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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

224 hedge funds and large institutions have $526M invested in iShares MSCI KLD 400 Social ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 43 reducing their positions, and 13 closing their positions.

Holders
224
Holders Change
+19
Holders Change %
+9.27%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
88
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
William Blair & Company
1
William Blair & Company
Illinois
$21.6M
2
FA
2
Forefront Analytics
Pennsylvania
$9.43M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$47.8M
4
Betterment LLC
4
Betterment LLC
New York
$45.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$28.1M
2
BP
2
Ballentine Partners
Massachusetts
$0
3
CWM
3
Cornerstone Wealth Management
Missouri
$5.18M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$633K
5
TRCT
5
Tower Research Capital (TRC)
New York
$859K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$62.6M 586,663 +12,138 +2%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$47.8M 447,756 +50,095 +13%
Betterment LLC
3
Betterment LLC
New York
$45.5M 425,642 +48,603 +13%
Morgan Stanley
4
Morgan Stanley
New York
$29.8M 278,952 +38,720 +16%
Goldman Sachs
5
Goldman Sachs
New York
$29.7M 277,991 +14,542 +6%
UBS Group
6
UBS Group
Switzerland
$28.1M 263,281 -63,291 -19%
William Blair & Company
7
William Blair & Company
Illinois
$21.6M 202,283 +190,000 +1,547%
Ameriprise
8
Ameriprise
Minnesota
$15M 140,220 -3,862 -3%
Wells Fargo
9
Wells Fargo
California
$13.3M 124,861 +1,387 +1%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$12.8M 120,284 +2,723 +2%
US Bancorp
11
US Bancorp
Minnesota
$12.8M 119,652 -81 -0.1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$10.9M 102,176 -348 -0.3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$10.2M 95,690 -3,355 -3%
FA
14
Forefront Analytics
Pennsylvania
$9.43M 88,327 +88,327 New
SB
15
Suntrust Banks
Georgia
$9.32M 87,296 -1,893 -2%
LPL Financial
16
LPL Financial
California
$7.15M 66,992 +5,542 +9%
FWM
17
Frontier Wealth Management
Missouri
$5.56M 52,043 – –
PWM
18
Patriot Wealth Management
Texas
$5.54M 51,901 – –
CWM
19
Cornerstone Wealth Management
Missouri
$5.18M 486,422 -142,686 -23%
PCA
20
Personal Capital Advisors
California
$4.79M 44,843 +22,422 +100%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$4.2M 39,284 +63 +0.2%
Mariner
22
Mariner
Kansas
$4.1M 38,377 +3,718 +11%
SEI Investments
23
SEI Investments
Pennsylvania
$4M 37,421 +2,019 +6%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.89M 36,424 +5,419 +17%
Jane Street
25
Jane Street
New York
$3.57M 33,413 +33,413 New
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