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iShares MSCI KLD 400 Social ETF

74 hedge funds and large institutions have $102M invested in iShares MSCI KLD 400 Social ETF in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
24
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$12M 173,353 +18,779 +12%
SB
2
Suntrust Banks
Georgia
$8.61M 124,581 -12,994 -9%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$8.51M 123,173 +40,687 +49%
BG
4
Bahl & Gaynor
Ohio
$8.43M 121,963 +121,963 New
Northern Trust
5
Northern Trust
Illinois
$6.4M 92,677 -6,678 -7%
U
6
UBS
Switzerland
$6.39M 92,508 +29,746 +47%
Goldman Sachs
7
Goldman Sachs
New York
$5.51M 79,725 -5 -0%
BP
8
Ballentine Partners
Massachusetts
$4.83M 69,961
GC
9
Gibson Capital
Pennsylvania
$3.42M 49,518 -1,469 -3%
RNS
10
Robert N. Shapiro
$2.87M 41,558
US Bancorp
11
US Bancorp
Minnesota
$2.84M 41,145
Morgan Stanley
12
Morgan Stanley
New York
$2.84M 41,032 +8,833 +27%
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$2.22M 32,050 +6,250 +24%
Wells Fargo
14
Wells Fargo
California
$1.8M 26,086 +10,758 +70%
RC
15
RegentAtlantic Capital
New Jersey
$1.49M 21,608
LPL Financial
16
LPL Financial
California
$1.49M 21,589 +3,933 +22%
BIM
17
BlackRock Investment Management
Delaware
$1.43M 20,656 +20,656 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.22M 17,619 +4,928 +39%
BCIM
19
British Columbia Investment Management
British Columbia, Canada
$1.04M 15,000 -10,000 -40%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$971K 14,056 +2,136 +18%
JFGIW
21
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$916K 13,252 +3,867 +41%
Mariner
22
Mariner
Kansas
$904K 13,079 +13,079 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$884K 12,800
P
24
Pitcairn
Pennsylvania
$881K 12,744 -2,669 -17%
TAM
25
Trillium Asset Management
Massachusetts
$873K 1,263,700 +1,256,498 +17,447%