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iShares MSCI KLD 400 Social ETF

89 hedge funds and large institutions have $144M invested in iShares MSCI KLD 400 Social ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
89
Holders Change
-4
Holders Change %
-4.3%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
35
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$18.3M 236,638 +47,270 +25%
Bank of America
2
Bank of America
North Carolina
$17.6M 227,576 +24,321 +12%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12.3M 159,599 +10,475 +7%
UBS Group
4
UBS Group
Switzerland
$10.3M 133,333 +6,964 +6%
SB
5
Suntrust Banks
Georgia
$9.16M 118,638
BG
6
Bahl & Gaynor
Ohio
$8.21M 106,239 -3,177 -3%
Morgan Stanley
7
Morgan Stanley
New York
$5.45M 70,578 +7,556 +12%
Wells Fargo
8
Wells Fargo
California
$4.58M 59,320 +8,822 +17%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$4.39M 56,853 -12 -0%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$4.14M 53,635 +4,713 +10%
GC
11
Gibson Capital
Pennsylvania
$3.7M 47,942 -2,050 -4%
PA
12
Paracle Advisors
Washington
$3.65M 47,298 -455 -1%
US Bancorp
13
US Bancorp
Minnesota
$3.32M 43,017 +2,167 +5%
Jane Street
14
Jane Street
New York
$2.62M 33,955 +4,173 +14%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.6M 33,656 +400 +1%
LPL Financial
16
LPL Financial
California
$2.43M 31,593 +1,518 +5%
TAM
17
Trillium Asset Management
Massachusetts
$1.8M 23,336 -16,972 -42%
RC
18
RegentAtlantic Capital
New Jersey
$1.78M 22,987 +721 +3%
Citadel Advisors
19
Citadel Advisors
Florida
$1.6M 20,760 -12,764 -38%
Ameriprise
20
Ameriprise
Minnesota
$1.48M 19,097 +682 +4%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$1.15M 14,850 +100 +0.7%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.09M 14,112 +10,387 +279%
BSWM
23
Boston Standard Wealth Management
Massachusetts
$1.06M 13,576 -711 -5%
FWM
24
Frontier Wealth Management
Missouri
$1.02M 13,244 +13,244 New
JFGIW
25
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$939K 12,157 -232 -2%