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iShares MSCI KLD 400 Social ETF

554 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 49 funds opening new positions, 158 increasing their positions, 224 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.49% less ownership

Funds ownership: 59.6%59.11% (-0.49%)

29% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 224

Holders
554
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$17.7M
2 +$4.46M
3 +$3.76M
4
GS
GTS Securities
New York
+$2.76M
5
Mariner
Mariner
Kansas
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
251
Brooklyn FI
New York
$716K
PFM
252
Peak Financial Management
Massachusetts
$712K
TF
253
Theory Financial
Colorado
$708K
KNW
254
Kesler Norman & Wride
Utah
$708K
ZCI
255
Zevenbergen Capital Investments
Washington
$706K
RW
256
Rede Wealth
Virginia
$706K
BCM
257
Brookstone Capital Management
Illinois
$705K
MWM
258
Meridian Wealth Management
Kentucky
$701K
RFA
259
Rollins Financial Advisors
New York
$701K
GSWM
260
Golden State Wealth Management
California
$699K
UIA
261
Ulland Investment Advisors
Minnesota
$698K
FCM
262
Fortis Capital Management
Washington
$696K
EWA
263
EverSource Wealth Advisors
Alabama
$695K
HAP
264
Harbor Asset Planning
Massachusetts
$694K
Jane Street
265
Jane Street
New York
$686K
FFG
266
Frisch Financial Group
New York
$681K
BCWM
267
Bartlett & Co Wealth Management
Ohio
$669K
OPWM
268
Oregon Pacific Wealth Management
Oregon
$664K
BlackRock
269
BlackRock
New York
$657K
CAM
270
Carret Asset Management
New York
$650K
DAS
271
Diversify Advisory Services
Utah
$643K
Citigroup
272
Citigroup
New York
$642K
AC
273
AlphaCore Capital
California
$635K
WP
274
WealthShield Partners
North Carolina
$630K
PIA
275
Perennial Investment Advisors
California
$626K