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iShares MSCI KLD 400 Social ETF

551 hedge funds and large institutions have $2.78B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 224 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+11
Holders Change %
+2.04%
% of All Funds
7.39%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
47
Increased
158
Reduced
224
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RL
226
Rogco LP
Oklahoma
$897K -$86K -740 -9%
CCA
227
Cobblestone Capital Advisors
New York
$887K
HI
228
Harbour Investments
Wisconsin
$874K +$27.8K +239 +3%
HA
229
Harfst & Associates
Wyoming
$859K -$11.5K -99 -1%
WCWM
230
Willow Creek Wealth Management
California
$855K +$929 +8 +0.1%
OWCM
231
One Wealth Capital Management
Arizona
$855K +$14.2K +122 +2%
VWA
232
VERITY Wealth Advisors
United States
$848K
HBT
233
Hills Bank & Trust
Iowa
$834K -$11.6K -100 -1%
HFF
234
Halter Ferguson Financial
Indiana
$831K +$9.64K +83 +1%
BW
235
BIP Wealth
Georgia
$821K
HIF
236
Hill Island Financial
Michigan
$810K -$10.9M -93,765 -93%
LAMNM
237
Longview Asset Management (New Mexico)
New Mexico
$808K -$96.7K -832 -11%
PWP
238
Principle Wealth Partners
Connecticut
$800K -$18.6K -160 -2%
SAI
239
Savvy Advisors Inc
New York
$796K +$39.1K +337 +5%
OSAM
240
O'Shaughnessy Asset Management
Connecticut
$771K -$352K -3,027 -31%
AI
241
Atria Investments
North Carolina
$770K +$16.7K +144 +2%
KFSC
242
Keystone Financial Services (Colorado)
Colorado
$758K -$68.8K -592 -8%
SW
243
SVB Wealth
Massachusetts
$754K +$754K +6,487 New
ATPW
244
Ashton Thomas Private Wealth
Arizona
$752K +$752K +6,477 New
MT
245
Midwest Trust
Kansas
$749K +$749K +6,445 New
KCM
246
Kathmere Capital Management
Pennsylvania
$733K -$325K -2,801 -31%
LIA
247
LifePlan Investment Advisors
North Carolina
$727K -$18.5K -159 -2%
KPWS
248
Kestra Private Wealth Services
Texas
$723K +$1.16K +10 +0.2%
BIA
249
Bigelow Investment Advisors
Maine
$717K -$22.5K -194 -3%
BF
250
Brooklyn FI
New York
$716K