DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

551 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 47 funds opening new positions, 158 increasing their positions, 224 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+11
Holders Change %
+2.04%
% of All Funds
7.39%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
47
Increased
158
Reduced
224
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$135M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$133M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$9.47M
4
GS
4
GTS Securities
New York
$4.24M
5
Mariner
5
Mariner
Kansas
$40M

Top Sellers

1
HIF
1
Hill Island Financial
Michigan
$810K
2
Morgan Stanley
2
Morgan Stanley
New York
$445M
3
AWS
3
Atria Wealth Solutions
New York
$1.94M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.6M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$5.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Members Trust
276
Members Trust
Florida
$621K – – –
JWCA
277
J.W. Cole Advisors
Florida
$617K +$241K +2,078 +64%
FF
278
Finley Financial
Nevada
$614K – – –
WWM
279
Western Wealth Management
Colorado
$611K +$9.99K +86 +2%
CC
280
Copperleaf Capital
North Carolina
$607K -$349 -3 -0.1%
GAM
281
Gould Asset Management
California
$602K +$5.81K +50 +1%
KBC Group
282
KBC Group
Belgium
$597K – – –
AF
283
Advisornet Financial
Minnesota
$597K +$3.95K +34 +0.7%
MFIM
284
Mesirow Financial Investment Management
Illinois
$594K -$29.4K -253 -5%
LWA
285
Lifelong Wealth Advisors
Minnesota
$593K +$1.16K +10 +0.2%
QCM
286
Quantinno Capital Management
New York
$581K – – –
WFA
287
West Financial Advisors
Iowa
$577K +$1.74K +15 +0.3%
SA
288
Sovran Advisors
California
$571K +$253K +2,166 +79%
AWG
289
Altus Wealth Group
Colorado
$569K – – –
TIA
290
Traphagen Investment Advisors
New Jersey
$566K -$77.5K -667 -12%
PCM
291
Parsons Capital Management
Rhode Island
$561K -$11.6K -100 -2%
JBA
292
Johnson Bixby & Associates
Washington
$559K -$16.8K -145 -3%
MFG
293
Magnus Financial Group
New York
$558K +$4.07K +35 +0.7%
NB
294
NBT Bank
New York
$554K – – –
EI
295
Ellevest Inc
New York
$547K – – –
BA
296
Bridgewater Advisors
New York
$546K -$80.7K -669 -13%
AWA
297
Arkadios Wealth Advisors
Georgia
$543K +$7.78K +67 +1%
SAM
298
S.A. Mason
Michigan
$540K +$540K +4,651 New
EL
299
EQ LLC
Washington
$536K +$11.6K +100 +2%
VWM
300
Venturi Wealth Management
Texas
$533K -$25.6K -220 -5%
10 11
12
13 14