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iShares MSCI KLD 400 Social ETF

89 hedge funds and large institutions have $144M invested in iShares MSCI KLD 400 Social ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
89
Holders Change
-4
Holders Change %
-4.3%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
35
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FCCM
76
First City Capital Management
Georgia
$85K 1,100
LWA
77
Lenox Wealth Advisors
New York
$83K 1,072 +4 +0.4%
HDIM
78
Hanson & Doremus Investment Management
Vermont
$66K 855
LNB
79
Ledyard National Bank
$46K 600
NFG
80
Next Financial Group
Texas
$46K 600
AWM
81
AllSquare Wealth Management
New York
$45K 587
FWM
82
Focused Wealth Management
New York
$45K 586 +67 +13%
TCOV
83
Trust Company of Vermont
Vermont
$41K 532
TCM
84
TD Capital Management
Tennessee
$31K 403 +403 New
PSI
85
Pinnacle Summer Investments
Virginia
$24K 315 -500 -61%
FAM
86
Formidable Asset Management
Ohio
$8K 100
GWM
87
Gupta Wealth Management
California
$8K 100 +100 New
GI
88
Gradient Investments
Minnesota
$7K 96
BIM
89
BlackRock Investment Management
Delaware
-22,668 Closed
Deutsche Bank
90
Deutsche Bank
Germany
-7,625 Closed
DIA
91
Dana Investment Advisors
Wisconsin
-6,488 Closed
TF
92
Tompkins Financial
New York
-4,269 Closed
NPC
93
National Planning Corporation
California
-2,827 Closed
GIP
94
Granite Investment Partners
California
-2,802 Closed
MCM
95
Manchester Capital Management
Vermont
-2,500 Closed
BRWA
96
B. Riley Wealth Advisors
Florida
-250 Closed
PG
97
Patten Group
Tennessee
-200 Closed
Parallax Volatility Advisers
98
Parallax Volatility Advisers
California
$0 1