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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

68 hedge funds and large institutions have $79M invested in iShares MSCI KLD 400 Social ETF in 2013 Q2 according to their latest regulatory filings, with 68 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
68
Holders Change
+68
Holders Change %
–
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
68
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SB
1
Suntrust Banks
Georgia
$9.02M
2
Bank of America
2
Bank of America
North Carolina
$9.02M
3
Northern Trust
3
Northern Trust
Illinois
$6.48M
4
Goldman Sachs
4
Goldman Sachs
New York
$5.28M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.9M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
SB
1
Suntrust Banks
Georgia
$9.02M 149,482 +149,482 New
Bank of America
2
Bank of America
North Carolina
$9.02M 149,381 +149,381 New
Northern Trust
3
Northern Trust
Illinois
$6.48M 107,307 +107,307 New
Goldman Sachs
4
Goldman Sachs
New York
$5.28M 87,432 +87,432 New
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.9M 81,195 +81,195 New
BP
6
Ballentine Partners
Massachusetts
$4.22M 69,961 +69,961 New
GC
7
Gibson Capital
Pennsylvania
$3.52M 58,326 +58,326 New
U
8
UBS
Switzerland
$3.52M 58,303 +58,303 New
RNS
9
Robert N. Shapiro
$2.51M 41,558 +41,558 New
US Bancorp
10
US Bancorp
Minnesota
$2.48M 41,145 +41,145 New
BCIM
11
British Columbia Investment Management
British Columbia, Canada
$2.23M 37,000 +37,000 New
Morgan Stanley
12
Morgan Stanley
New York
$1.81M 29,933 +29,933 New
TH
13
Timber Hill
Connecticut
$1.57M 26,050 +26,050 New
KCG
14
Knight Capital Group
$1.54M 25,591 +25,591 New
JMFC
15
J.M. Forbes & Co
Massachusetts
$1.15M 19,082 +19,082 New
KFS
16
KMS Financial Services
Washington
$1.04M 17,245 +17,245 New
RC
17
RegentAtlantic Capital
New Jersey
$1.03M 17,076 +17,076 New
P
18
Pitcairn
Pennsylvania
$930K 15,413 +15,413 New
Wells Fargo
19
Wells Fargo
California
$927K 15,366 +15,366 New
MWAM
20
Mariner Wealth Advisors (Madison)
Kansas
$807K 13,379 +13,379 New
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$791K 13,100 +13,100 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$788K 13,061 +13,061 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$772K 12,800 +12,800 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$694K 11,507 +11,507 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$646K 10,709 +10,709 New
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