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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

235 hedge funds and large institutions have $551M invested in iShares MSCI KLD 400 Social ETF in 2018 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 90 increasing their positions, 48 reducing their positions, and 29 closing their positions.

Holders
235
Holders Change
+11
Holders Change %
+4.91%
% of All Funds
5.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
90
Reduced
48
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$101M
2
TAM
2
Trillium Asset Management
Massachusetts
$14.5M
3
BlackRock
3
BlackRock
New York
$12.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$51.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.21M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$584K
2
FA
2
Forefront Analytics
Pennsylvania
$0
3
UBS Group
3
UBS Group
Switzerland
$17.2M
4
TCM
4
Tuttle Capital Management
Connecticut
$0
5
RA
5
Rational Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$101M 1,086,895 +500,232 +85%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$51.4M 552,333 +104,577 +23%
Betterment LLC
3
Betterment LLC
New York
$39.9M 429,024 +3,382 +0.8%
Morgan Stanley
4
Morgan Stanley
New York
$26.4M 283,751 +4,799 +2%
Goldman Sachs
5
Goldman Sachs
New York
$24.8M 266,200 -11,791 -4%
William Blair & Company
6
William Blair & Company
Illinois
$18.8M 202,283 – –
UBS Group
7
UBS Group
Switzerland
$17.2M 185,296 -77,985 -30%
Ameriprise
8
Ameriprise
Minnesota
$15.1M 162,390 +22,170 +16%
TAM
9
Trillium Asset Management
Massachusetts
$14.5M 156,278 +138,517 +780%
BlackRock
10
BlackRock
New York
$12.4M 133,797 +132,319 +8,953%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$11.8M 127,218 +6,934 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$10.9M 117,118 +14,942 +15%
US Bancorp
13
US Bancorp
Minnesota
$10.4M 111,978 -7,674 -6%
Wells Fargo
14
Wells Fargo
California
$10.3M 110,353 -14,508 -12%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$8.98M 96,514 +824 +0.9%
LPL Financial
16
LPL Financial
California
$6.52M 70,082 +3,090 +5%
SB
17
Suntrust Banks
Georgia
$6.48M 69,688 -17,608 -20%
PCA
18
Personal Capital Advisors
California
$6.12M 65,808 +20,965 +47%
Jane Street
19
Jane Street
New York
$5.68M 61,081 +27,668 +83%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.21M 56,061 +50,138 +846%
FWM
21
Frontier Wealth Management
Missouri
$5.17M 55,543 +3,500 +7%
PWM
22
Patriot Wealth Management
Texas
$4.76M 51,145 -756 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.53M 48,726 +12,302 +34%
SEI Investments
24
SEI Investments
Pennsylvania
$3.8M 40,903 +3,482 +9%
Mariner
25
Mariner
Kansas
$3.67M 39,506 +1,129 +3%
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