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iShares MSCI KLD 400 Social ETF

540 hedge funds and large institutions have $2.52B invested in iShares MSCI KLD 400 Social ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 181 increasing their positions, 211 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-22
Holders Change %
-3.91%
% of All Funds
7.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
29
Increased
181
Reduced
211
Closed
41
Calls
$102K
Puts
$164K
Net Calls
-$62K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
251
BlackRock
New York
$652K -$2.63M -25,646 -80%
UIA
252
Ulland Investment Advisors
Minnesota
$641K -$819K -8,000 -56%
EWA
253
EverSource Wealth Advisors
Alabama
$638K -$65.3K -638 -9%
KPWS
254
Kestra Private Wealth Services
Texas
$636K +$1.23K +12 +0.2%
BF
255
Brooklyn FI
New York
$632K
PFM
256
Peak Financial Management
Massachusetts
$631K -$8.71K -85 -1%
FCI
257
Financial Counselors Inc
Kansas
$627K -$164K -1,606 -21%
GWM
258
Geneos Wealth Management
Colorado
$626K +$466K +4,550 +291%
KNW
259
Kesler Norman & Wride
Utah
$624K
GSWM
260
Golden State Wealth Management
California
$624K -$72.1K -704 -10%
RW
261
Rede Wealth
Virginia
$622K -$67.6K -660 -10%
RFA
262
Rollins Financial Advisors
New York
$618K
MWM
263
Meridian Wealth Management
Kentucky
$618K +$15.5K +151 +3%
FCM
264
Fortis Capital Management
Washington
$612K +$1.54K +15 +0.3%
GSEP
265
Golden State Equity Partners
California
$601K +$116K +1,128 +24%
FFG
266
Frisch Financial Group
New York
$599K +$1.64K +16 +0.3%
BCWM
267
Bartlett & Co Wealth Management
Ohio
$590K
RIS
268
Retirement Income Solutions
Michigan
$590K
OPWM
269
Oregon Pacific Wealth Management
Oregon
$589K +$19.3K +188 +3%
TF
270
Theory Financial
Colorado
$579K +$19.9K +194 +4%
CAM
271
Carret Asset Management
New York
$573K -$184K -1,800 -24%
WP
272
WealthShield Partners
North Carolina
$570K -$72.6K -709 -11%
TRCT
273
Tower Research Capital (TRC)
New York
$570K -$3.54M -34,551 -86%
TIA
274
Traphagen Investment Advisors
New Jersey
$568K +$410 +4 +0.1%
BCM
275
Brookstone Capital Management
Illinois
$564K -$28.3K -276 -5%