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iShares MSCI KLD 400 Social ETF

118 hedge funds and large institutions have $208M invested in iShares MSCI KLD 400 Social ETF in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 15 closing their positions.

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
16
Increased
37
Reduced
38
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FWM
101
Focused Wealth Management
New York
$45K 593 +3 +0.5%
IA
102
IFP Advisors
Florida
$39K 384 -229 -37%
TCM
103
TD Capital Management
Tennessee
$31K 409 +1 +0.2%
EWM
104
Evercore Wealth Management
New York
$27K 349
AWM
105
AllSquare Wealth Management
New York
$27K 352
CFA
106
CT Financial Advisors
Pennsylvania
$25K 326 +326 New
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$22K 290 +290 New
ATC
108
Adirondack Trust Company
New York
$16K 205 +205 New
PG
109
Patten Group
Tennessee
$15.3K 200
MFT
110
Moisand Fitzgerald Tamayo
Florida
$13K 169
GWM
111
Gupta Wealth Management
California
$11K 143 +30 +27%
SSB
112
Sandy Spring Bank
Maryland
$11K 150 +150 New
WT
113
Whittier Trust
California
$7K 85
KT
114
Kanaly Trust
Texas
$7K 93
TRCT
115
Tower Research Capital (TRC)
New York
$7K 87 +87 New
GWM
116
Geneos Wealth Management
Colorado
$5K 70 +70 New
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K 32
BIM
118
BlackRock Investment Management
Delaware
-174,706 Closed
Jane Street
119
Jane Street
New York
-44,850 Closed
Northern Trust
120
Northern Trust
Illinois
-6,790 Closed
SIM
121
Sigma Investment Management
Oregon
-5,497 Closed
GLA
122
Great Lakes Advisors
Illinois
-4,848 Closed
HT
123
Hefren-Tillotson
Pennsylvania
-4,496 Closed
TF
124
Tompkins Financial
New York
-3,870 Closed
CG
125
Colony Group
Massachusetts
-3,152 Closed