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iShares MSCI KLD 400 Social ETF

139 hedge funds and large institutions have $281M invested in iShares MSCI KLD 400 Social ETF in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 2 closing their positions.

Holders
139
Holders Change
+17
Holders Change %
+13.93%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
20
Increased
43
Reduced
31
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TCOV
101
Trust Company of Vermont
Vermont
$166K 2,010 -926 -32%
WTC
102
WhitTier Trust Company
Nevada
$160K 1,944
AIM
103
Acropolis Investment Management
Missouri
$147K 1,780
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$146K 1,774
HR
105
Howe & Rusling
New York
$141K 1,716
BCM
106
Blume Capital Management
California
$136K 1,654 +254 +18%
PSC
107
Prentiss Smith & Co
Vermont
$120K 1,460
MPWT
108
MassMutual Private Wealth & Trust
Connecticut
$117K 1,425 +1,425 New
JFA
109
JNBA Financial Advisors
Minnesota
$109K 1,326 +1,326 New
DADC
110
D.A. Davidson & Co
Montana
$101K 1,230 +30 +3%
TFO
111
Tarbox Family Office
California
$99K 1,204
MBT
112
Montecito Bank & Trust
California
$96K 1,167 +1,167 New
GI
113
Gradient Investments
Minnesota
$71K 867
AWM
114
AllSquare Wealth Management
New York
$63K 762 +410 +116%
AC
115
Alexandria Capital
Virginia
$56K 674
GRP
116
Global Retirement Partners
California
$52K 631 +631 New
LNB
117
Ledyard National Bank
$49K 600
FWM
118
Focused Wealth Management
New York
$49K 598 +3 +0.5%
AA
119
Ancora Advisors
Ohio
$47K 575 +575 New
BIG
120
Bellwether Investment Group
Tennessee
$38K 456 +456 New
TCM
121
TD Capital Management
Tennessee
$34K 414 +2 +0.5%
EWM
122
Evercore Wealth Management
New York
$29K 349
CFA
123
CT Financial Advisors
Pennsylvania
$26.9K 326
NFG
124
Next Financial Group
Texas
$23K 274
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K 232