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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

205 hedge funds and large institutions have $444M invested in iShares MSCI KLD 400 Social ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 5 closing their positions.

Holders
205
Holders Change
+13
Holders Change %
+6.77%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
69
Reduced
49
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$6.21M
2
Betterment LLC
2
Betterment LLC
New York
$38.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$40.1M
4
UBS Group
4
UBS Group
Switzerland
$33M
5
Wells Fargo
5
Wells Fargo
California
$12.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$10M
3
SDWMA
3
Schneider Downs Wealth Management Advisors
Pennsylvania
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.96M
5
BC
5
Brinker Capital
Pennsylvania
$1.41M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$58M 574,525 +20,354 +4%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$40.1M 397,661 +44,209 +13%
Betterment LLC
3
Betterment LLC
New York
$38.1M 377,039 +45,837 +14%
UBS Group
4
UBS Group
Switzerland
$33M 326,572 +22,456 +7%
Goldman Sachs
5
Goldman Sachs
New York
$26.6M 263,449 +6,580 +3%
Morgan Stanley
6
Morgan Stanley
New York
$24.2M 240,232 +8,131 +4%
Ameriprise
7
Ameriprise
Minnesota
$14.6M 144,082 +18,243 +14%
Wells Fargo
8
Wells Fargo
California
$12.5M 123,474 +22,188 +22%
US Bancorp
9
US Bancorp
Minnesota
$12.1M 119,733 +662 +0.6%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$11.9M 117,561 +887 +0.8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$10.3M 102,524 +10,723 +12%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$10M 99,045 -5,762 -5%
SB
13
Suntrust Banks
Georgia
$9M 89,189 -657 -0.7%
CWM
14
Cornerstone Wealth Management
Missouri
$6.21M 629,108 +623,260 +10,658%
LPL Financial
15
LPL Financial
California
$6.2M 61,450 +6,636 +12%
FWM
16
Frontier Wealth Management
Missouri
$5.25M 52,043 – –
PWM
17
Patriot Wealth Management
Texas
$5.24M 51,901 -2,051 -4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$3.96M 39,221 -3,847 -9%
SEI Investments
19
SEI Investments
Pennsylvania
$3.57M 35,402 +14,811 +72%
Mariner
20
Mariner
Kansas
$3.5M 34,659 +753 +2%
GC
21
Gibson Capital
Pennsylvania
$3.19M 31,691 -1,032 -3%
Deutsche Bank
22
Deutsche Bank
Germany
$3.19M 31,624 +1,750 +6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.15M 31,189 +380 +1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.13M 31,005 +2,689 +9%
CJA
25
C-J Advisory
California
$2.76M 27,327 +4,533 +20%
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