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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

122 hedge funds and large institutions have $247M invested in iShares MSCI KLD 400 Social ETF in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 5 closing their positions.

Holders
122
Holders Change
+4
Holders Change %
+3.39%
% of All Funds
3.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
38
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$49.5M
2
SG Americas Securities
2
SG Americas Securities
New York
$3.21M
3
Jane Street
3
Jane Street
New York
$2.65M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$22.4M
5
CJA
5
C-J Advisory
California
$1.94M

Top Sellers

1
SB
1
Suntrust Banks
Georgia
$9.89M
2
BG
2
Bahl & Gaynor
Ohio
$1.6M
3
Wells Fargo
3
Wells Fargo
California
$6.82M
4
BAAM
4
Baker Avenue Asset Management
California
$0
5
PA
5
Paracle Advisors
Washington
$2.52M
Name Market Value Shares Shares
Change 		Shares
Change %
GI
101
Gradient Investments
Minnesota
$70K 867 +867 New
AC
102
Alexandria Capital
Virginia
$54K 674 – –
LNB
103
Ledyard National Bank
$48K 600 – –
FWM
104
Focused Wealth Management
New York
$48K 595 – –
TCM
105
TD Capital Management
Tennessee
$33K 412 +1 +0.2%
EWM
106
Evercore Wealth Management
New York
$28K 349 – –
AWM
107
AllSquare Wealth Management
New York
$28K 352 – –
CFA
108
CT Financial Advisors
Pennsylvania
$26.2K 326 – –
NFG
109
Next Financial Group
Texas
$22K 274 +274 New
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K 232 +200 +625%
BWP
111
Baldwin Wealth Partners
Massachusetts
$16K 200 +200 New
PG
112
Patten Group
Tennessee
$15.8K 200 – –
SSB
113
Sandy Spring Bank
Maryland
$12K 150 – –
KT
114
Kanaly Trust
Texas
$10K 121 +28 +30%
ATC
115
Adirondack Trust Company
New York
$8K 100 – –
WT
116
Whittier Trust
California
$7K 85 – –
TRCT
117
Tower Research Capital (TRC)
New York
$7K 85 +85 New
CDIA
118
Capital Directions Investment Advisors
Georgia
$6K 72 – –
GWM
119
Geneos Wealth Management
Colorado
$5K 70 – –
SBL
120
Sargent Bickham Lagudis
Colorado
$1.28K 15,841 -9,025 -36%
BAAM
121
Baker Avenue Asset Management
California
– – -8,620 Closed
NPC
122
National Planning Corporation
California
– – -4,382 Closed
CCM
123
Colorado Capital Management
Colorado
– – -2,766 Closed
JFA
124
JNBA Financial Advisors
Minnesota
– – -1,326 Closed
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
– – -405 Closed
2 3 4
5
6