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iShares MSCI KLD 400 Social ETF

180 hedge funds and large institutions have $437M invested in iShares MSCI KLD 400 Social ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
180
Holders Change
+20
Holders Change %
+12.5%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
29
Increased
67
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DIA
76
Dana Investment Advisors
Wisconsin
$457K 4,651 +4,651 New
CWM
77
Cornerstone Wealth Management
Missouri
$426K 4,221 -957 -18%
Citigroup
78
Citigroup
New York
$421K 4,290 -79 -2%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$421K 4,286 +2,051 +92%
TRCT
80
Tower Research Capital (TRC)
New York
$415K 4,223 +4,223 New
BAAM
81
Baker Avenue Asset Management
California
$412K 4,198 +294 +8%
CAN
82
Cetera Advisor Networks
California
$409K 4,176 +26 +0.6%
BG
83
Bahl & Gaynor
Ohio
$404K 4,115 +4,115 New
GWM
84
Greenwich Wealth Management
Connecticut
$402K 4,091 +102 +3%
FAIM
85
Financial Advocates Investment Management
Washington
$402K 4,087 +4,087 New
CWM
86
Cranbrook Wealth Management
Michigan
$392K 3,994
Comerica Bank
87
Comerica Bank
Texas
$391K 3,741
VCM
88
Vivaldi Capital Management
Illinois
$380K 3,863 +558 +17%
WF
89
WealthTrust Fairport
Ohio
$371K 3,772 +201 +6%
VA
90
Valmark Advisers
Ohio
$366K 3,722 +3,722 New
CCA
91
Cobblestone Capital Advisors
New York
$365K 3,720
BP
92
BBR Partners
New York
$361K 3,677 -32 -0.9%
EA
93
Edge Advisors
Georgia
$360K 3,672
CFSG
94
Community Financial Services Group
Vermont
$358K 3,640 +1,375 +61%
RJA
95
Raymond James & Associates
Florida
$343K 3,492 +47 +1%
BTW
96
Boston Trust Walden
Massachusetts
$342K 3,477
PFO
97
Pathstone Family Office
New Jersey
$324K 3,302 +3,302 New
FIG
98
FundX Investment Group
California
$318K 3,235
MA
99
MUFG Americas
New York
$316K 3,220 -125 -4%
LIC
100
Lodestar Investment Counsel
Illinois
$315K 3,203