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iShares MSCI KLD 400 Social ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$32.2M +$9.68M +254,340 +43%
Goldman Sachs
2
Goldman Sachs
New York
$20.2M +$33.2K +872 +0.2%
JP Morgan Chase
3
JP Morgan Chase
New York
$19.2M -$496K -13,034 -3%
UBS Group
4
UBS Group
Switzerland
$17.7M +$7.69M +202,134 +76%
BIM
5
BlackRock Investment Management
Delaware
$13.2M +$12.9M +339,076 +3,281%
BC
6
Brinker Capital
Pennsylvania
$12.4M +$95.5K +2,510 +0.8%
SB
7
Suntrust Banks
Georgia
$11M +$271K +7,118 +3%
Morgan Stanley
8
Morgan Stanley
New York
$8.25M +$1.84M +48,418 +29%
Stifel Financial
9
Stifel Financial
Missouri
$6.4M +$6.1M +160,400 +1,831%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$5.74M +$590K +15,506 +11%
Wells Fargo
11
Wells Fargo
California
$5.64M +$800K +21,024 +16%
LPL Financial
12
LPL Financial
California
$5.2M +$2.88M +75,818 +120%
US Bancorp
13
US Bancorp
Minnesota
$4.14M +$332K +8,734 +9%
TAM
14
Trillium Asset Management
Massachusetts
$3.74M +$1.87M +49,052 +98%
Jane Street
15
Jane Street
New York
$3.4M +$3.41M +89,700 New
WIM
16
Waverton Investment Management
United Kingdom
$3.08M +$4.19M +110,200 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.03M -$1.07M -28,242 -26%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.02M +$621K +16,316 +26%
PA
19
Paracle Advisors
Washington
$2.89M -$947K -24,890 -25%
GC
20
Gibson Capital
Pennsylvania
$2.59M -$586K -15,404 -18%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.31M -$26.2K -688 -1%
BAAM
22
Baker Avenue Asset Management
California
$2.19M +$1.14M +30,020 +108%
BG
23
Bahl & Gaynor
Ohio
$1.8M -$5.56M -146,064 -75%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$1.71M
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.45M -$6.16K -162 -0.4%