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iShares MSCI KLD 400 Social ETF

143 hedge funds and large institutions have $270M invested in iShares MSCI KLD 400 Social ETF in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
45
Reduced
36
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
P
51
Pitcairn
Pennsylvania
$892K
FAAS
52
First Allied Advisory Services
California
$854K +$148K +3,400 +21%
JMFC
53
J.M. Forbes & Co
Massachusetts
$831K -$45.1K -1,040 -5%
Fiera Capital (Canada)
54
Fiera Capital (Canada)
Quebec, Canada
$714K
UCFA
55
United Capital Financial Advisors
Texas
$686K +$26.6K +612 +4%
PMG
56
ProVise Management Group
Florida
$673K -$9.03K -208 -1%
MLIC
57
Mandatum Life Insurance Company
Finland
$623K
CBU
58
CIBC Bank USA
Illinois
$557K
BCI
59
Brinker Capital Investments
Pennsylvania
$510K +$9.73K +224 +2%
Stifel Financial
60
Stifel Financial
Missouri
$509K -$137K -3,150 -21%
HH
61
Hilltop Holdings
Texas
$500K
BMM
62
Buffington Mohr McNeal
Idaho
$471K +$471K +10,860 New
SDWMA
63
Schneider Downs Wealth Management Advisors
Pennsylvania
$470K
BAM
64
Barrett Asset Management
New York
$469K +$4.34K +100 +0.9%
CC
65
Callan Capital
California
$464K -$36.6K -844 -7%
Chevy Chase Trust
66
Chevy Chase Trust
Maryland
$434K
TNBTD
67
Trustmark National Bank Trust Department
Mississippi
$416K -$191K -4,400 -31%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$410K +$120K +2,770 +42%
CWM
69
Cornerstone Wealth Management
Missouri
$407K +$97.9K +2,260 +32%
GI
70
Gradient Investments
Minnesota
$384K +$309K +7,120 +411%
Citigroup
71
Citigroup
New York
$381K +$28.3K +652 +8%
CWM
72
Cranbrook Wealth Management
Michigan
$371K -$868 -20 -0.2%
FLPIM
73
F.L. Putnam Investment Management
Massachusetts
$352K -$5.21K -120 -1%
HPC
74
HM Payson & Co
Maine
$347K
GWM
75
Greenwich Wealth Management
Connecticut
$346K +$5.81K +134 +2%