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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

145 hedge funds and large institutions have $285M invested in iShares MSCI KLD 400 Social ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
53
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$10.1M
2
FWM
2
Frontier Wealth Management
Missouri
$4.78M
3
Jane Street
3
Jane Street
New York
$2.09M
4
BP
4
Ballentine Partners
Massachusetts
$1.98M
5
Goldman Sachs
5
Goldman Sachs
New York
$19M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$50.2M
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
ZAM
3
Zevin Asset Management
Massachusetts
$1.41M
4
TAM
4
Trillium Asset Management
Massachusetts
$1.32M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$2.01M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$50.2M 562,368 -46,741 -8%
UBS Group
2
UBS Group
Switzerland
$25.2M 282,672 +15,787 +6%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$23.7M 264,907 +1,806 +0.7%
Goldman Sachs
4
Goldman Sachs
New York
$19M 212,499 +21,080 +11%
Morgan Stanley
5
Morgan Stanley
New York
$15.9M 177,769 +7,587 +4%
US Bancorp
6
US Bancorp
Minnesota
$10.1M 113,592 +45,179 +66%
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$9.82M 109,985 +331 +0.3%
Wells Fargo
8
Wells Fargo
California
$8.5M 95,190 -6,741 -7%
SB
9
Suntrust Banks
Georgia
$8.12M 90,944 -2,392 -3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$6.57M 73,544 -9,043 -11%
Ameriprise
11
Ameriprise
Minnesota
$6.06M 67,857 +4,970 +8%
FWM
12
Frontier Wealth Management
Missouri
$4.78M 53,492 +27,640 +107%
BC
13
Brinker Capital
Pennsylvania
$3.76M 42,135 +395 +0.9%
LPL Financial
14
LPL Financial
California
$3.22M 36,083 +5,810 +19%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.07M 34,362 +2,052 +6%
GC
16
Gibson Capital
Pennsylvania
$3.06M 34,328 -762 -2%
BG
17
Bahl & Gaynor
Ohio
$2.94M 32,890 +2,190 +7%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.93M 32,785 +8,584 +35%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.77M 31,058 -2,724 -8%
PWM
20
Patriot Wealth Management
Texas
$2.72M 30,473 – –
SCA
21
Snowden Capital Advisors
New York
$2.47M 27,629 +3,288 +14%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$2.28M 25,543 +777 +3%
EA
23
Efficient Advisors
Ohio
$2.1M 23,545 -631 -3%
CJA
24
C-J Advisory
California
$2.1M 23,481 -695 -3%
Jane Street
25
Jane Street
New York
$2.09M 23,393 +23,393 New
1
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