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iShares MSCI KLD 400 Social ETF

160 hedge funds and large institutions have $366M invested in iShares MSCI KLD 400 Social ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
61
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIAP
101
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$228K 2,456
AWM
102
Affinity Wealth Management
Delaware
$220K 2,367
HWM
103
Highwater Wealth Management
Colorado
$214K 2,302 +2,302 New
CFSG
104
Community Financial Services Group
Vermont
$210K 2,265 +2,265 New
Baird Financial Group
105
Baird Financial Group
Wisconsin
$208K 2,235 +2,235 New
WAM
106
Wealthspire Advisors (Maryland)
Maryland
$207K 2,229 +7 +0.3%
CAG
107
Crestwood Advisors Group
Massachusetts
$204K 2,195
WTC
108
WhitTier Trust Company
Nevada
$196K 2,114
AIM
109
Acropolis Investment Management
Missouri
$178K 1,920 +240 +14%
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$174K 1,874 +100 +6%
TCOV
111
Trust Company of Vermont
Vermont
$166K 1,792 -153 -8%
LC
112
Landaas & Company
Wisconsin
$159K 1,714 +1,714 New
BCM
113
Blume Capital Management
California
$156K 1,684
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$146K 1,575
HR
115
Howe & Rusling
New York
$142K 1,525 -70 -4%
MPWT
116
MassMutual Private Wealth & Trust
Connecticut
$137K 1,475
PSC
117
Prentiss Smith & Co
Vermont
$136K 1,460
JFA
118
JNBA Financial Advisors
Minnesota
$123K 1,326
EWM
119
Evercore Wealth Management
New York
$110K 1,183 +834 +239%
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$109K 1,175 -70 -6%
VCM
121
Vigilant Capital Management
Maine
$101K 1,093 +1,093 New
PAI
122
Pittenger & Anderson Inc
Nebraska
$89K 958 -64 -6%
BA
123
Bristlecone Advisors
Washington
$88K 945 +945 New
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$83K 850 +850 New
WIM
125
Westside Investment Management
California
$75.2K 800