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iShares MSCI KLD 400 Social ETF

118 hedge funds and large institutions have $215M invested in iShares MSCI KLD 400 Social ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
118
Holders Change
Holders Change %
0%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
38
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BP
76
BBR Partners
New York
$266K 3,443 +132 +4%
WCM
77
Wealthcare Capital Management
Virginia
$263K 3,400
CAG
78
Crestwood Advisors Group
Massachusetts
$263K 3,400
GWM
79
Greenwich Wealth Management
Connecticut
$260K 3,357 +3,357 New
CCM
80
Catawba Capital Management
Virginia
$246K 3,185
HSA
81
HBK Sorce Advisory
Pennsylvania
$235K 3,035
TCOV
82
Trust Company of Vermont
Vermont
$235K 3,038
CWM
83
Concert Wealth Management
California
$226K 2,911
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$222K 2,865
CCM
85
Colorado Capital Management
Colorado
$213K 2,766
FFA
86
First Foundation Advisors
California
$212K 2,740 +2,740 New
Citigroup
87
Citigroup
New York
$207K 2,681 -70 -3%
Members Trust
88
Members Trust
Florida
$201K 2,596 +2,596 New
CA
89
Cetera Advisors
Colorado
$200K 2,593 -1,330 -34%
LWA
90
Lenox Wealth Advisors
New York
$163K 2,114 +8 +0.4%
WTC
91
WhitTier Trust Company
Nevada
$150K 1,944
AIM
92
Acropolis Investment Management
Missouri
$142K 1,840 +1,840 New
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$137K 1,774 -485 -21%
HR
94
Howe & Rusling
New York
$123K 1,596 -34 -2%
PSC
95
Prentiss Smith & Co
Vermont
$113K 1,460
MPWT
96
MassMutual Private Wealth & Trust
Connecticut
$110K 1,425
BCM
97
Blume Capital Management
California
$108K 1,400
JFA
98
JNBA Financial Advisors
Minnesota
$103K 1,326
DADC
99
D.A. Davidson & Co
Montana
$92K 1,200
AC
100
Alexandria Capital
Virginia
$52K 674