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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

122 hedge funds and large institutions have $247M invested in iShares MSCI KLD 400 Social ETF in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 5 closing their positions.

Holders
122
Holders Change
+4
Holders Change %
+3.39%
% of All Funds
3.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
38
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$49.5M
2
SG Americas Securities
2
SG Americas Securities
New York
$3.21M
3
Jane Street
3
Jane Street
New York
$2.65M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$22.4M
5
CJA
5
C-J Advisory
California
$1.94M

Top Sellers

1
SB
1
Suntrust Banks
Georgia
$9.89M
2
BG
2
Bahl & Gaynor
Ohio
$1.6M
3
Wells Fargo
3
Wells Fargo
California
$6.82M
4
BAAM
4
Baker Avenue Asset Management
California
$0
5
PA
5
Paracle Advisors
Washington
$2.52M
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
76
Cobblestone Capital Advisors
New York
$299K 3,720 – –
FFA
77
First Foundation Advisors
California
$278K 3,450 +710 +26%
MFW
78
Meristem Family Wealth
Minnesota
$277K 3,444 – –
BP
79
BBR Partners
New York
$277K 3,443 – –
CAG
80
Crestwood Advisors Group
Massachusetts
$274K 3,400 – –
WCM
81
Wealthcare Capital Management
Virginia
$274K 3,400 – –
CWM
82
Cornerstone Wealth Management
Missouri
$274K 3,444 +3,444 New
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$270K 3,355 +490 +17%
CCM
84
Catawba Capital Management
Virginia
$256K 3,185 – –
HSA
85
HBK Sorce Advisory
Pennsylvania
$248K 3,086 +51 +2%
CWM
86
Concert Wealth Management
California
$245K 3,036 +125 +4%
B
87
Bailard
California
$242K 3,000 -5,550 -65%
BTNA
88
Bremer Trust National Association
Minnesota
$237K 2,939 +2,939 New
TCOV
89
Trust Company of Vermont
Vermont
$236K 2,936 -102 -3%
Members Trust
90
Members Trust
Florida
$221K 2,746 +150 +6%
LWA
91
Lenox Wealth Advisors
New York
$214K 2,664 +550 +26%
CA
92
Cetera Advisors
Colorado
$207K 2,593 – –
WTC
93
WhitTier Trust Company
Nevada
$157K 1,944 – –
AIM
94
Acropolis Investment Management
Missouri
$143K 1,780 -60 -3%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$143K 1,774 – –
HR
96
Howe & Rusling
New York
$138K 1,716 +120 +8%
PSC
97
Prentiss Smith & Co
Vermont
$118K 1,460 – –
BCM
98
Blume Capital Management
California
$113K 1,400 – –
TFO
99
Tarbox Family Office
California
$97K 1,204 +1,204 New
DADC
100
D.A. Davidson & Co
Montana
$96K 1,200 – –
2 3
4
5 6