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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

93 hedge funds and large institutions have $139M invested in iShares MSCI KLD 400 Social ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
93
Holders Change
+14
Holders Change %
+17.72%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
30
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$9.68M
2
Goldman Sachs
2
Goldman Sachs
New York
$14.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.57M
4
Jane Street
4
Jane Street
New York
$2.28M
5
TAM
5
Trillium Asset Management
Massachusetts
$3.09M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
RNS
2
Robert N. Shapiro
$1.68M
3
Barclays
3
Barclays
United Kingdom
$47K
4
MFP
4
Mosaic Financial Partners
California
$0
5
V
5
Veritable
Delaware
$286K
Name Market Value Shares Shares
Change 		Shares
Change %
FCCM
76
First City Capital Management
Georgia
$84.2K 1,100 – –
LWA
77
Lenox Wealth Advisors
New York
$82K 1,068 +3 +0.3%
MPWT
78
MassMutual Private Wealth & Trust
Connecticut
$79.7K 1,040 +525 +102%
Citigroup
79
Citigroup
New York
$71K 925 -228 -20%
HDIM
80
Hanson & Doremus Investment Management
Vermont
$65K 855 +855 New
PSI
81
Pinnacle Summer Investments
Virginia
$62K 815 +115 +16%
MFS
82
MSI Financial Services
Massachusetts
$55K 716 – –
Barclays
83
Barclays
United Kingdom
$47K 620 -4,355 -88%
LNB
84
Ledyard National Bank
$46K 600 – –
NFG
85
Next Financial Group
Texas
$46K 600 – –
AWM
86
AllSquare Wealth Management
New York
$45K 587 +587 New
TCOV
87
Trust Company of Vermont
Vermont
$41K 532 – –
FWM
88
Focused Wealth Management
New York
$40K 519 -23 -4%
PG
89
Patten Group
Tennessee
$15K 200 +200 New
FAM
90
Formidable Asset Management
Ohio
$8K 100 – –
GI
91
Gradient Investments
Minnesota
$7K 96 +96 New
BRWA
92
B. Riley Wealth Advisors
Florida
$19 250 +250 New
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
– – -21,490 Closed
MFP
94
Mosaic Financial Partners
California
– – -2,894 Closed
PAG
95
Private Advisor Group
New Jersey
– – -2,302 Closed
MHS
96
M Holdings Securities
Oregon
– – -336 Closed
IFWM
97
Institute for Wealth Management
Colorado
– – -254 Closed
Parallax Volatility Advisers
98
Parallax Volatility Advisers
California
$0 1 +1 New
1 2 3
4