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iShares MSCI KLD 400 Social ETF

139 hedge funds and large institutions have $281M invested in iShares MSCI KLD 400 Social ETF in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 2 closing their positions.

Holders
139
Holders Change
+17
Holders Change %
+13.93%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
20
Increased
43
Reduced
31
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PBO
51
Peoples Bank (Ohio)
Ohio
$927K 11,255 -65 -0.6%
SFP
52
Shepherd Financial Partners
Massachusetts
$925K 11,134 +11,134 New
DIA
53
Dana Investment Advisors
Wisconsin
$850K 10,324 +10,324 New
P
54
Pitcairn
Pennsylvania
$847K 10,285 -20 -0.2%
JMFC
55
J.M. Forbes & Co
Massachusetts
$832K 10,102 +1,350 +15%
DWM
56
Destination Wealth Management
California
$794K 9,638 +1,482 +18%
BSB
57
Bangor Savings Bank
Maine
$738K 8,963
Fiera Capital (Canada)
58
Fiera Capital (Canada)
Quebec, Canada
$677K 8,224 -922 -10%
FAAS
59
First Allied Advisory Services
California
$671K 8,142 +2,588 +47%
PMG
60
ProVise Management Group
Florida
$647K 7,858 +148 +2%
UCFA
61
United Capital Financial Advisors
Texas
$626K 7,598 -1,352 -15%
Stifel Financial
62
Stifel Financial
Missouri
$612K 7,421 +2,357 +47%
MLIC
63
Mandatum Life Insurance Company
Finland
$592K 7,183
TNBTD
64
Trustmark National Bank Trust Department
Mississippi
$577K 7,000
CBU
65
CIBC Bank USA
Illinois
$529K 6,420
PAG
66
Private Advisor Group
New Jersey
$480K 5,725 +2 +0%
HH
67
Hilltop Holdings
Texas
$475K 5,758
CC
68
Callan Capital
California
$475K 5,768
BCI
69
Brinker Capital Investments
Pennsylvania
$475K 5,761 +17 +0.3%
SDWMA
70
Schneider Downs Wealth Management Advisors
Pennsylvania
$446K 5,419
BAM
71
Barrett Asset Management
New York
$441K 5,356 +65 +1%
Chevy Chase Trust
72
Chevy Chase Trust
Maryland
$412K 5,000
RJFSA
73
Raymond James Financial Services Advisors
Florida
$409K 4,966 +203 +4%
CWM
74
Cranbrook Wealth Management
Michigan
$353K 4,283 -99 -2%
FLPIM
75
F.L. Putnam Investment Management
Massachusetts
$339K 4,115