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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

122 hedge funds and large institutions have $247M invested in iShares MSCI KLD 400 Social ETF in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 5 closing their positions.

Holders
122
Holders Change
+4
Holders Change %
+3.39%
% of All Funds
3.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
38
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$49.5M
2
SG Americas Securities
2
SG Americas Securities
New York
$3.21M
3
Jane Street
3
Jane Street
New York
$2.65M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$22.4M
5
CJA
5
C-J Advisory
California
$1.94M

Top Sellers

1
SB
1
Suntrust Banks
Georgia
$9.89M
2
BG
2
Bahl & Gaynor
Ohio
$1.6M
3
Wells Fargo
3
Wells Fargo
California
$6.82M
4
BAAM
4
Baker Avenue Asset Management
California
$0
5
PA
5
Paracle Advisors
Washington
$2.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$49.5M 614,458 +172,100 +39%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$22.4M 278,539 +25,497 +10%
Goldman Sachs
3
Goldman Sachs
New York
$19.7M 244,512 +2,436 +1%
UBS Group
4
UBS Group
Switzerland
$19.3M 239,271 +5,324 +2%
BC
5
Brinker Capital
Pennsylvania
$12.9M 160,493 -4,444 -3%
Morgan Stanley
6
Morgan Stanley
New York
$10.7M 132,737 +12,250 +10%
SB
7
Suntrust Banks
Georgia
$9.89M 122,794 -17,316 -12%
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$7.79M 96,802 +12,823 +15%
Wells Fargo
9
Wells Fargo
California
$6.82M 84,675 -15,398 -15%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$4.33M 53,742 +13,978 +35%
US Bancorp
11
US Bancorp
Minnesota
$4.1M 50,937 -4,638 -8%
TAM
12
Trillium Asset Management
Massachusetts
$3.5M 43,427 -1,972 -4%
SG Americas Securities
13
SG Americas Securities
New York
$3.21M 39,902 +39,902 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.91M 36,077 -505 -1%
LPL Financial
15
LPL Financial
California
$2.79M 35,002 +619 +2%
Jane Street
16
Jane Street
New York
$2.65M 32,871 +32,871 New
PA
17
Paracle Advisors
Washington
$2.52M 31,275 -5,933 -16%
PWM
18
Patriot Wealth Management
Texas
$2.48M 30,817 +22,380 +265%
GC
19
Gibson Capital
Pennsylvania
$2.48M 30,826 -3,323 -10%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$2.42M 30,021 +5,935 +25%
Ameriprise
21
Ameriprise
Minnesota
$2.26M 28,070 +11,497 +69%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.11M 26,157 -1,493 -5%
EA
23
Efficient Advisors
Ohio
$1.95M 24,219 -75 -0.3%
CJA
24
C-J Advisory
California
$1.94M 24,147 +24,147 New
JFGIW
25
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.93M 23,986 -426 -2%
1
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