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iShares MSCI KLD 400 Social ETF

143 hedge funds and large institutions have $270M invested in iShares MSCI KLD 400 Social ETF in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 7 closing their positions.

Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
45
Reduced
36
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PG
126
Patten Group
Tennessee
$17K 200
BWP
127
Baldwin Wealth Partners
Massachusetts
$17K 200
Bessemer Group
128
Bessemer Group
New Jersey
$17K 195 +195 New
FANJ
129
Financial Architects (New Jersey)
New Jersey
$12K 148 +62 +72%
HI
130
Hudock Inc
Pennsylvania
$12K 139 +139 New
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K 132 -100 -43%
CB
132
Community Bank
New York
$11K 125
SF
133
Synovus Financial
Georgia
$11K 126 +126 New
ATC
134
Adirondack Trust Company
New York
$9K 100
SSB
135
Sandy Spring Bank
Maryland
$8K 90 -60 -40%
WT
136
Whittier Trust
California
$7K 85
GWM
137
Geneos Wealth Management
Colorado
$6K 70
CDIA
138
Capital Directions Investment Advisors
Georgia
$6K 72
IA
139
IFP Advisors
Florida
$2K 22
PA
140
Parallel Advisors
California
$1K 10
TRCT
141
Tower Research Capital (TRC)
New York
$1K 11 +11 New
Jane Street
142
Jane Street
New York
-38,702 Closed
Citadel Advisors
143
Citadel Advisors
Florida
-25,408 Closed
DIA
144
Dana Investment Advisors
Wisconsin
-10,324 Closed
HSA
145
HBK Sorce Advisory
Pennsylvania
-2,876 Closed
TFO
146
Tarbox Family Office
California
-1,204 Closed
MBT
147
Montecito Bank & Trust
California
-1,167 Closed
AA
148
Ancora Advisors
Ohio
-575 Closed
AssetMark Inc
149
AssetMark Inc
California
$0 5
Parallax Volatility Advisers
150
Parallax Volatility Advisers
California
$0 1