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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

117 hedge funds and large institutions have $229M invested in iShares MSCI KLD 400 Social ETF in 2015 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
117
Holders Change
+24
Holders Change %
+25.81%
% of All Funds
3.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
38
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIM
1
BlackRock Investment Management
Delaware
$13.2M
2
Bank of America
2
Bank of America
North Carolina
$32.2M
3
UBS Group
3
UBS Group
Switzerland
$17.7M
4
Stifel Financial
4
Stifel Financial
Missouri
$6.4M
5
Jane Street
5
Jane Street
New York
$3.4M

Top Sellers

1
BG
1
Bahl & Gaynor
Ohio
$1.8M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$3.03M
3
PA
3
Paracle Advisors
Washington
$2.89M
4
GC
4
Gibson Capital
Pennsylvania
$2.59M
5
WTC
5
WhitTier Trust Company
Nevada
$147K
Name Market Value Shares Shares
Change 		Shares
Change %
BP
76
BBR Partners
New York
$244K 3,226 – –
CCM
77
Catawba Capital Management
Virginia
$241K 3,185 – –
CG
78
Colony Group
Massachusetts
$239K 3,152 – –
Citigroup
79
Citigroup
New York
$239K 3,160 +1,417 +81%
HSA
80
HBK Sorce Advisory
Pennsylvania
$234K 3,089 +3,089 New
CWM
81
Concert Wealth Management
California
$220K 2,911 – –
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$217K 2,865 +1,405 +96%
AC
83
Alexandria Capital
Virginia
$216K 2,854 – –
BPC
84
Banque Pictet & Cie
Switzerland
$212K 2,800 +2,800 New
DWM
85
Destination Wealth Management
California
$206K 2,716 +2,716 New
CCM
86
Colorado Capital Management
Colorado
$201K 2,660 +2,660 New
PAIM
87
Punch & Associates Investment Management
Minnesota
$168K 2,215 +2,215 New
LWA
88
Lenox Wealth Advisors
New York
$158K 2,088 +9 +0.4%
WTC
89
WhitTier Trust Company
Nevada
$147K 1,944 -7,473 -79%
SG Americas Securities
90
SG Americas Securities
New York
$137K 1,806 – –
HA
91
Harfst & Associates
Wyoming
$128K 1,700 – –
HR
92
Howe & Rusling
New York
$127K 1,680 – –
PSC
93
Prentiss Smith & Co
Vermont
$111K 1,460 – –
BCM
94
Blume Capital Management
California
$106K 1,400 – –
MPWT
95
MassMutual Private Wealth & Trust
Connecticut
$102K 1,350 +835 +162%
JFA
96
JNBA Financial Advisors
Minnesota
$100K 1,326 – –
WCM
97
Wealthcare Capital Management
Virginia
$98K 1,300 -50 -4%
TCOV
98
Trust Company of Vermont
Vermont
$95K 1,249 +444 +55%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$92K 1,209 – –
DADC
100
D.A. Davidson & Co
Montana
$73K 975 – –
1 2 3
4
5