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iShares MSCI KLD 400 Social ETF

90 hedge funds and large institutions have $156M invested in iShares MSCI KLD 400 Social ETF in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
90
Holders Change
+1
Holders Change %
+1.12%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
33
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$20.3M 266,740 +30,102 +13%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$18.1M 238,586 +78,987 +49%
Bank of America
3
Bank of America
North Carolina
$17.9M 235,952 +8,376 +4%
UBS Group
4
UBS Group
Switzerland
$9.8M 128,766 -4,567 -3%
SB
5
Suntrust Banks
Georgia
$8.99M 118,161 -477 -0.4%
BG
6
Bahl & Gaynor
Ohio
$8.5M 111,767 +5,528 +5%
Morgan Stanley
7
Morgan Stanley
New York
$6.54M 85,948 +15,370 +22%
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$5.11M 67,116 +13,481 +25%
Wells Fargo
9
Wells Fargo
California
$4.79M 62,940 +3,620 +6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$4.33M 56,860 +7 +0%
US Bancorp
11
US Bancorp
Minnesota
$3.78M 49,747 +6,730 +16%
PA
12
Paracle Advisors
Washington
$3.71M 48,758 +1,460 +3%
GC
13
Gibson Capital
Pennsylvania
$3.26M 42,909 -5,033 -10%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.13M 41,086 +26,974 +191%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.61M 34,348 +692 +2%
LPL Financial
16
LPL Financial
California
$2.41M 31,498 -95 -0.3%
Jane Street
17
Jane Street
New York
$1.99M 26,165 -7,790 -23%
TAM
18
Trillium Asset Management
Massachusetts
$1.75M 23,026 -310 -1%
RC
19
RegentAtlantic Capital
New Jersey
$1.75M 22,987
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$1.72M 22,612 +7,762 +52%
SG Americas Securities
21
SG Americas Securities
New York
$1.44M 18,875 +12,675 +204%
FWM
22
Frontier Wealth Management
Missouri
$1.01M 13,244
BSWM
23
Boston Standard Wealth Management
Massachusetts
$1M 13,202 -374 -3%
JFGIW
24
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$940K 12,359 +202 +2%
MAA
25
Managed Account Advisors
New Jersey
$919K 12,079 +9,807 +432%