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iShares MSCI KLD 400 Social ETF

118 hedge funds and large institutions have $208M invested in iShares MSCI KLD 400 Social ETF in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 15 closing their positions.

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
16
Increased
37
Reduced
38
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$28.8M 376,426 -49,176 -12%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$20M 260,700 +7,493 +3%
Goldman Sachs
3
Goldman Sachs
New York
$18.5M 241,765 -25,479 -10%
UBS Group
4
UBS Group
Switzerland
$16.6M 216,405 -17,548 -8%
BC
5
Brinker Capital
Pennsylvania
$12.5M 163,476 -129 -0.1%
SB
6
Suntrust Banks
Georgia
$10.7M 140,110 -5,475 -4%
Morgan Stanley
7
Morgan Stanley
New York
$8.5M 111,041 +2,037 +2%
Wells Fargo
8
Wells Fargo
California
$6.25M 81,592 +7,127 +10%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$6.09M 79,601 +3,795 +5%
LPL Financial
10
LPL Financial
California
$4.94M 64,729 -4,896 -7%
US Bancorp
11
US Bancorp
Minnesota
$4.13M 53,907 -711 -1%
PA
12
Paracle Advisors
Washington
$3.12M 40,798 +2,613 +7%
WIM
13
Waverton Investment Management
United Kingdom
$3.09M 55,100
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.06M 40,010 +18 +0%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.94M 38,349 -1,512 -4%
TAM
16
Trillium Asset Management
Massachusetts
$2.71M 35,454 -13,999 -28%
GC
17
Gibson Capital
Pennsylvania
$2.64M 34,557 +350 +1%
BG
18
Bahl & Gaynor
Ohio
$2.35M 30,700 +6,922 +29%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.18M 28,454 -2,091 -7%
BAAM
20
Baker Avenue Asset Management
California
$2.14M 27,950 -980 -3%
SBL
21
Sargent Bickham Lagudis
Colorado
$1.9M 24,876 +24,876 New
EA
22
Efficient Advisors
Ohio
$1.9M 24,822 +24,822 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$1.85M 24,157 +1,545 +7%
JFGIW
24
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.83M 23,924 +4,874 +26%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.83M 23,903 +23,903 New