DSI icon

iShares MSCI KLD 400 Social ETF

180 hedge funds and large institutions have $437M invested in iShares MSCI KLD 400 Social ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
180
Holders Change
+20
Holders Change %
+12.5%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
29
Increased
67
Reduced
40
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
$109M 1,110,355 +129,145 +13%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$28.7M 292,629 +20,942 +8%
UBS Group
3
UBS Group
Switzerland
$27.5M 279,427 +792 +0.3%
Betterment LLC
4
Betterment LLC
New York
$24.2M 245,939 +80,710 +49%
Goldman Sachs
5
Goldman Sachs
New York
$21.1M 214,427 +15,413 +8%
Morgan Stanley
6
Morgan Stanley
New York
$19.6M 199,177 -1,380 -0.7%
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$11.3M 114,837 -1,206 -1%
Ameriprise
8
Ameriprise
Minnesota
$11.2M 113,873 +36,553 +47%
US Bancorp
9
US Bancorp
Minnesota
$11.2M 113,756 -426 -0.4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$10.5M 106,708 +13,406 +14%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$10.1M 103,070 +4,844 +5%
Wells Fargo
12
Wells Fargo
California
$9.65M 98,200 +2,976 +3%
MFP
13
Mosaic Financial Partners
California
$9.38M 63,091 +59,008 +1,445%
SB
14
Suntrust Banks
Georgia
$8.91M 90,671 -74 -0.1%
BlackRock
15
BlackRock
New York
$8.55M 86,978 +86,894 +103,445%
TAM
16
Trillium Asset Management
Massachusetts
$5.67M 57,709 +38,294 +197%
PWM
17
Patriot Wealth Management
Texas
$5.3M 53,952 -516 -0.9%
LPL Financial
18
LPL Financial
California
$4.7M 47,806 +7,445 +18%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$4.03M 41,031 +1,923 +5%
Stifel Financial
20
Stifel Financial
Missouri
$3.81M 38,762 +31,765 +454%
GC
21
Gibson Capital
Pennsylvania
$3.24M 33,073 -1,199 -3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.18M 32,330 +9,999 +45%
Mariner
23
Mariner
Kansas
$2.92M 29,746 +6,353 +27%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$2.85M 29,042 +2,958 +11%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.82M 28,713 +2,193 +8%