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iShares MSCI KLD 400 Social ETF

118 hedge funds and large institutions have $215M invested in iShares MSCI KLD 400 Social ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
118
Holders Change
Holders Change %
0%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
38
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PMG
51
ProVise Management Group
Florida
$595K 7,691 +20 +0.3%
MLIC
52
Mandatum Life Insurance Company
Finland
$556K 7,183 -2,250 -24%
TNBTD
53
Trustmark National Bank Trust Department
Mississippi
$541K 7,000 -1,000 -13%
PAG
54
Private Advisor Group
New Jersey
$503K 6,497 -215 -3%
CBU
55
CIBC Bank USA
Illinois
$497K 6,420 +6,420 New
MA
56
MUFG Americas
New York
$465K 6,006 -155 -3%
HH
57
Hilltop Holdings
Texas
$463K 5,975 -345 -5%
FAAS
58
First Allied Advisory Services
California
$462K 5,979
CC
59
Callan Capital
California
$461K 5,954 -325 -5%
SDWMA
60
Schneider Downs Wealth Management Advisors
Pennsylvania
$419K 5,419
Stifel Financial
61
Stifel Financial
Missouri
$402K 5,191 +400 +8%
Chevy Chase Trust
62
Chevy Chase Trust
Maryland
$387K 5,000
BAM
63
Barrett Asset Management
New York
$372K 4,807 +359 +8%
MFS
64
MSI Financial Services
Massachusetts
$367K 4,746 +2 +0%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$359K 4,637 -768 -14%
NPC
66
National Planning Corporation
California
$350K 4,382 +2 +0%
CWM
67
Cranbrook Wealth Management
Michigan
$339K 4,382 +373 +9%
Comerica Bank
68
Comerica Bank
Texas
$336K 4,156 +529 +15%
FLPIM
69
F.L. Putnam Investment Management
Massachusetts
$318K 4,115 +30 +0.7%
HPC
70
HM Payson & Co
Maine
$309K 4,000
MFP
71
Mosaic Financial Partners
California
$293K 3,793
WF
72
WealthTrust Fairport
Ohio
$291K 3,756 -210 -5%
CCA
73
Cobblestone Capital Advisors
New York
$288K 3,720
CAN
74
Cetera Advisor Networks
California
$279K 3,627 -2,588 -42%
MFW
75
Meristem Family Wealth
Minnesota
$266K 3,444