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iShares MSCI KLD 400 Social ETF

180 hedge funds and large institutions have $437M invested in iShares MSCI KLD 400 Social ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
180
Holders Change
+20
Holders Change %
+12.5%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
29
Increased
67
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SCA
151
Stuart Chaussee & Associates
California
$55K 555
CT
152
Clearstead Trust
Maine
$54K 547 +317 +138%
SWM
153
SeaCrest Wealth Management
New York
$53K 537 +537 New
HCA
154
Heck Capital Advisors
Wisconsin
$51.4K 523 +380 +266%
Bessemer Group
155
Bessemer Group
New Jersey
$49K 497
PFA
156
Pathway Financial Advisors
Vermont
$46K 470 +470 New
SPIA
157
Steward Partners Investment Advisory
New York
$44K 452 +300 +197%
GRP
158
Global Retirement Partners
California
$42K 426
HI
159
Hudock Inc
Pennsylvania
$33K 336 +3 +0.9%
Manulife (Manufacturers Life Insurance)
160
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33K 332 +100 +43%
GWM
161
Geneos Wealth Management
Colorado
$32K 329
CWM
162
Catamount Wealth Management
Connecticut
$28K 284 +284 New
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$27K 275
MIFH
164
Migdal Insurance & Financial Holdings
Israel
$23K 235 -105 -31%
ATC
165
Adirondack Trust Company
New York
$21K 215
PA
166
Parallel Advisors
California
$21K 218 +65 +42%
RFA
167
Reilly Financial Advisors
California
$21K 217 +217 New
BWP
168
Baldwin Wealth Partners
Massachusetts
$20K 200
PG
169
Patten Group
Tennessee
$20K 200
MFT
170
Moisand Fitzgerald Tamayo
Florida
$14K 140
CB
171
Community Bank
New York
$12K 125
TWA
172
TCI Wealth Advisors
Arizona
$11K 111 +111 New
SSB
173
Sandy Spring Bank
Maryland
$9K 90
TF
174
Tompkins Financial
New York
$9K 91 +91 New
APA
175
American Portfolios Advisors
New York
$7.86K 80 +80 New