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iShares MSCI KLD 400 Social ETF

160 hedge funds and large institutions have $366M invested in iShares MSCI KLD 400 Social ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
61
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
126
AllSquare Wealth Management
New York
$71K 762 +762 New
FANJ
127
Financial Architects (New Jersey)
New Jersey
$68K 728
TCM
128
TD Capital Management
Tennessee
$66K 709 +3 +0.4%
FWM
129
Focused Wealth Management
New York
$64K 687 +19 +3%
RFWA
130
RPg Family Wealth Advisory
Massachusetts
$63.8K 687
LWA
131
Lenox Wealth Advisors
New York
$63K 684 -153 -18%
LNB
132
Ledyard National Bank
$56K 600
SCA
133
Stuart Chaussee & Associates
California
$52K 555 +555 New
IA
134
IFP Advisors
Florida
$51K 544 +36 +7%
Bessemer Group
135
Bessemer Group
New Jersey
$46K 497 +32 +7%
WAM
136
Watermark Asset Management
California
$43K 466 +2 +0.4%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$43K 458 +458 New
AC
138
Alexandria Capital
Virginia
$42K 447
GRP
139
Global Retirement Partners
California
$38K 426 -205 -32%
MIFH
140
Migdal Insurance & Financial Holdings
Israel
$32K 340 +340 New
HI
141
Hudock Inc
Pennsylvania
$31K 333
GWM
142
Geneos Wealth Management
Colorado
$30K 329 +219 +199%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$26K 275 +275 New
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22K 232
CT
145
Clearstead Trust
Maine
$21K 230 +165 +254%
ATC
146
Adirondack Trust Company
New York
$20K 215
PG
147
Patten Group
Tennessee
$19K 200
BWP
148
Baldwin Wealth Partners
Massachusetts
$19K 200
PA
149
Parallel Advisors
California
$15K 153
SPIA
150
Steward Partners Investment Advisory
New York
$14K 152 +82 +117%