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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

139 hedge funds and large institutions have $281M invested in iShares MSCI KLD 400 Social ETF in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 2 closing their positions.

Holders
139
Holders Change
+17
Holders Change %
+13.93%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
20
Increased
43
Reduced
31
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZAM
1
Zevin Asset Management
Massachusetts
$11.7M
2
BIM
2
BlackRock Investment Management
Delaware
$4.24M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.95M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$7.28M
5
UBS Group
5
UBS Group
Switzerland
$22.3M

Top Sellers

1
CJA
1
C-J Advisory
California
$2.02M
2
BC
2
Brinker Capital
Pennsylvania
$3.48M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$20M
4
SB
4
Suntrust Banks
Georgia
$7.74M
5
SG Americas Securities
5
SG Americas Securities
New York
$1.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$51.8M 629,094 +14,636 +2%
UBS Group
2
UBS Group
Switzerland
$22.3M 270,818 +31,547 +13%
Goldman Sachs
3
Goldman Sachs
New York
$20M 243,347 -1,165 -0.5%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$20M 242,559 -35,980 -13%
Morgan Stanley
5
Morgan Stanley
New York
$12.2M 147,639 +14,902 +11%
ZAM
6
Zevin Asset Management
Massachusetts
$11.7M 141,935 +141,935 New
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$9.02M 109,467 +12,665 +13%
SB
8
Suntrust Banks
Georgia
$7.74M 93,925 -28,869 -24%
Wells Fargo
9
Wells Fargo
California
$7.65M 92,849 +8,174 +10%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$7.28M 88,423 +34,681 +65%
TAM
11
Trillium Asset Management
Massachusetts
$6.07M 73,660 +30,233 +70%
US Bancorp
12
US Bancorp
Minnesota
$5.2M 63,115 +12,178 +24%
BIM
13
BlackRock Investment Management
Delaware
$4.24M 51,424 +51,424 New
Ameriprise
14
Ameriprise
Minnesota
$3.67M 44,536 +16,466 +59%
BC
15
Brinker Capital
Pennsylvania
$3.48M 42,253 -118,240 -74%
Jane Street
16
Jane Street
New York
$3.19M 38,702 +5,831 +18%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.95M 35,783 +35,783 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.73M 33,079 -2,998 -8%
BG
19
Bahl & Gaynor
Ohio
$2.55M 30,960 +11,152 +56%
GC
20
Gibson Capital
Pennsylvania
$2.54M 30,826 – –
PWM
21
Patriot Wealth Management
Texas
$2.51M 30,473 -344 -1%
PA
22
Paracle Advisors
Washington
$2.51M 30,435 -840 -3%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$2.48M 30,136 +115 +0.4%
LPL Financial
24
LPL Financial
California
$2.46M 29,573 -5,429 -16%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.22M 26,968 +811 +3%
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