DSI icon

iShares MSCI KLD 400 Social ETF

76 hedge funds and large institutions have $106M invested in iShares MSCI KLD 400 Social ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
24
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$11.9M 169,926 -3,427 -2%
Goldman Sachs
2
Goldman Sachs
New York
$9.82M 139,792 +60,067 +75%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$8.55M 121,696 -1,477 -1%
SB
4
Suntrust Banks
Georgia
$8.4M 119,571 -5,010 -4%
BG
5
Bahl & Gaynor
Ohio
$8.3M 118,211 -3,752 -3%
U
6
UBS
Switzerland
$7.87M 112,002 +19,494 +21%
Northern Trust
7
Northern Trust
Illinois
$6.51M 92,677
GC
8
Gibson Capital
Pennsylvania
$3.17M 45,172 -4,346 -9%
Wells Fargo
9
Wells Fargo
California
$3.08M 43,804 +17,718 +68%
Morgan Stanley
10
Morgan Stanley
New York
$2.94M 41,815 +783 +2%
RNS
11
Robert N. Shapiro
$2.92M 41,558
US Bancorp
12
US Bancorp
Minnesota
$2.89M 41,145
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$2.17M 30,950 -1,100 -3%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.16M 30,763 +30,763 New
LPL Financial
15
LPL Financial
California
$1.56M 22,169 +580 +3%
RC
16
RegentAtlantic Capital
New Jersey
$1.46M 20,793 -815 -4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.35M 19,159 +1,540 +9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$987K 14,050 -6 -0%
Mariner
19
Mariner
Kansas
$981K 13,967 +888 +7%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$970K 13,800 +1,000 +8%
Ameriprise
21
Ameriprise
Minnesota
$951K 13,547 +814 +6%
JFGIW
22
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$931K 13,253 +1 +0%
P
23
Pitcairn
Pennsylvania
$895K 12,744
JMFC
24
J.M. Forbes & Co
Massachusetts
$773K 11,009 -150 -1%
CC
25
Callan Capital
California
$722K 10,275