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iShares MSCI KLD 400 Social ETF

192 hedge funds and large institutions have $398M invested in iShares MSCI KLD 400 Social ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+12
Holders Change %
+6.67%
% of All Funds
4.41%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
71
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BTW
101
Boston Trust Walden
Massachusetts
$340K
VA
102
Valmark Advisers
Ohio
$336K -$27.8K -568 -8%
PCA
103
Personal Capital Advisors
California
$320K +$320K +6,556 New
CCM
104
Catawba Capital Management
Virginia
$311K
CPIG
105
Chicago Partners Investment Group
Illinois
$307K +$307K +6,288 New
MA
106
MUFG Americas
New York
$305K -$9.78K -200 -3%
LIC
107
Lodestar Investment Counsel
Illinois
$303K -$9.77K -200 -3%
B
108
Bailard
California
$293K
BMM
109
Buffington Mohr McNeal
Idaho
$293K
PO
110
Private Ocean
California
$287K +$287K +5,880 New
WCM
111
Weatherstone Capital Management
Colorado
$284K +$42.4K +866 +18%
SCM
112
Stordahl Capital Management
Colorado
$283K +$283K +5,782 New
LRIA
113
Leonard Rickey Investment Advisors
Washington
$281K -$5.56K -114 -2%
MFW
114
Meristem Family Wealth
Minnesota
$281K +$195 +4 +0.1%
TWM
115
Titus Wealth Management
California
$268K +$268K +5,494 New
CG
116
Colony Group
Massachusetts
$260K +$5.18K +106 +2%
FLPIM
117
F.L. Putnam Investment Management
Massachusetts
$252K -$17.9K -366 -7%
BTS
118
BB&T Securities
Virginia
$247K +$247K +5,056 New
DWM
119
Destination Wealth Management
California
$243K -$456K -20,760 -65%
PA
120
Prism Advisors
California
$240K -$49.5K -980 -17%
SIAP
121
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$240K
HPC
122
HM Payson & Co
Maine
$222K
HA
123
Harborview Advisors
Maine
$221K +$221K +4,526 New
WAM
124
Wealthspire Advisors (Maryland)
Maryland
$220K +$684 +14 +0.3%
WF
125
WoodTrust Financial
Wisconsin
$214K -$11K -226 -5%