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iShares MSCI KLD 400 Social ETF

224 hedge funds and large institutions have $526M invested in iShares MSCI KLD 400 Social ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+19
Holders Change %
+9.27%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
88
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFBTD
126
MB Financial Bank - Trust Department
Illinois
$306K +$306K +5,724 New
BTS
127
BB&T Securities
Virginia
$305K +$68.2K +1,282 +29%
EIC
128
Equity Investment Corp
Georgia
$303K +$303K +5,684 New
LRIA
129
Leonard Rickey Investment Advisors
Washington
$301K -$6.19K -116 -2%
FAAS
130
First Allied Advisory Services
California
$291K +$54.9K +1,030 +23%
FLPIM
131
F.L. Putnam Investment Management
Massachusetts
$275K
SCM
132
Stordahl Capital Management
Colorado
$272K -$23K -460 -8%
TWM
133
Titus Wealth Management
California
$268K -$20.2K -378 -7%
BCM
134
Blume Capital Management
California
$267K
CG
135
Colony Group
Massachusetts
$266K
WCM
136
Weatherstone Capital Management
Colorado
$260K +$260K +4,862 New
OAM
137
Occidental Asset Management
California
$257K +$257K +4,804 New
GAM
138
Gould Asset Management
California
$253K +$253K +4,738 New
VC
139
Vicus Capital
Pennsylvania
$252K +$252K +4,710 New
MPWT
140
MassMutual Private Wealth & Trust
Connecticut
$248K +$30.4K +570 +14%
MIA
141
MainStreet Investment Advisors
Illinois
$248K +$30.4K +570 +14%
HCA
142
Heck Capital Advisors
Wisconsin
$244K
Cerity Partners
143
Cerity Partners
New York
$236K
MWM
144
Mascoma Wealth Management
New Hampshire
$235K +$214K +4,014 +1,014%
WF
145
WoodTrust Financial
Wisconsin
$234K -$3.84K -72 -2%
CAG
146
Crestwood Advisors Group
Massachusetts
$234K
PA
147
Prism Advisors
California
$223K -$14.4K -288 -6%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$218K
HPC
149
HM Payson & Co
Maine
$214K -$30K -560 -12%
CSM
150
CAMG Solamere Management
North Carolina
$213K