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iShares MSCI KLD 400 Social ETF

160 hedge funds and large institutions have $366M invested in iShares MSCI KLD 400 Social ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
61
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Citigroup
76
Citigroup
New York
$406K 4,369 +19 +0.4%
CAN
77
Cetera Advisor Networks
California
$384K 4,150 +168 +4%
MFP
78
Mosaic Financial Partners
California
$379K 4,083 +96 +2%
SG Americas Securities
79
SG Americas Securities
New York
$374K 4,033 +4,033 New
CWM
80
Cranbrook Wealth Management
Michigan
$371K 3,994
FFA
81
First Foundation Advisors
California
$371K 3,994 +308 +8%
GWM
82
Greenwich Wealth Management
Connecticut
$370K 3,989
BAAM
83
Baker Avenue Asset Management
California
$362K 3,904 +455 +13%
FLPIM
84
F.L. Putnam Investment Management
Massachusetts
$362K 3,900 +3,900 New
Comerica Bank
85
Comerica Bank
Texas
$355K 3,741
CCA
86
Cobblestone Capital Advisors
New York
$345K 3,720
BP
87
BBR Partners
New York
$344K 3,709 -71 -2%
EA
88
Edge Advisors
Georgia
$340K 3,672
WF
89
WealthTrust Fairport
Ohio
$332K 3,571
BTW
90
Boston Trust Walden
Massachusetts
$323K 3,477 +3,477 New
RJA
91
Raymond James & Associates
Florida
$320K 3,445 +373 +12%
MA
92
MUFG Americas
New York
$311K 3,345 -270 -7%
VCM
93
Vivaldi Capital Management
Illinois
$307K 3,305 +3,305 New
FIG
94
FundX Investment Group
California
$300K 3,235
LIC
95
Lodestar Investment Counsel
Illinois
$297K 3,203 +60 +2%
CCM
96
Catawba Capital Management
Virginia
$296K 3,185
B
97
Bailard
California
$279K 3,000
MFW
98
Meristem Family Wealth
Minnesota
$267K 2,870 +3 +0.1%
Members Trust
99
Members Trust
Florida
$262K 2,823 +166 +6%
CG
100
Colony Group
Massachusetts
$248K 2,666