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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

117 hedge funds and large institutions have $229M invested in iShares MSCI KLD 400 Social ETF in 2015 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
117
Holders Change
+24
Holders Change %
+25.81%
% of All Funds
3.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
38
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIM
1
BlackRock Investment Management
Delaware
$13.2M
2
Bank of America
2
Bank of America
North Carolina
$32.2M
3
UBS Group
3
UBS Group
Switzerland
$17.7M
4
Stifel Financial
4
Stifel Financial
Missouri
$6.4M
5
Jane Street
5
Jane Street
New York
$3.4M

Top Sellers

1
BG
1
Bahl & Gaynor
Ohio
$1.8M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$3.03M
3
PA
3
Paracle Advisors
Washington
$2.89M
4
GC
4
Gibson Capital
Pennsylvania
$2.59M
5
WTC
5
WhitTier Trust Company
Nevada
$147K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$32.2M 425,602 +127,170 +43%
Goldman Sachs
2
Goldman Sachs
New York
$20.2M 267,244 +436 +0.2%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$19.2M 253,207 -6,517 -3%
UBS Group
4
UBS Group
Switzerland
$17.7M 233,953 +101,067 +76%
BIM
5
BlackRock Investment Management
Delaware
$13.2M 174,706 +169,538 +3,281%
BC
6
Brinker Capital
Pennsylvania
$12.4M 163,605 +1,255 +0.8%
SB
7
Suntrust Banks
Georgia
$11M 145,585 +3,559 +3%
Morgan Stanley
8
Morgan Stanley
New York
$8.25M 109,004 +24,209 +29%
Stifel Financial
9
Stifel Financial
Missouri
$6.4M 84,581 +80,200 +1,831%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$5.74M 75,806 +7,753 +11%
Wells Fargo
11
Wells Fargo
California
$5.64M 74,465 +10,512 +16%
LPL Financial
12
LPL Financial
California
$5.2M 69,625 +37,909 +120%
US Bancorp
13
US Bancorp
Minnesota
$4.14M 54,618 +4,367 +9%
TAM
14
Trillium Asset Management
Massachusetts
$3.74M 49,453 +24,526 +98%
Jane Street
15
Jane Street
New York
$3.4M 44,850 +44,850 New
WIM
16
Waverton Investment Management
United Kingdom
$3.08M 55,100 +55,100 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.03M 39,992 -14,121 -26%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.02M 39,861 +8,158 +26%
PA
19
Paracle Advisors
Washington
$2.89M 38,185 -12,445 -25%
GC
20
Gibson Capital
Pennsylvania
$2.59M 34,207 -7,702 -18%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.31M 30,545 -344 -1%
BAAM
22
Baker Avenue Asset Management
California
$2.19M 28,930 +15,010 +108%
BG
23
Bahl & Gaynor
Ohio
$1.8M 23,778 -73,032 -75%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$1.71M 22,612 – –
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.45M 19,210 -81 -0.4%
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