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iShares MSCI KLD 400 Social ETF

540 hedge funds and large institutions have $2.52B invested in iShares MSCI KLD 400 Social ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 181 increasing their positions, 211 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-22
Holders Change %
-3.91%
% of All Funds
7.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
29
Increased
181
Reduced
211
Closed
41
Calls
$102K
Puts
$164K
Net Calls
-$62K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
226
Acropolis Investment Management
Missouri
$833K
Vontobel Holding
227
Vontobel Holding
Switzerland
$820K -$97.3K -950 -11%
FPF
228
First Pacific Financial
Washington
$819K +$102 +1 +0%
SWP
229
Sagespring Wealth Partners
Tennessee
$803K +$58.1K +567 +8%
LAMNM
230
Longview Asset Management (New Mexico)
New Mexico
$797K -$92K -898 -10%
MG
231
Mather Group
Illinois
$793K +$4.1K +40 +0.5%
MW
232
Maia Wealth
Colorado
$785K -$59.3K -596 -7%
CCA
233
Cobblestone Capital Advisors
New York
$782K
HA
234
Harfst & Associates
Wyoming
$767K -$15.4K -150 -2%
WCWM
235
Willow Creek Wealth Management
California
$753K
VWA
236
VERITY Wealth Advisors
United States
$747K
HI
237
Harbour Investments
Wisconsin
$746K +$1.02K +10 +0.1%
HBT
238
Hills Bank & Trust
Iowa
$745K
OWCM
239
One Wealth Capital Management
Arizona
$741K +$34.7K +339 +5%
KFSC
240
Keystone Financial Services (Colorado)
Colorado
$729K -$12.4K -121 -2%
HFF
241
Halter Ferguson Financial
Indiana
$724K -$17.2K -168 -2%
BW
242
BIP Wealth
Georgia
$724K -$4.1K -40 -0.6%
ZF
243
Zhang Financial
Michigan
$722K
PWP
244
Principle Wealth Partners
Connecticut
$722K
ZCI
245
Zevenbergen Capital Investments
Washington
$691K
SAI
246
Savvy Advisors Inc
New York
$667K -$23.5K -229 -3%
AI
247
Atria Investments
North Carolina
$664K +$18.5K +181 +3%
LIA
248
LifePlan Investment Advisors
North Carolina
$657K +$106K +1,037 +19%
AAP
249
Arax Advisory Partners
Colorado
$655K +$328K +3,200 +100%
BIA
250
Bigelow Investment Advisors
Maine
$652K -$64.5K -630 -9%