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iShares MSCI KLD 400 Social ETF

205 hedge funds and large institutions have $444M invested in iShares MSCI KLD 400 Social ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+13
Holders Change %
+6.77%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
69
Reduced
49
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$576K -$297K -5,860 -34%
HH
77
Hilltop Holdings
Texas
$575K
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$561K +$561K +11,106 New
CBU
79
CIBC Bank USA
Illinois
$548K -$99.9K -1,980 -15%
BAM
80
Barrett Asset Management
New York
$542K -$7.58K -150 -1%
WAM
81
Wealthspire Advisors (Maryland)
Maryland
$535K +$308K +6,094 +135%
MWM
82
Merriman Wealth Management
Washington
$508K
TNBTD
83
Trustmark National Bank Trust Department
Mississippi
$495K -$101K -2,000 -17%
FFA
84
First Foundation Advisors
California
$468K -$209K -4,140 -31%
FAIM
85
Financial Advocates Investment Management
Washington
$462K +$37.5K +740 +9%
CC
86
Callan Capital
California
$461K -$25.7K -508 -5%
CPIG
87
Chicago Partners Investment Group
Illinois
$455K +$137K +2,720 +43%
Citigroup
88
Citigroup
New York
$453K +$31K +614 +7%
VA
89
Valmark Advisers
Ohio
$435K +$87.6K +1,734 +25%
Northern Trust
90
Northern Trust
Illinois
$433K +$433K +8,584 New
CAN
91
Cetera Advisor Networks
California
$431K +$17K +338 +4%
BMM
92
Buffington Mohr McNeal
Idaho
$415K +$112K +2,222 +37%
GWM
93
Greenwich Wealth Management
Connecticut
$413K
BG
94
Bahl & Gaynor
Ohio
$405K -$10.1K -200 -2%
CWM
95
Cranbrook Wealth Management
Michigan
$403K +$15.2K +302 +4%
PPA
96
Parametric Portfolio Associates
Washington
$398K -$69.8K -1,382 -15%
BP
97
BBR Partners
New York
$393K +$21.3K +422 +6%
WT
98
Whittier Trust
California
$392K
MFP
99
Mosaic Financial Partners
California
$376K -$13.5K -268 -3%
CCA
100
Cobblestone Capital Advisors
New York
$375K