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iShares MSCI KLD 400 Social ETF

117 hedge funds and large institutions have $229M invested in iShares MSCI KLD 400 Social ETF in 2015 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
117
Holders Change
+24
Holders Change %
+25.81%
% of All Funds
3.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
38
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCI
101
Brinker Capital Investments
Pennsylvania
$67K 889 -40 -4%
IA
102
IFP Advisors
Florida
$46K 613 +613 New
LNB
103
Ledyard National Bank
$45K 600
FWM
104
Focused Wealth Management
New York
$45K 590 +2 +0.3%
LWCFA
105
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45K 600 +600 New
TCM
106
TD Capital Management
Tennessee
$31K 408 +4 +1%
AWM
107
AllSquare Wealth Management
New York
$27K 352
EWM
108
Evercore Wealth Management
New York
$26K 349
PG
109
Patten Group
Tennessee
$15.1K 200
MFT
110
Moisand Fitzgerald Tamayo
Florida
$13K 169 +169 New
GWM
111
Gupta Wealth Management
California
$9K 113
KT
112
Kanaly Trust
Texas
$7K 93
FAM
113
Formidable Asset Management
Ohio
$7K 100
WT
114
Whittier Trust
California
$6K 85 +85 New
DIA
115
Dana Investment Advisors
Wisconsin
$1.92K 1,915 +1,915 New
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2 32 +32 New
V
117
Veritable
Delaware
-3,734 Closed
B
118
Bailard
California
-3,000 Closed
RIA
119
Regal Investment Advisors
Michigan
-662 Closed
NFG
120
Next Financial Group
Texas
-600 Closed
PSI
121
Pinnacle Summer Investments
Virginia
-315 Closed
Parallax Volatility Advisers
122
Parallax Volatility Advisers
California
$0 1