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iShares MSCI KLD 400 Social ETF

118 hedge funds and large institutions have $208M invested in iShares MSCI KLD 400 Social ETF in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 15 closing their positions.

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
16
Increased
37
Reduced
38
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MFW
76
Meristem Family Wealth
Minnesota
$264K 3,444 -56 -2%
CAG
77
Crestwood Advisors Group
Massachusetts
$260K 3,400 -35 -1%
WCM
78
Wealthcare Capital Management
Virginia
$260K 3,400 +2,100 +162%
BP
79
BBR Partners
New York
$253K 3,311 +85 +3%
CCM
80
Catawba Capital Management
Virginia
$244K 3,185
CWM
81
Cornerstone Wealth Management
Missouri
$244K 3,169 +3,169 New
TCOV
82
Trust Company of Vermont
Vermont
$233K 3,038 +1,789 +143%
HSA
83
HBK Sorce Advisory
Pennsylvania
$232K 3,035 -54 -2%
CWM
84
Concert Wealth Management
California
$222K 2,911
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$219K 2,865
Citigroup
86
Citigroup
New York
$211K 2,751 -409 -13%
CCM
87
Colorado Capital Management
Colorado
$211K 2,766 +106 +4%
DWM
88
Destination Wealth Management
California
$206K 2,716
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$173K 2,259 +1,050 +87%
LWA
90
Lenox Wealth Advisors
New York
$161K 2,106 +18 +0.9%
WTC
91
WhitTier Trust Company
Nevada
$149K 1,944
HR
92
Howe & Rusling
New York
$125K 1,630 -50 -3%
PSC
93
Prentiss Smith & Co
Vermont
$112K 1,460
MPWT
94
MassMutual Private Wealth & Trust
Connecticut
$109K 1,425 +75 +6%
BCM
95
Blume Capital Management
California
$107K 1,400
JFA
96
JNBA Financial Advisors
Minnesota
$102K 1,326
DADC
97
D.A. Davidson & Co
Montana
$91K 1,200 +225 +23%
AC
98
Alexandria Capital
Virginia
$52K 674 -2,180 -76%
IIM
99
Ipswich Investment Management
Massachusetts
$49K 650 +650 New
LNB
100
Ledyard National Bank
$46K 600