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iShares MSCI KLD 400 Social ETF

90 hedge funds and large institutions have $156M invested in iShares MSCI KLD 400 Social ETF in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
90
Holders Change
+1
Holders Change %
+1.12%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
33
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FCCM
76
First City Capital Management
Georgia
$83.7K 1,100
TCOV
77
Trust Company of Vermont
Vermont
$64K 840 +308 +58%
LNB
78
Ledyard National Bank
$46K 600
NFG
79
Next Financial Group
Texas
$45K 600
FWM
80
Focused Wealth Management
New York
$45K 587 +1 +0.2%
EWM
81
Evercore Wealth Management
New York
$36K 477 +477 New
TCM
82
TD Capital Management
Tennessee
$31K 404 +1 +0.2%
AWM
83
AllSquare Wealth Management
New York
$27K 352 -235 -40%
PG
84
Patten Group
Tennessee
$15.2K 200 +200 New
GWM
85
Gupta Wealth Management
California
$9K 113 +13 +13%
MPWT
86
MassMutual Private Wealth & Trust
Connecticut
$8.41K 115 -1,130 -91%
FAM
87
Formidable Asset Management
Ohio
$8K 100
GI
88
Gradient Investments
Minnesota
$7K 96
Fiera Capital (Canada)
89
Fiera Capital (Canada)
Quebec, Canada
$1.22K 15,985 +15,985 New
Citadel Advisors
90
Citadel Advisors
Florida
-20,760 Closed
Creative Planning
91
Creative Planning
Kansas
-5,921 Closed
HC
92
Highmount Capital
New York
-4,000 Closed
Comerica Bank
93
Comerica Bank
Texas
-2,775 Closed
Barclays
94
Barclays
United Kingdom
-1,275 Closed
LWA
95
Lenox Wealth Advisors
New York
-1,072 Closed
HDIM
96
Hanson & Doremus Investment Management
Vermont
-855 Closed
PSI
97
Pinnacle Summer Investments
Virginia
-315 Closed
Parallax Volatility Advisers
98
Parallax Volatility Advisers
California
$0 1