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iShares MSCI KLD 400 Social ETF

259 hedge funds and large institutions have $677M invested in iShares MSCI KLD 400 Social ETF in 2019 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
259
Holders Change
+12
Holders Change %
+4.86%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
32
Increased
100
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$644K 5,891 +348 +6%
BAM
102
Barrett Asset Management
New York
$620K 5,666 +200 +4%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$604K 5,527 +3,790 +218%
HA
104
Harfst & Associates
Wyoming
$603K 5,521 -60 -1%
CBU
105
CIBC Bank USA
Illinois
$594K 5,430
PBO
106
Peoples Bank (Ohio)
Ohio
$593K 5,419 -796 -13%
CPIG
107
Chicago Partners Investment Group
Illinois
$587K 5,276 +10 +0.2%
ZCI
108
Zevenbergen Capital Investments
Washington
$577K 5,278
RJT
109
Raymond James Trust
Florida
$570K 5,209 -367 -7%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$564K 5,155 -689 -12%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$560K 2,569
BMM
112
Buffington Mohr McNeal
Idaho
$556K 5,086
WWM
113
Western Wealth Management
Colorado
$550K 5,043
ASN
114
Advisory Services Network
Georgia
$538K 4,918 +290 +6%
CAN
115
Cetera Advisor Networks
California
$534K 4,895 +131 +3%
JGUA
116
John G. Ullman & Associates
New York
$525K 4,800 -1,500 -24%
BSWM
117
Boston Standard Wealth Management
Massachusetts
$518K 4,683 -5,738 -55%
FAIM
118
Financial Advocates Investment Management
Washington
$513K 4,693 -27 -0.6%
WCWM
119
Willow Creek Wealth Management
California
$486K 4,442 +4,442 New
Franklin Resources
120
Franklin Resources
California
$475K 4,345 -5,260 -55%
Citigroup
121
Citigroup
New York
$473K 4,326 -27 -0.6%
HWM
122
Highwater Wealth Management
Colorado
$456K 4,169 -248 -6%
AIM
123
Acropolis Investment Management
Missouri
$456K 4,170
PO
124
Private Ocean
California
$454K 4,156 -17 -0.4%
WT
125
Whittier Trust
California
$452K 4,135