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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
ZCI
251
Zevenbergen Capital Investments
Washington
$765K
RFA
252
Rollins Financial Advisors
New York
$760K
FCM
253
Fortis Capital Management
Washington
$756K
GSWM
254
Golden State Wealth Management
California
$751K
FFG
255
Frisch Financial Group
New York
$740K
UIA
256
Ulland Investment Advisors
Minnesota
$737K
MBT
257
Montecito Bank & Trust
California
$730K
TF
258
Theory Financial
Colorado
$729K
BCWM
259
Bartlett & Co Wealth Management
Ohio
$726K
EWA
260
EverSource Wealth Advisors
Alabama
$718K
HAP
261
Harbor Asset Planning
Massachusetts
$711K
BlackRock
262
BlackRock
New York
$710K
CAM
263
Carret Asset Management
New York
$705K
OPWM
264
Oregon Pacific Wealth Management
Oregon
$694K
AC
265
AlphaCore Capital
California
$689K
WAM
266
WNY Asset Management
New York
$688K
BIA
267
Bigelow Investment Advisors
Maine
$685K
JWCA
268
J.W. Cole Advisors
Florida
$679K
WP
269
WealthShield Partners
North Carolina
$678K
PIA
270
Perennial Investment Advisors
California
$674K
Members Trust
271
Members Trust
Florida
$674K
KNW
272
Kesler Norman & Wride
Utah
$672K
FF
273
Finley Financial
Nevada
$666K
AF
274
Advisornet Financial
Minnesota
$648K
MFIM
275
Mesirow Financial Investment Management
Illinois
$644K