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iShares MSCI KLD 400 Social ETF

548 hedge funds and large institutions have $2.93B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 224 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: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

30% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 224

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

100% less call options, than puts

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

Holders
548
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
UIA
251
Ulland Investment Advisors
Minnesota
$737K
MBT
252
Montecito Bank & Trust
California
$730K
TF
253
Theory Financial
Colorado
$729K
BCWM
254
Bartlett & Co Wealth Management
Ohio
$726K
EWA
255
EverSource Wealth Advisors
Alabama
$718K
HAP
256
Harbor Asset Planning
Massachusetts
$711K
BlackRock
257
BlackRock
New York
$710K
CAM
258
Carret Asset Management
New York
$705K
OPWM
259
Oregon Pacific Wealth Management
Oregon
$694K
AC
260
AlphaCore Capital
California
$689K
WAM
261
WNY Asset Management
New York
$688K
BIA
262
Bigelow Investment Advisors
Maine
$685K
JWCA
263
J.W. Cole Advisors
Florida
$679K
WP
264
WealthShield Partners
North Carolina
$678K
PIA
265
Perennial Investment Advisors
California
$674K
Members Trust
266
Members Trust
Florida
$674K
KNW
267
Kesler Norman & Wride
Utah
$672K
FF
268
Finley Financial
Nevada
$666K
AF
269
Advisornet Financial
Minnesota
$648K
MFIM
270
Mesirow Financial Investment Management
Illinois
$644K
MFG
271
Magnus Financial Group
New York
$639K
NAMM
272
NorthStar Asset Management (Massachusetts)
Massachusetts
$629K
LWA
273
Lifelong Wealth Advisors
Minnesota
$626K
AWG
274
Altus Wealth Group
Colorado
$617K
SWM
275
SK Wealth Management
Rhode Island
$608K