase Trust
63
Chevy Chase Trust
Maryland
$383K 5,000
Stifel Financial
64
Stifel Financial
Missouri
$366K 4,791 -79,790 -94%
MFS
65
MSI Financial Services
Massachusetts
$363K 4,744 +954 +25%
BAM
66
Barrett Asset Management
New York
$340K 4,448
NPC
67
National Planning Corporation
California
$333K 4,380 -2,450 -36%
FLPIM
68
F.L. Putnam Investment Management
Massachusetts
$313K 4,085
CWM
69
Cranbrook Wealth Management
Michigan
$307K 4,009 -199 -5%
HPC
70
HM Payson & Co
Maine
$306K 4,000 -180 -4%
WF
71
WealthTrust Fairport
Ohio
$304K 3,966 -400 -9%
CA
72
Cetera Advisors
Colorado
$300K 3,923 -2,800 -42%
MFP
73
Mosaic Financial Partners
California
$290K 3,793 +3,793 New
CCA
74
Cobblestone Capital Advisors
New York
$285K 3,720 +3,720 New
Comerica Bank
75
Comerica Bank
Texas
$282K 3,627 -35 -1%