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iShares MSCI KLD 400 Social ETF

268 hedge funds and large institutions have $732M invested in iShares MSCI KLD 400 Social ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 13 closing their positions.

Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
5.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
24
Increased
101
Reduced
67
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$76.7M 691,175 +25,373 +4%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$74.6M 672,406 +55,474 +9%
Betterment LLC
3
Betterment LLC
New York
$59.5M 544,337
Morgan Stanley
4
Morgan Stanley
New York
$50.8M 457,936 +41,081 +10%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$29.1M 351,863
UBS Group
6
UBS Group
Switzerland
$28.5M 257,125 +23,467 +10%
Goldman Sachs
7
Goldman Sachs
New York
$27.1M 244,134 -51,928 -18%
Ameriprise
8
Ameriprise
Minnesota
$24.4M 220,234 +19,901 +10%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$22.4M 202,289 +70,912 +54%
PCA
10
Personal Capital Advisors
California
$14M 125,782 +11,888 +10%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$13.8M 124,367 +1,413 +1%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$13.8M 124,020 -2,994 -2%
US Bancorp
13
US Bancorp
Minnesota
$13.4M 120,420 -2,741 -2%
Creative Planning
14
Creative Planning
Kansas
$11.6M 104,845 +1,647 +2%
Wells Fargo
15
Wells Fargo
California
$10.9M 98,681 -1,558 -2%
Mariner
16
Mariner
Kansas
$10.1M 91,006 +1,164 +1%
LPL Financial
17
LPL Financial
California
$9.19M 82,871 +13,345 +19%
FHA
18
First Horizon Advisors
Tennessee
$8.1M 73,057 +73,057 New
ECM
19
ETrade Capital Management
Virginia
$8.1M 73,039 +9,501 +15%
EAM
20
Erste Asset Management
Austria
$7.69M 69,324 +69,324 New
SB
21
Suntrust Banks
Georgia
$7.47M 67,316 -1,428 -2%
SEI Investments
22
SEI Investments
Pennsylvania
$6.52M 58,784 +5,183 +10%
FWM
23
Frontier Wealth Management
Missouri
$6.29M 56,742 -18,800 -25%
FT
24
Fiduciary Trust
Massachusetts
$5.66M 51,067 -201 -0.4%
PA
25
Parallel Advisors
California
$5.53M 49,834 +702 +1%