iShares MSCI KLD 400 Social ETF
598 hedge funds and large institutions have $3.13B invested in iShares MSCI KLD 400 Social ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 182 increasing their positions, 206 reducing their positions, and 18 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 funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
1.77% more ownership
Funds ownership: 59.5% → 61.27% (+1.8%)
12% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 206
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $258K
Holders
598
Holding in Top 10
13
Calls
–
Puts
$258K
Top Buyers
| 1 | +$39.4M | |
| 2 | +$28.2M | |
| 3 | +$12.6M | |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$12.5M |
| 5 |
NAMM
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
+$12.4M |
Top Sellers
| 1 | -$47.8M | |
| 2 | -$5.95M | |
| 3 | -$4.84M | |
| 4 |
WANY
Wealthspire Advisors (New York)
New York
|
-$4.33M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.29M |
