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iShares MSCI KLD 400 Social ETF

143 hedge funds and large institutions have $270M invested in iShares MSCI KLD 400 Social ETF in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 7 closing their positions.

Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
45
Reduced
36
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NPC
101
National Planning Corporation
California
$200K 2,311 +2,311 New
WAM
102
Wealthspire Advisors (Maryland)
Maryland
$193K 2,222 -13,918 -86%
TCOV
103
Trust Company of Vermont
Vermont
$174K 2,010
WTC
104
WhitTier Trust Company
Nevada
$169K 1,944
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$154K 1,774
HA
106
Harfst & Associates
Wyoming
$154K 1,781 +1,781 New
HR
107
Howe & Rusling
New York
$149K 1,716
AIM
108
Acropolis Investment Management
Missouri
$146K 1,680 -100 -6%
BCM
109
Blume Capital Management
California
$146K 1,684 +30 +2%
MPWT
110
MassMutual Private Wealth & Trust
Connecticut
$128K 1,475 +50 +4%
PSC
111
Prentiss Smith & Co
Vermont
$127K 1,460
JFA
112
JNBA Financial Advisors
Minnesota
$115K 1,326
DADC
113
D.A. Davidson & Co
Montana
$106K 1,230
WIM
114
Westside Investment Management
California
$69K 800 +800 New
AWM
115
AllSquare Wealth Management
New York
$66K 762
TCM
116
TD Capital Management
Tennessee
$61K 704 +290 +70%
AC
117
Alexandria Capital
Virginia
$58K 674
FWM
118
Focused Wealth Management
New York
$58K 668 +70 +12%
GRP
119
Global Retirement Partners
California
$55K 631
LNB
120
Ledyard National Bank
$52K 600
WAM
121
Watermark Asset Management
California
$47K 542 +542 New
BIG
122
Bellwether Investment Group
Tennessee
$40K 456
EWM
123
Evercore Wealth Management
New York
$30K 349
CFA
124
CT Financial Advisors
Pennsylvania
$28.3K 326
NFG
125
Next Financial Group
Texas
$24K 274