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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

145 hedge funds and large institutions have $285M invested in iShares MSCI KLD 400 Social ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
53
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$10.1M
2
FWM
2
Frontier Wealth Management
Missouri
$4.78M
3
Jane Street
3
Jane Street
New York
$2.09M
4
BP
4
Ballentine Partners
Massachusetts
$1.98M
5
Goldman Sachs
5
Goldman Sachs
New York
$19M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$50.2M
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
ZAM
3
Zevin Asset Management
Massachusetts
$1.41M
4
TAM
4
Trillium Asset Management
Massachusetts
$1.32M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$2.01M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
76
Greenwich Wealth Management
Connecticut
$356K 3,989 – –
MFP
77
Mosaic Financial Partners
California
$356K 3,987 +194 +5%
Comerica Bank
78
Comerica Bank
Texas
$342K 3,741 -2 -0.1%
BP
79
BBR Partners
New York
$338K 3,780 +258 +7%
CCA
80
Cobblestone Capital Advisors
New York
$332K 3,720 – –
FFA
81
First Foundation Advisors
California
$329K 3,686 +236 +7%
EA
82
Edge Advisors
Georgia
$327K 3,672 – –
MA
83
MUFG Americas
New York
$323K 3,615 – –
WF
84
WealthTrust Fairport
Ohio
$319K 3,571 – –
WCM
85
Wealthcare Capital Management
Virginia
$314K 3,511 – –
BAAM
86
Baker Avenue Asset Management
California
$308K 3,449 +799 +30%
FIG
87
FundX Investment Group
California
$289K 3,235 -8,028 -71%
CCM
88
Catawba Capital Management
Virginia
$284K 3,185 – –
LIC
89
Lodestar Investment Counsel
Illinois
$281K 3,143 – –
RJA
90
Raymond James & Associates
Florida
$274K 3,072 +128 +4%
B
91
Bailard
California
$268K 3,000 – –
BTNA
92
Bremer Trust National Association
Minnesota
$263K 2,939 – –
MFW
93
Meristem Family Wealth
Minnesota
$256K 2,867 +352 +14%
NPC
94
National Planning Corporation
California
$244K 2,732 +421 +18%
CG
95
Colony Group
Massachusetts
$238K 2,666 +2,666 New
Members Trust
96
Members Trust
Florida
$237K 2,657 -89 -3%
CA
97
Cetera Advisors
Colorado
$232K 2,593 – –
SIAP
98
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$219K 2,456 – –
AWM
99
Affinity Wealth Management
Delaware
$211K 2,367 – –
HPC
100
HM Payson & Co
Maine
$204K 2,280 -1,720 -43%
2 3
4
5 6