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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

235 hedge funds and large institutions have $551M invested in iShares MSCI KLD 400 Social ETF in 2018 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 90 increasing their positions, 48 reducing their positions, and 29 closing their positions.

Holders
235
Holders Change
+11
Holders Change %
+4.91%
% of All Funds
5.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
90
Reduced
48
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$101M
2
TAM
2
Trillium Asset Management
Massachusetts
$14.5M
3
BlackRock
3
BlackRock
New York
$12.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$51.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.21M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$584K
2
FA
2
Forefront Analytics
Pennsylvania
$0
3
UBS Group
3
UBS Group
Switzerland
$17.2M
4
RA
4
Rational Advisors
New York
$0
5
TCM
5
Tuttle Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MLIC
76
Mandatum Life Insurance Company
Finland
$896K 9,630 – –
Franklin Resources
77
Franklin Resources
California
$893K 9,605 – –
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$831K 8,928 -10 -0.1%
BTW
79
Boston Trust Walden
Massachusetts
$793K 8,526 +5,059 +146%
BAAM
80
Baker Avenue Asset Management
California
$784K 8,429 +806 +11%
FAAS
81
First Allied Advisory Services
California
$777K 8,344 +5,613 +206%
Fiera Capital (Canada)
82
Fiera Capital (Canada)
Quebec, Canada
$765K 8,224 – –
Baird Financial Group
83
Baird Financial Group
Wisconsin
$708K 7,613 +498 +7%
BC
84
Brio Consultants
California
$697K 7,495 +7,495 New
TA
85
Trellis Advisors
Washington
$664K 7,144 +2,364 +49%
HH
86
Hilltop Holdings
Texas
$627K 6,741 +971 +17%
AWS
87
AJ Wealth Strategies
New York
$614K 6,604 +6,604 New
AG
88
Advisor Group
Arizona
$608K 6,541 -727 -10%
PBO
89
Peoples Bank (Ohio)
Ohio
$595K 6,400 -25 -0.4%
GRP
90
Global Retirement Partners
California
$592K 6,363 +5,469 +612%
CWM
91
Cornerstone Wealth Management
Missouri
$584K 6,306 -480,116 -99%
PPA
92
Parametric Portfolio Associates
Washington
$579K 6,225 +2,224 +56%
BSW
93
Buckingham Strategic Wealth
Missouri
$574K 6,176 +6,176 New
PMG
94
ProVise Management Group
Florida
$563K 6,052 +30 +0.5%
TA
95
Tiedemann Advisors
New York
$555K 5,970 +5,970 New
HA
96
Harfst & Associates
Wyoming
$519K 5,581 +5,581 New
GA
97
Geller Advisors
New York
$511K 5,495 +775 +16%
CPIG
98
Chicago Partners Investment Group
Illinois
$508K 5,254 -446 -8%
BAM
99
Barrett Asset Management
New York
$508K 5,466 +100 +2%
CBU
100
CIBC Bank USA
Illinois
$505K 5,430 – –
2 3
4
5 6