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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

180 hedge funds and large institutions have $437M invested in iShares MSCI KLD 400 Social ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
180
Holders Change
+20
Holders Change %
+12.5%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
29
Increased
67
Reduced
40
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$109M
2
MFP
2
Mosaic Financial Partners
California
$9.38M
3
BlackRock
3
BlackRock
New York
$8.55M
4
Betterment LLC
4
Betterment LLC
New York
$24.2M
5
TAM
5
Trillium Asset Management
Massachusetts
$5.67M

Top Sellers

1
FWM
1
Frontier Wealth Management
Missouri
$1.27M
2
TSS
2
Two Sigma Securities
New York
$0
3
Jane Street
3
Jane Street
New York
$1.49M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$459K
5
WCM
5
Weatherstone Capital Management
Colorado
$243K
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
51
Snowden Capital Advisors
New York
$997K 10,149 -5,397 -35%
P
52
Pitcairn
Pennsylvania
$991K 10,091 – –
PBO
53
Peoples Bank (Ohio)
Ohio
$986K 10,037 -522 -5%
MLIC
54
Mandatum Life Insurance Company
Finland
$946K 9,630 +2,447 +34%
JMFC
55
J.M. Forbes & Co
Massachusetts
$930K 9,469 +520 +6%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$927K 9,441 +4,731 +100%
UCFA
57
United Capital Financial Advisors
Texas
$862K 8,778 -574 -6%
BSB
58
Bangor Savings Bank
Maine
$831K 8,454 -2,470 -23%
Fiera Capital (Canada)
59
Fiera Capital (Canada)
Quebec, Canada
$808K 8,224 – –
PMG
60
ProVise Management Group
Florida
$758K 7,715 +97 +1%
KeyBank National Association
61
KeyBank National Association
Ohio
$744K 7,575 – –
CA
62
Cetera Advisors
Colorado
$657K 6,690 -53 -0.8%
MML Investors Services
63
MML Investors Services
Massachusetts
$651K 6,622 +2,233 +51%
FFA
64
First Foundation Advisors
California
$649K 6,608 +2,614 +65%
CBU
65
CIBC Bank USA
Illinois
$631K 6,420 – –
PA
66
Paracle Advisors
Washington
$622K 6,337 -13,893 -69%
TNBTD
67
Trustmark National Bank Trust Department
Mississippi
$580K 5,900 – –
HH
68
Hilltop Holdings
Texas
$566K 5,758 – –
BWM
69
Baystate Wealth Management
Massachusetts
$538K 5,158 +104 +2%
BAM
70
Barrett Asset Management
New York
$536K 5,456 – –
PAG
71
Private Advisor Group
New Jersey
$522K 5,158 -6,552 -56%
ZAM
72
Zevin Asset Management
Massachusetts
$521K 5,300 -2,570 -33%
GI
73
Gradient Investments
Minnesota
$502K 5,108 +13 +0.3%
CC
74
Callan Capital
California
$498K 5,066 -201 -4%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$459K 4,673 -17,717 -79%
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3
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