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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

192 hedge funds and large institutions have $398M invested in iShares MSCI KLD 400 Social ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 48 reducing their positions, and 12 closing their positions.

Holders
192
Holders Change
+12
Holders Change %
+6.67%
% of All Funds
4.41%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
71
Reduced
48
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$32.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$34.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$25.1M
4
FWM
4
Frontier Wealth Management
Missouri
$5.09M
5
Morgan Stanley
5
Morgan Stanley
New York
$22.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$54.2M
2
BlackRock
2
BlackRock
New York
$73K
3
MFP
3
Mosaic Financial Partners
California
$377K
4
TAM
4
Trillium Asset Management
Massachusetts
$1.97M
5
Stifel Financial
5
Stifel Financial
Missouri
$860K
Name Market Value Shares Shares
Change 		Shares
Change %
HH
76
Hilltop Holdings
Texas
$557K 5,705 -53 -0.9%
CWM
77
Cornerstone Wealth Management
Missouri
$557K 5,848 +1,627 +39%
Members Trust
78
Members Trust
Florida
$549K 5,616 +2,793 +99%
BAM
79
Barrett Asset Management
New York
$532K 5,441 -15 -0.3%
MWM
80
Merriman Wealth Management
Washington
$491K 5,029 +5,029 New
CC
81
Callan Capital
California
$471K 4,817 -249 -5%
PPA
82
Parametric Portfolio Associates
Washington
$453K 4,631 +4,631 New
ZAM
83
Zevin Asset Management
Massachusetts
$447K 4,575 -725 -14%
SDWMA
84
Schneider Downs Wealth Management Advisors
Pennsylvania
$413K 4,222 +4,222 New
FAIM
85
Financial Advocates Investment Management
Washington
$409K 4,188 +101 +2%
Citigroup
86
Citigroup
New York
$408K 4,178 -112 -3%
CFSG
87
Community Financial Services Group
Vermont
$404K 4,130 +490 +13%
BG
88
Bahl & Gaynor
Ohio
$402K 4,115 – –
CAN
89
Cetera Advisor Networks
California
$400K 4,104 -72 -2%
GWM
90
Greenwich Wealth Management
Connecticut
$400K 4,091 – –
DWT
91
Dorsey & Whitney Trust
South Dakota
$391K 4,000 +4,000 New
WT
92
Whittier Trust
California
$380K 3,885 +3,200 +467%
MFP
93
Mosaic Financial Partners
California
$377K 3,863 -59,228 -94%
VCM
94
Vivaldi Capital Management
Illinois
$377K 3,863 – –
CWM
95
Cranbrook Wealth Management
Michigan
$376K 3,844 -150 -4%
WF
96
WealthTrust Fairport
Ohio
$369K 3,772 – –
CCA
97
Cobblestone Capital Advisors
New York
$364K 3,720 – –
BP
98
BBR Partners
New York
$360K 3,684 +7 +0.2%
EA
99
Edge Advisors
Georgia
$358K 3,672 – –
RJA
100
Raymond James & Associates
Florida
$353K 3,608 +116 +3%
2 3
4
5 6