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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

139 hedge funds and large institutions have $281M invested in iShares MSCI KLD 400 Social ETF in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 2 closing their positions.

Holders
139
Holders Change
+17
Holders Change %
+13.93%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
20
Increased
43
Reduced
31
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZAM
1
Zevin Asset Management
Massachusetts
$11.7M
2
BIM
2
BlackRock Investment Management
Delaware
$4.24M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.95M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$7.28M
5
UBS Group
5
UBS Group
Switzerland
$22.3M

Top Sellers

1
CJA
1
C-J Advisory
California
$2.02M
2
BC
2
Brinker Capital
Pennsylvania
$3.48M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$20M
4
SB
4
Suntrust Banks
Georgia
$7.74M
5
SG Americas Securities
5
SG Americas Securities
New York
$1.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$335K 4,065 -87 -2%
HPC
77
HM Payson & Co
Maine
$330K 4,000 – –
GWM
78
Greenwich Wealth Management
Connecticut
$323K 3,922 – –
MFS
79
MSI Financial Services
Massachusetts
$321K 3,897 +4 +0.1%
Comerica Bank
80
Comerica Bank
Texas
$317K 3,785 -435 -10%
MA
81
MUFG Americas
New York
$313K 3,795 – –
MFP
82
Mosaic Financial Partners
California
$312K 3,793 – –
CCA
83
Cobblestone Capital Advisors
New York
$306K 3,720 – –
WF
84
WealthTrust Fairport
Ohio
$305K 3,701 -390 -10%
EA
85
Edge Advisors
Georgia
$302K 3,672 +3,672 New
CWM
86
Cornerstone Wealth Management
Missouri
$296K 3,569 +125 +4%
FFA
87
First Foundation Advisors
California
$284K 3,450 – –
MFW
88
Meristem Family Wealth
Minnesota
$281K 3,413 -31 -0.9%
BP
89
BBR Partners
New York
$281K 3,413 -30 -0.9%
WCM
90
Wealthcare Capital Management
Virginia
$280K 3,400 – –
CAG
91
Crestwood Advisors Group
Massachusetts
$278K 3,380 -20 -0.6%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$272K 3,335 -20 -0.6%
CAN
93
Cetera Advisor Networks
California
$263K 3,206 -1,264 -28%
CCM
94
Catawba Capital Management
Virginia
$262K 3,185 – –
LIC
95
Lodestar Investment Counsel
Illinois
$259K 3,143 +3,143 New
B
96
Bailard
California
$247K 3,000 – –
BTNA
97
Bremer Trust National Association
Minnesota
$242K 2,939 – –
HSA
98
HBK Sorce Advisory
Pennsylvania
$237K 2,876 -210 -7%
BWM
99
Baystate Wealth Management
Massachusetts
$223K 2,668 +2,668 New
LWA
100
Lenox Wealth Advisors
New York
$221K 2,685 +21 +0.8%
2 3
4
5 6