We are live on ! Find out more
DSI icon

iShares MSCI KLD 400 Social ETF
DSI

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.

New
Increased
Maintained
Reduced
Closed

72.74% more ownership

Funds ownership: 0% → 72.74% (+73%)

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

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
1
Suntrust Banks
Georgia
$9.02M +$8.99M +298,964 New
Bank of America
2
Bank of America
North Carolina
$9.02M +$8.98M +298,762 New
Northern Trust
3
Northern Trust
Illinois
$6.48M +$6.45M +214,614 New
Goldman Sachs
4
Goldman Sachs
New York
$5.28M +$5.26M +174,864 New
JP Morgan Chase
5
JP Morgan Chase
New York
$4.9M +$4.88M +162,390 New
BP
6
Ballentine Partners
Massachusetts
$4.22M +$4.21M +139,922 New
GC
7
Gibson Capital
Pennsylvania
$3.52M +$3.51M +116,652 New
U
8
UBS
Switzerland
$3.52M +$3.5M +116,606 New
RNS
9
Robert N. Shapiro
$2.51M +$2.5M +83,116 New
US Bancorp
10
US Bancorp
Minnesota
$2.48M +$2.47M +82,290 New
BCIM
11
British Columbia Investment Management
British Columbia, Canada
$2.23M +$2.22M +74,000 New
Morgan Stanley
12
Morgan Stanley
New York
$1.81M +$1.8M +59,866 New
TH
13
Timber Hill
Connecticut
$1.57M +$1.57M +52,100 New
KCG
14
Knight Capital Group
$1.54M +$1.54M +51,182 New
JMFC
15
J.M. Forbes & Co
Massachusetts
$1.15M +$1.15M +38,164 New
KFS
16
KMS Financial Services
Washington
$1.04M +$1.04M +34,490 New
RC
17
RegentAtlantic Capital
New Jersey
$1.03M +$1.03M +34,152 New
P
18
Pitcairn
Pennsylvania
$930K +$926K +30,826 New
Wells Fargo
19
Wells Fargo
California
$927K +$924K +30,732 New
MWAM
20
Mariner Wealth Advisors (Madison)
Kansas
$807K +$804K +26,758 New
JMPWA
21
JP Morgan Private Wealth Advisors
California
$791K +$787K +26,200 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$788K +$785K +26,122 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$772K +$769K +25,600 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$694K +$692K +23,014 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$646K +$644K +21,418 New
1
2 3