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iShares MSCI KLD 400 Social ETF

551 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 47 funds opening new positions, 158 increasing their positions, 224 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+11
Holders Change %
+2.04%
% of All Funds
7.39%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
47
Increased
158
Reduced
224
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
251
Peak Financial Management
Massachusetts
$712K -$3.49K -30 -0.5%
TF
252
Theory Financial
Colorado
$708K +$31K +259 +5%
KNW
253
Kesler Norman & Wride
Utah
$708K
ZCI
254
Zevenbergen Capital Investments
Washington
$706K -$78.4K -675 -10%
RW
255
Rede Wealth
Virginia
$706K
BCM
256
Brookstone Capital Management
Illinois
$705K +$64.7K +557 +10%
MWM
257
Meridian Wealth Management
Kentucky
$701K +$232 +2 +0%
RFA
258
Rollins Financial Advisors
New York
$701K
GSWM
259
Golden State Wealth Management
California
$699K -$8.6K -74 -1%
UIA
260
Ulland Investment Advisors
Minnesota
$698K -$29K -250 -4%
FCM
261
Fortis Capital Management
Washington
$696K +$1.63K +14 +0.2%
EWA
262
EverSource Wealth Advisors
Alabama
$695K -$27.9K -240 -4%
HAP
263
Harbor Asset Planning
Massachusetts
$694K +$694K +5,979 New
Jane Street
264
Jane Street
New York
$686K +$686K +5,904 New
FFG
265
Frisch Financial Group
New York
$681K +$1.51K +13 +0.2%
BCWM
266
Bartlett & Co Wealth Management
Ohio
$669K
OPWM
267
Oregon Pacific Wealth Management
Oregon
$664K -$3.72K -32 -0.6%
BlackRock
268
BlackRock
New York
$657K -$82.1K -707 -11%
CAM
269
Carret Asset Management
New York
$650K
DAS
270
Diversify Advisory Services
Utah
$643K -$436K -3,589 -40%
Citigroup
271
Citigroup
New York
$642K +$8.83K +76 +1%
AC
272
AlphaCore Capital
California
$635K +$362K +3,120 +133%
WP
273
WealthShield Partners
North Carolina
$630K -$16.8K -145 -3%
PIA
274
Perennial Investment Advisors
California
$626K -$6.27K -54 -1%
WAM
275
WNY Asset Management
New York
$625K +$116 +1 +0%