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iShares MSCI KLD 400 Social ETF

118 hedge funds and large institutions have $215M invested in iShares MSCI KLD 400 Social ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
118
Holders Change
Holders Change %
0%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
38
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LNB
101
Ledyard National Bank
$46K 600
FWM
102
Focused Wealth Management
New York
$46K 595 +2 +0.3%
BIG
103
Bellwether Investment Group
Tennessee
$35K 456 +456 New
TCM
104
TD Capital Management
Tennessee
$32K 411 +2 +0.5%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$32K 405 +115 +40%
EWM
106
Evercore Wealth Management
New York
$27K 349
AWM
107
AllSquare Wealth Management
New York
$27K 352
CFA
108
CT Financial Advisors
Pennsylvania
$25.2K 326
PG
109
Patten Group
Tennessee
$15.5K 200
SSB
110
Sandy Spring Bank
Maryland
$12K 150
ATC
111
Adirondack Trust Company
New York
$8K 100 -105 -51%
KT
112
Kanaly Trust
Texas
$7K 93
WT
113
Whittier Trust
California
$7K 85
CDIA
114
Capital Directions Investment Advisors
Georgia
$6K 72 +72 New
GWM
115
Geneos Wealth Management
Colorado
$5K 70
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K 32
WIM
117
Waverton Investment Management
United Kingdom
-55,100 Closed
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
-23,903 Closed
AIG
119
American International Group
New York
-12,729 Closed
AssetMark Inc
120
AssetMark Inc
California
$0 5 -8,575 -100%
SG Americas Securities
121
SG Americas Securities
New York
-7,883 Closed
IIM
122
Ipswich Investment Management
Massachusetts
-650 Closed
IA
123
IFP Advisors
Florida
-384 Closed
MFT
124
Moisand Fitzgerald Tamayo
Florida
-169 Closed
TRCT
125
Tower Research Capital (TRC)
New York
-87 Closed