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iShares MSCI KLD 400 Social ETF

143 hedge funds and large institutions have $270M invested in iShares MSCI KLD 400 Social ETF in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 7 closing their positions.

Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
45
Reduced
36
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAN
76
Cetera Advisor Networks
California
$339K 3,913 +707 +22%
Comerica Bank
77
Comerica Bank
Texas
$330K 3,743 -42 -1%
MFP
78
Mosaic Financial Partners
California
$329K 3,793
CCA
79
Cobblestone Capital Advisors
New York
$323K 3,720
EA
80
Edge Advisors
Georgia
$318K 3,672
MA
81
MUFG Americas
New York
$314K 3,615 -180 -5%
WF
82
WealthTrust Fairport
Ohio
$310K 3,571 -130 -4%
BP
83
BBR Partners
New York
$306K 3,522 +109 +3%
WCM
84
Wealthcare Capital Management
Virginia
$305K 3,511 +111 +3%
FFA
85
First Foundation Advisors
California
$299K 3,450
CCM
86
Catawba Capital Management
Virginia
$276K 3,185
BWM
87
Baystate Wealth Management
Massachusetts
$276K 3,197 +529 +20%
LIC
88
Lodestar Investment Counsel
Illinois
$273K 3,143
B
89
Bailard
California
$260K 3,000
LWA
90
Lenox Wealth Advisors
New York
$258K 2,974 +289 +11%
BTNA
91
Bremer Trust National Association
Minnesota
$255K 2,939
RJA
92
Raymond James & Associates
Florida
$255K 2,944 +2,944 New
Members Trust
93
Members Trust
Florida
$238K 2,746 +2,746 New
BAAM
94
Baker Avenue Asset Management
California
$230K 2,650 +2,650 New
CAG
95
Crestwood Advisors Group
Massachusetts
$229K 2,595 -785 -23%
CA
96
Cetera Advisors
Colorado
$225K 2,593 -16,499 -86%
MFW
97
Meristem Family Wealth
Minnesota
$218K 2,515 -898 -26%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$213K 2,456 -33,327 -93%
SIAP
99
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$213K 2,456 +2,456 New
AWM
100
Affinity Wealth Management
Delaware
$205K 2,367 +2,367 New