DSI icon

iShares MSCI KLD 400 Social ETF

160 hedge funds and large institutions have $366M invested in iShares MSCI KLD 400 Social ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
61
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$91.1M 981,210 +418,842 +74%
UBS Group
2
UBS Group
Switzerland
$25.9M 278,635 -4,037 -1%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$25.1M 271,687 +6,780 +3%
Morgan Stanley
4
Morgan Stanley
New York
$18.6M 200,557 +22,788 +13%
Goldman Sachs
5
Goldman Sachs
New York
$18.5M 199,014 -13,485 -6%
Betterment LLC
6
Betterment LLC
New York
$15.3M 165,229 +165,229 New
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$10.8M 116,043 +6,058 +6%
US Bancorp
8
US Bancorp
Minnesota
$10.6M 114,182 +590 +0.5%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$9.12M 98,226 +65,441 +200%
Wells Fargo
10
Wells Fargo
California
$8.84M 95,224 +34 +0%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$8.66M 93,302 +19,758 +27%
SB
12
Suntrust Banks
Georgia
$8.43M 90,745 -199 -0.2%
Ameriprise
13
Ameriprise
Minnesota
$7.14M 77,320 +9,463 +14%
PWM
14
Patriot Wealth Management
Texas
$5.06M 54,468 +23,995 +79%
FWM
15
Frontier Wealth Management
Missouri
$4.97M 53,492
Jane Street
16
Jane Street
New York
$3.77M 40,568 +17,175 +73%
LPL Financial
17
LPL Financial
California
$3.75M 40,361 +4,278 +12%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$3.63M 39,108 +4,746 +14%
TSS
19
Two Sigma Securities
New York
$3.2M 34,502 +34,502 New
GC
20
Gibson Capital
Pennsylvania
$3.18M 34,272 -56 -0.2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.46M 26,520 +3,872 +17%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$2.42M 26,084 +541 +2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.41M 25,906 -5,152 -17%
Mariner
24
Mariner
Kansas
$2.17M 23,393 +230 +1%
CJA
25
C-J Advisory
California
$2.16M 23,225 -256 -1%