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iShares MSCI KLD 400 Social ETF

205 hedge funds and large institutions have $444M invested in iShares MSCI KLD 400 Social ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+13
Holders Change %
+6.77%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
69
Reduced
49
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EA
101
Edge Advisors
Georgia
$370K
WF
102
WealthTrust Fairport
Ohio
$360K -$20.3K -402 -5%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$358K +$312K +6,170 +686%
BTW
104
Boston Trust Walden
Massachusetts
$350K -$1.01K -20 -0.3%
CFSG
105
Community Financial Services Group
Vermont
$347K -$69.6K -1,380 -17%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$346K +$221K +4,368 +176%
MA
107
MUFG Americas
New York
$320K +$4.95K +98 +2%
VCM
108
Vivaldi Capital Management
Illinois
$314K -$76.4K -1,512 -20%
LIC
109
Lodestar Investment Counsel
Illinois
$313K
BCM
110
Brookstone Capital Management
Illinois
$312K +$312K +6,190 New
DWT
111
Dorsey & Whitney Trust
South Dakota
$304K -$99.2K -1,968 -25%
B
112
Bailard
California
$303K
ZCI
113
Zevenbergen Capital Investments
Washington
$299K +$299K +5,916 New
PO
114
Private Ocean
California
$297K
SCM
115
Stordahl Capital Management
Colorado
$297K +$5.55K +110 +2%
LRIA
116
Leonard Rickey Investment Advisors
Washington
$291K
ASN
117
Advisory Services Network
Georgia
$291K +$291K +5,524 New
TWM
118
Titus Wealth Management
California
$272K -$5.35K -106 -2%
FLPIM
119
F.L. Putnam Investment Management
Massachusetts
$260K
HA
120
Harborview Advisors
Maine
$254K +$25.3K +500 +11%
BCM
121
Blume Capital Management
California
$252K +$82K +1,624 +48%
CCM
122
Catawba Capital Management
Virginia
$251K -$70.7K -1,400 -22%
CG
123
Colony Group
Massachusetts
$251K -$17.4K -344 -6%
SIAP
124
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$247K
PA
125
Prism Advisors
California
$244K