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iShares MSCI KLD 400 Social ETF

192 hedge funds and large institutions have $398M invested in iShares MSCI KLD 400 Social ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 48 reducing their positions, and 12 closing their positions.

Holders
192
Holders Change
+12
Holders Change %
+6.67%
% of All Funds
4.41%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
71
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$54.2M 554,171 -556,184 -50%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$34.5M 353,452 +60,823 +21%
Betterment LLC
3
Betterment LLC
New York
$32.5M 331,202 +85,263 +35%
UBS Group
4
UBS Group
Switzerland
$29.7M 304,116 +24,689 +9%
Goldman Sachs
5
Goldman Sachs
New York
$25.1M 256,869 +42,442 +20%
Morgan Stanley
6
Morgan Stanley
New York
$22.7M 232,101 +32,924 +17%
Ameriprise
7
Ameriprise
Minnesota
$12.3M 125,839 +11,966 +11%
US Bancorp
8
US Bancorp
Minnesota
$11.6M 119,071 +5,315 +5%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$11.4M 116,674 +1,837 +2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$10.2M 104,807 +1,737 +2%
Wells Fargo
11
Wells Fargo
California
$9.9M 101,286 +3,086 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$8.97M 91,801 -14,907 -14%
SB
13
Suntrust Banks
Georgia
$8.78M 89,846 -825 -0.9%
LPL Financial
14
LPL Financial
California
$5.36M 54,814 +7,008 +15%
PWM
15
Patriot Wealth Management
Texas
$5.27M 53,952
FWM
16
Frontier Wealth Management
Missouri
$5.09M 52,043 +39,109 +302%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.21M 43,068 +2,037 +5%
Jane Street
18
Jane Street
New York
$3.56M 36,380 +21,235 +140%
Mariner
19
Mariner
Kansas
$3.31M 33,906 +4,160 +14%
GC
20
Gibson Capital
Pennsylvania
$3.19M 32,723 -350 -1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.01M 30,809 +2,096 +7%
Deutsche Bank
22
Deutsche Bank
Germany
$2.92M 29,874 +29,874 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.77M 28,316 -4,014 -12%
LGWM
24
Litman Gregory Wealth Management
California
$2.72M 27,808 +27,808 New
CCM
25
Cribstone Capital Management
Maine
$2.42M 24,763 +1,825 +8%