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iShares MSCI KLD 400 Social ETF

548 hedge funds and large institutions have $2.93B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 224 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

30% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 224

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $315K

Holders
548
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$315K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
226
Willow Creek Wealth Management
California
$927K
VWA
227
VERITY Wealth Advisors
United States
$919K
OWCM
228
One Wealth Capital Management
Arizona
$907K
BW
229
BIP Wealth
Georgia
$890K
DWM
230
Destination Wealth Management
California
$879K
HBT
231
Hills Bank & Trust
Iowa
$874K
PWP
232
Principle Wealth Partners
Connecticut
$867K
SAI
233
Savvy Advisors Inc
New York
$855K
FPF
234
First Pacific Financial
Washington
$849K
GAM
235
Gould Asset Management
California
$845K
KFSC
236
Keystone Financial Services (Colorado)
Colorado
$834K
HFF
237
Halter Ferguson Financial
Indiana
$826K
BCM
238
Brookstone Capital Management
Illinois
$821K
SPC
239
Sigma Planning Corp
Michigan
$816K
PFM
240
Peak Financial Management
Massachusetts
$795K
MT
241
Midwest Trust
Kansas
$782K
KCM
242
Kathmere Capital Management
Pennsylvania
$782K
MWM
243
Meridian Wealth Management
Kentucky
$780K
BF
244
Brooklyn FI
New York
$777K
LIA
245
LifePlan Investment Advisors
North Carolina
$766K
ZCI
246
Zevenbergen Capital Investments
Washington
$765K
RFA
247
Rollins Financial Advisors
New York
$760K
FCM
248
Fortis Capital Management
Washington
$756K
GSWM
249
Golden State Wealth Management
California
$751K
FFG
250
Frisch Financial Group
New York
$740K