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iShares MSCI KLD 400 Social ETF

205 hedge funds and large institutions have $444M invested in iShares MSCI KLD 400 Social ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 5 closing their positions.

Holders
205
Holders Change
+13
Holders Change %
+6.77%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
69
Reduced
49
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
William Blair & Company
51
William Blair & Company
Illinois
$1.24M 12,283 -310 -2%
MM
52
Main Management
California
$1.22M 12,098 +12,098 New
MML Investors Services
53
MML Investors Services
Massachusetts
$1.07M 10,621 +2,237 +27%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$1.05M 10,434 +303 +3%
PA
55
Paracle Advisors
Washington
$1.03M 10,206 +2,722 +36%
CA
56
Cetera Advisors
Colorado
$1M 9,980 -1,376 -12%
P
57
Pitcairn
Pennsylvania
$1M 9,921 -170 -2%
MLIC
58
Mandatum Life Insurance Company
Finland
$972K 9,630
RJA
59
Raymond James & Associates
Florida
$971K 9,623 +6,015 +167%
Truist Financial
60
Truist Financial
North Carolina
$959K 9,501 +636 +7%
Franklin Resources
61
Franklin Resources
California
$951K 9,420 +120 +1%
BSB
62
Bangor Savings Bank
Maine
$916K 9,070 +106 +1%
KeyBank National Association
63
KeyBank National Association
Ohio
$840K 8,325
Fiera Capital (Canada)
64
Fiera Capital (Canada)
Quebec, Canada
$830K 8,224
Stifel Financial
65
Stifel Financial
Missouri
$822K 8,133 -685 -8%
AG
66
Advisor Group
Arizona
$813K 8,053 -1,274 -14%
UCFA
67
United Capital Financial Advisors
Texas
$761K 7,535 +23 +0.3%
BWM
68
Baystate Wealth Management
Massachusetts
$752K 7,280 +608 +9%
RCS
69
Retirement Capital Strategies
California
$740K 7,330 +7,330 New
Baird Financial Group
70
Baird Financial Group
Wisconsin
$711K 7,043 -246 -3%
PBO
71
Peoples Bank (Ohio)
Ohio
$689K 6,825 -2,425 -26%
SCA
72
Snowden Capital Advisors
New York
$685K 6,786 -2,796 -29%
BAAM
73
Baker Avenue Asset Management
California
$668K 6,613 +715 +12%
DFIG
74
Dragon Financial & Investment Group
California
$617K 6,113 +6,113 New
GI
75
Gradient Investments
Minnesota
$592K 5,868 -74 -1%