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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

235 hedge funds and large institutions have $551M invested in iShares MSCI KLD 400 Social ETF in 2018 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 90 increasing their positions, 48 reducing their positions, and 29 closing their positions.

Holders
235
Holders Change
+11
Holders Change %
+4.91%
% of All Funds
5.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
90
Reduced
48
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$101M
2
TAM
2
Trillium Asset Management
Massachusetts
$14.5M
3
BlackRock
3
BlackRock
New York
$12.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$51.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.21M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$584K
2
FA
2
Forefront Analytics
Pennsylvania
$0
3
UBS Group
3
UBS Group
Switzerland
$17.2M
4
RA
4
Rational Advisors
New York
$0
5
TCM
5
Tuttle Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
101
Northern Trust
Illinois
$490K 5,271 +5,271 New
JGUA
102
John G. Ullman & Associates
New York
$484K 5,200 – –
RJT
103
Raymond James Trust
Florida
$478K 5,141 +1,852 +56%
MWM
104
Merriman Wealth Management
Washington
$473K 5,029 – –
AIA
105
Arbor Investment Advisors
North Carolina
$471K 5,065 +38 +0.8%
WWM
106
Western Wealth Management
Colorado
$455K 4,891 +4,891 New
FFA
107
First Foundation Advisors
California
$448K 4,817 -42 -0.9%
BMM
108
Buffington Mohr McNeal
Idaho
$443K 4,761 +450 +10%
FI
109
Financial Insights
Washington
$433K 4,305 +4,305 New
CAN
110
Cetera Advisor Networks
California
$432K 4,614 -182 -4%
WAM
111
Wealthspire Advisors (Maryland)
Maryland
$414K 4,450 -871 -16%
HWM
112
Highwater Wealth Management
Colorado
$405K 4,358 +4,358 New
Citigroup
113
Citigroup
New York
$400K 4,303 -88 -2%
AIM
114
Acropolis Investment Management
Missouri
$397K 4,270 +2,280 +115%
CFSG
115
Community Financial Services Group
Vermont
$389K 4,179 +55 +1%
FAIM
116
Financial Advocates Investment Management
Washington
$387K 4,162 -396 -9%
CC
117
Callan Capital
California
$385K 4,139 -100 -2%
WT
118
Whittier Trust
California
$385K 4,135 +250 +6%
CWM
119
Cranbrook Wealth Management
Michigan
$376K 4,044 +49 +1%
GWM
120
Greenwich Wealth Management
Connecticut
$367K 3,945 – –
PCG
121
Private Capital Group
Connecticut
$357K 3,842 +1,989 +107%
BP
122
BBR Partners
New York
$356K 3,823 – –
CCA
123
Cobblestone Capital Advisors
New York
$346K 3,720 – –
ECG
124
Edge Capital Group
Georgia
$341K 3,672 +3,672 New
WF
125
WealthTrust Fairport
Ohio
$332K 3,571 – –
3 4
5
6 7