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iShares MSCI KLD 400 Social ETF

205 hedge funds and large institutions have $444M invested in iShares MSCI KLD 400 Social ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+13
Holders Change %
+6.77%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
69
Reduced
49
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HR
151
Howe & Rusling
New York
$154K
WAP
152
Wealthcare Advisory Partners
Pennsylvania
$144K -$48.3K -954 -25%
JFA
153
JNBA Financial Advisors
Minnesota
$134K
IA
154
IFP Advisors
Florida
$129K +$61.4K +1,220 +91%
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119K
VCM
156
Vigilant Capital Management
Maine
$110K
AF
157
Advisornet Financial
Minnesota
$104K -$1.62K -32 -2%
HI
158
Harrington Investments
California
$101K
PCG
159
Private Capital Group
Connecticut
$101K
PSC
160
Prentiss Smith & Co
Vermont
$101K
AWM
161
AllSquare Wealth Management
New York
$89K -$6.39K -126 -7%
Bessemer Group
162
Bessemer Group
New Jersey
$85K
BBA
163
Braun-Bostich & Associates
Pennsylvania
$83K +$11.2K +222 +16%
FWM
164
Focused Wealth Management
New York
$82K
RFWA
165
RPg Family Wealth Advisory
Massachusetts
$81.2K
WIM
166
Westside Investment Management
California
$81K
WAM
167
Watermark Asset Management
California
$81K +$9.08K +180 +13%
FEG
168
Financial Enhancement Group
Indiana
$79K
PAI
169
Pittenger & Anderson Inc
Nebraska
$77K -$2.03K -40 -3%
FANJ
170
Financial Architects (New Jersey)
New Jersey
$73K
TCM
171
TD Capital Management
Tennessee
$72K
LWA
172
Lenox Wealth Advisors
New York
$68K -$810 -16 -1%
GRP
173
Global Retirement Partners
California
$68K
CT
174
Clearstead Trust
Maine
$65K +$65K +1,296 New
Manulife (Manufacturers Life Insurance)
175
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$64K