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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

93 hedge funds and large institutions have $162M invested in iShares MSCI KLD 400 Social ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
30
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BC
1
Brinker Capital
Pennsylvania
$11.6M
2
Bank of America
2
Bank of America
North Carolina
$21.2M
3
SB
3
Suntrust Banks
Georgia
$10.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$18.4M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.37M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$128K
3
BG
3
Bahl & Gaynor
Ohio
$6.87M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.25M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$21.2M 298,432 +62,480 +26%
Goldman Sachs
2
Goldman Sachs
New York
$18.9M 266,808 +68 +0%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$18.4M 259,724 +21,138 +9%
BC
4
Brinker Capital
Pennsylvania
$11.6M 162,350 +162,350 New
SB
5
Suntrust Banks
Georgia
$10.1M 142,026 +23,865 +20%
UBS Group
6
UBS Group
Switzerland
$9.43M 132,886 +4,120 +3%
BG
7
Bahl & Gaynor
Ohio
$6.87M 96,810 -14,957 -13%
Morgan Stanley
8
Morgan Stanley
New York
$6.02M 84,795 -1,153 -1%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$4.83M 68,053 +937 +1%
Wells Fargo
10
Wells Fargo
California
$4.54M 63,953 +1,013 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.84M 54,113 -2,747 -5%
PA
12
Paracle Advisors
Washington
$3.59M 50,630 +1,872 +4%
US Bancorp
13
US Bancorp
Minnesota
$3.57M 50,251 +504 +1%
GC
14
Gibson Capital
Pennsylvania
$2.97M 41,909 -1,000 -2%
LPL Financial
15
LPL Financial
California
$2.34M 31,716 +218 +0.7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.25M 31,703 -9,383 -23%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.19M 30,889 -3,459 -10%
TAM
18
Trillium Asset Management
Massachusetts
$1.77M 24,927 +1,901 +8%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$1.6M 22,612 – –
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.37M 19,291 +19,291 New
RC
21
RegentAtlantic Capital
New Jersey
$1.36M 19,157 -3,830 -17%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$1.13M 15,985 – –
BAAM
23
Baker Avenue Asset Management
California
$988K 13,920 +13,920 New
FWM
24
Frontier Wealth Management
Missouri
$940K 13,244 – –
BSWM
25
Boston Standard Wealth Management
Massachusetts
$919K 13,194 -8 -0.1%
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