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iShares MSCI KLD 400 Social ETF

558 hedge funds and large institutions have $2.96B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 229 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: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

31% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 229

100% less call options, than puts

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

Holders
558
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
OSAM
226
O'Shaughnessy Asset Management
Connecticut
$937K
FHC
227
First Horizon Corporation
Tennessee
$934K
RWP
228
RWA Wealth Partners
Massachusetts
$933K
HA
229
Harfst & Associates
Wyoming
$931K
AIM
230
Acropolis Investment Management
Missouri
$931K
WCWM
231
Willow Creek Wealth Management
California
$927K
VWA
232
VERITY Wealth Advisors
United States
$919K
OWCM
233
One Wealth Capital Management
Arizona
$907K
BW
234
BIP Wealth
Georgia
$890K
DWM
235
Destination Wealth Management
California
$879K
HBT
236
Hills Bank & Trust
Iowa
$874K
PWP
237
Principle Wealth Partners
Connecticut
$867K
SAI
238
Savvy Advisors Inc
New York
$855K
FPF
239
First Pacific Financial
Washington
$849K
GAM
240
Gould Asset Management
California
$845K
KFSC
241
Keystone Financial Services (Colorado)
Colorado
$834K
HFF
242
Halter Ferguson Financial
Indiana
$826K
BCM
243
Brookstone Capital Management
Illinois
$821K
SPC
244
Sigma Planning Corp
Michigan
$816K
PFM
245
Peak Financial Management
Massachusetts
$795K
MT
246
Midwest Trust
Kansas
$782K
KCM
247
Kathmere Capital Management
Pennsylvania
$782K
MWM
248
Meridian Wealth Management
Kentucky
$780K
BF
249
Brooklyn FI
New York
$777K
LIA
250
LifePlan Investment Advisors
North Carolina
$766K