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iShares MSCI KLD 400 Social ETF

143 hedge funds and large institutions have $270M invested in iShares MSCI KLD 400 Social ETF in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 7 closing their positions.

Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
45
Reduced
36
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$52.8M 609,109 -19,985 -3%
UBS Group
2
UBS Group
Switzerland
$23.2M 266,885 -3,933 -1%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$22.8M 263,101 +20,542 +8%
Goldman Sachs
4
Goldman Sachs
New York
$16.6M 191,419 -51,928 -21%
Morgan Stanley
5
Morgan Stanley
New York
$14.8M 170,182 +22,543 +15%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$9.51M 109,654 +187 +0.2%
Wells Fargo
7
Wells Fargo
California
$8.84M 101,931 +9,082 +10%
SB
8
Suntrust Banks
Georgia
$8.1M 93,336 -589 -0.6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$7.17M 82,587 -5,836 -7%
US Bancorp
10
US Bancorp
Minnesota
$5.94M 68,413 +5,298 +8%
Ameriprise
11
Ameriprise
Minnesota
$5.45M 62,887 +18,351 +41%
BC
12
Brinker Capital
Pennsylvania
$3.62M 41,740 -513 -1%
GC
13
Gibson Capital
Pennsylvania
$3.04M 35,090 +4,264 +14%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.93M 33,782 +703 +2%
ZAM
15
Zevin Asset Management
Massachusetts
$2.89M 33,250 -108,685 -77%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.8M 32,310 +27,344 +551%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$2.76M 31,747 +1,611 +5%
BG
18
Bahl & Gaynor
Ohio
$2.66M 30,700 -260 -0.8%
PWM
19
Patriot Wealth Management
Texas
$2.64M 30,473
LPL Financial
20
LPL Financial
California
$2.62M 30,273 +700 +2%
TAM
21
Trillium Asset Management
Massachusetts
$2.28M 26,295 -47,365 -64%
FWM
22
Frontier Wealth Management
Missouri
$2.24M 25,852
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$2.15M 24,766 +483 +2%
Mariner
24
Mariner
Kansas
$2.13M 24,569 +846 +4%
SCA
25
Snowden Capital Advisors
New York
$2.11M 24,341 +3,868 +19%