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iShares MSCI KLD 400 Social ETF

555 hedge funds and large institutions have $2.95B 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, 227 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:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

30% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 227

100% less call options, than puts

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

Holders
555
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
RFA
251
Rollins Financial Advisors
New York
$760K
FCM
252
Fortis Capital Management
Washington
$756K
GSWM
253
Golden State Wealth Management
California
$751K
FFG
254
Frisch Financial Group
New York
$740K
UIA
255
Ulland Investment Advisors
Minnesota
$737K
MBT
256
Montecito Bank & Trust
California
$730K
TF
257
Theory Financial
Colorado
$729K
BCWM
258
Bartlett & Co Wealth Management
Ohio
$726K
EWA
259
EverSource Wealth Advisors
Alabama
$718K
HAP
260
Harbor Asset Planning
Massachusetts
$711K
BlackRock
261
BlackRock
New York
$710K
CAM
262
Carret Asset Management
New York
$705K
OPWM
263
Oregon Pacific Wealth Management
Oregon
$694K
AC
264
AlphaCore Capital
California
$689K
WAM
265
WNY Asset Management
New York
$688K
BIA
266
Bigelow Investment Advisors
Maine
$685K
JWCA
267
J.W. Cole Advisors
Florida
$679K
WP
268
WealthShield Partners
North Carolina
$678K
PIA
269
Perennial Investment Advisors
California
$674K
Members Trust
270
Members Trust
Florida
$674K
KNW
271
Kesler Norman & Wride
Utah
$672K
FF
272
Finley Financial
Nevada
$666K
AF
273
Advisornet Financial
Minnesota
$648K
MFIM
274
Mesirow Financial Investment Management
Illinois
$644K
MFG
275
Magnus Financial Group
New York
$639K