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.
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
–
Top Buyers
| 1 |
CWM
1
Cornerstone Wealth Management
St. Peters,
Missouri
|
$6.21M |
| 2 |
2
Betterment LLC
New York
|
$38.1M |
| 3 |
3
JPMorgan Chase & Co
New York
|
$40.1M |
| 4 |
4
UBS Group
Zurich,
Switzerland
|
$33M |
| 5 |
5
Wells Fargo
San Francisco,
California
|
$12.5M |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FIA
201
FNY Investment Advisers
New York
| $4K | 45 | +45 | New |
|
|
AWM
202
Avondale Wealth Management
West Lake Hills,
Texas
| $3K | 33 | – | – |
|
|
IF
203
Ironwood Financial
Tucson,
Arizona
| $2K | 18 | – | – |
|
|
PMG
204
ProVise Management Group
Clearwater,
Florida
| $774 | 7,666 | – | – |
|
205
Jane Street
New York
| – | – | -36,380 | Closed |
|
|
SDWMA
206
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| – | – | -4,222 | Closed |
|
|
WCM
207
Weatherstone Capital Management
Denver,
Colorado
| – | – | -2,903 | Closed |
|
|
MFW
208
Meristem Family Wealth
Minnetonka,
Minnesota
| – | – | -2,880 | Closed |
|
|
WDL
209
Well Done LLC
Holland,
Michigan
| – | – | -1,117 | Closed |
|
210
Parallax Volatility Advisers
San Francisco,
California
| $0 | 1 | – | – |
|