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iShares MSCI KLD 400 Social ETF

79 hedge funds and large institutions have $116M invested in iShares MSCI KLD 400 Social ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
31
Reduced
9
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
$13.3M 181,449 -188 -0.1%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$10.5M 143,689 +14,612 +11%
Goldman Sachs
3
Goldman Sachs
New York
$10.1M 137,012 -2,780 -2%
U
4
UBS
Switzerland
$8.77M 119,517 +4,492 +4%
SB
5
Suntrust Banks
Georgia
$8.71M 118,638 -867 -0.7%
BG
6
Bahl & Gaynor
Ohio
$8.06M 109,851 -4,135 -4%
Morgan Stanley
7
Morgan Stanley
New York
$4.59M 62,517 -1,922 -3%
Wells Fargo
8
Wells Fargo
California
$3.66M 49,926 +2,563 +5%
PA
9
Paracle Advisors
Washington
$3.62M 49,392 +49,392 New
GC
10
Gibson Capital
Pennsylvania
$3.58M 48,854 +3,000 +7%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$3.48M 47,427 +16,477 +53%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.06M 41,679 +283 +0.7%
RNS
13
Robert N. Shapiro
$3.05M 41,558
US Bancorp
14
US Bancorp
Minnesota
$2.99M 40,709 +234 +0.6%
LPL Financial
15
LPL Financial
California
$1.97M 27,217 +260 +1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.95M 26,560 +5,795 +28%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.58M 21,490 -30,078 -58%
RC
18
RegentAtlantic Capital
New Jersey
$1.56M 21,285
Ameriprise
19
Ameriprise
Minnesota
$1.2M 16,399 +956 +6%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$1.08M 14,750 +950 +7%
TAM
21
Trillium Asset Management
Massachusetts
$1.08M 14,658 +4,250 +41%
Mariner
22
Mariner
Kansas
$1.03M 14,050 +43 +0.3%
JFGIW
23
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$895K 12,188 +594 +5%
P
24
Pitcairn
Pennsylvania
$859K 11,702 -1,042 -8%
AC
25
Alexandria Capital
Virginia
$829K 11,293