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iShares MSCI KLD 400 Social ETF

145 hedge funds and large institutions have $285M invested in iShares MSCI KLD 400 Social ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
53
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bessemer Group
126
Bessemer Group
New Jersey
$42K 465 +270 +138%
WAM
127
Watermark Asset Management
California
$41K 464 -78 -14%
AC
128
Alexandria Capital
Virginia
$40K 447 -227 -34%
EWM
129
Evercore Wealth Management
New York
$31K 349
HI
130
Hudock Inc
Pennsylvania
$29K 333 +194 +140%
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21K 232 +100 +76%
ATC
132
Adirondack Trust Company
New York
$19K 215 +115 +115%
PG
133
Patten Group
Tennessee
$18K 200
BWP
134
Baldwin Wealth Partners
Massachusetts
$18K 200
PA
135
Parallel Advisors
California
$14K 153 +143 +1,430%
NFG
136
Next Financial Group
Texas
$13K 144 -130 -47%
CB
137
Community Bank
New York
$11K 125
GWM
138
Geneos Wealth Management
Colorado
$9K 110 +40 +57%
SSB
139
Sandy Spring Bank
Maryland
$8K 90
WT
140
Whittier Trust
California
$8K 85
CT
141
Clearstead Trust
Maine
$6K 65 +65 New
BlackRock
142
BlackRock
New York
$6K 68 +68 New
SPIA
143
Steward Partners Investment Advisory
New York
$6K 70 +70 New
CFD
144
Creative Financial Designs
Indiana
$4K 40 +40 New
SG Americas Securities
145
SG Americas Securities
New York
-19,069 Closed
SDWMA
146
Schneider Downs Wealth Management Advisors
Pennsylvania
-5,419 Closed
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
-2,456 Closed
AWM
148
AllSquare Wealth Management
New York
-762 Closed
BIG
149
Bellwether Investment Group
Tennessee
-456 Closed
SF
150
Synovus Financial
Georgia
-126 Closed