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iShares MSCI KLD 400 Social ETF

556 hedge funds and large institutions have $2.8B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 160 increasing their positions, 223 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.21% less ownership

Funds ownership: 59.6%59.39% (-0.21%)

28% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 223

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$17.7M
2 +$4.46M
3 +$3.76M
4
GS
GTS Securities
New York
+$2.76M
5
Mariner
Mariner
Kansas
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
226
Mather Group
Illinois
$903K
DWT
227
Dorsey & Whitney Trust
South Dakota
$898K
RL
228
Rogco LP
Oklahoma
$897K
CCA
229
Cobblestone Capital Advisors
New York
$887K
HI
230
Harbour Investments
Wisconsin
$874K
HA
231
Harfst & Associates
Wyoming
$859K
WCWM
232
Willow Creek Wealth Management
California
$855K
OWCM
233
One Wealth Capital Management
Arizona
$855K
VWA
234
VERITY Wealth Advisors
United States
$848K
HBT
235
Hills Bank & Trust
Iowa
$834K
HFF
236
Halter Ferguson Financial
Indiana
$831K
BW
237
BIP Wealth
Georgia
$821K
HIF
238
Hill Island Financial
Michigan
$810K
LAMNM
239
Longview Asset Management (New Mexico)
New Mexico
$808K
PWP
240
Principle Wealth Partners
Connecticut
$800K
SAI
241
Savvy Advisors Inc
New York
$796K
OSAM
242
O'Shaughnessy Asset Management
Connecticut
$771K
AI
243
Atria Investments
North Carolina
$770K
KFSC
244
Keystone Financial Services (Colorado)
Colorado
$758K
SW
245
SVB Wealth
Massachusetts
$754K
ATPW
246
Ashton Thomas Private Wealth
Arizona
$752K
MT
247
Midwest Trust
Kansas
$749K
KCM
248
Kathmere Capital Management
Pennsylvania
$733K
LIA
249
LifePlan Investment Advisors
North Carolina
$727K
KPWS
250
Kestra Private Wealth Services
Texas
$723K