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iShares MSCI KLD 400 Social ETF

554 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 49 funds opening new positions, 158 increasing their positions, 224 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:

0.49% less ownership

Funds ownership: 59.6%59.11% (-0.49%)

29% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 224

Holders
554
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
DWT
226
Dorsey & Whitney Trust
South Dakota
$898K
RL
227
Rogco LP
Oklahoma
$897K
CCA
228
Cobblestone Capital Advisors
New York
$887K
HI
229
Harbour Investments
Wisconsin
$874K
HA
230
Harfst & Associates
Wyoming
$859K
WCWM
231
Willow Creek Wealth Management
California
$855K
OWCM
232
One Wealth Capital Management
Arizona
$855K
VWA
233
VERITY Wealth Advisors
United States
$848K
HBT
234
Hills Bank & Trust
Iowa
$834K
HFF
235
Halter Ferguson Financial
Indiana
$831K
BW
236
BIP Wealth
Georgia
$821K
HIF
237
Hill Island Financial
Michigan
$810K
LAMNM
238
Longview Asset Management (New Mexico)
New Mexico
$808K
PWP
239
Principle Wealth Partners
Connecticut
$800K
SAI
240
Savvy Advisors Inc
New York
$796K
OSAM
241
O'Shaughnessy Asset Management
Connecticut
$771K
AI
242
Atria Investments
North Carolina
$770K
KFSC
243
Keystone Financial Services (Colorado)
Colorado
$758K
SW
244
SVB Wealth
Massachusetts
$754K
ATPW
245
Ashton Thomas Private Wealth
Arizona
$752K
MT
246
Midwest Trust
Kansas
$749K
KCM
247
Kathmere Capital Management
Pennsylvania
$733K
LIA
248
LifePlan Investment Advisors
North Carolina
$727K
KPWS
249
Kestra Private Wealth Services
Texas
$723K
BIA
250
Bigelow Investment Advisors
Maine
$717K