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iShares MSCI KLD 400 Social ETF

93 hedge funds and large institutions have $162M invested in iShares MSCI KLD 400 Social ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
30
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$86K 1,209
DADC
77
D.A. Davidson & Co
Montana
$69K 975 +975 New
BCI
78
Brinker Capital Investments
Pennsylvania
$66K 929 -397 -30%
TCOV
79
Trust Company of Vermont
Vermont
$57K 805 -35 -4%
RIA
80
Regal Investment Advisors
Michigan
$46K 662 +662 New
LNB
81
Ledyard National Bank
$43K 600
NFG
82
Next Financial Group
Texas
$42K 600
FWM
83
Focused Wealth Management
New York
$42K 588 +1 +0.2%
MPWT
84
MassMutual Private Wealth & Trust
Connecticut
$37.8K 515 +400 +348%
TCM
85
TD Capital Management
Tennessee
$29K 404
EWM
86
Evercore Wealth Management
New York
$25K 349 -128 -27%
AWM
87
AllSquare Wealth Management
New York
$25K 352
PSI
88
Pinnacle Summer Investments
Virginia
$22K 315 +315 New
PG
89
Patten Group
Tennessee
$14.2K 200
GWM
90
Gupta Wealth Management
California
$8K 113
FAM
91
Formidable Asset Management
Ohio
$7K 100
KT
92
Kanaly Trust
Texas
$7K 93 +93 New
Jane Street
93
Jane Street
New York
-26,165 Closed
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
-9,801 Closed
ZCI
95
Zevenbergen Capital Investments
Washington
-4,040 Closed
MFW
96
Meristem Family Wealth
Minnesota
-3,704 Closed
HSBC Holdings
97
HSBC Holdings
United Kingdom
-2,800 Closed
FCCM
98
First City Capital Management
Georgia
-1,100 Closed
GI
99
Gradient Investments
Minnesota
-96 Closed
Parallax Volatility Advisers
100
Parallax Volatility Advisers
California
$0 1