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iShares MSCI KLD 400 Social ETF

548 hedge funds and large institutions have $2.93B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 224 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: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

30% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 224

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

100% less call options, than puts

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

Holders
548
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
TIA
276
Traphagen Investment Advisors
New Jersey
$604K
NB
277
NBT Bank
New York
$601K
EI
278
Ellevest Inc
New York
$594K
GWM
279
Geneos Wealth Management
Colorado
$588K
SAM
280
S.A. Mason
Michigan
$586K
JBA
281
Johnson Bixby & Associates
Washington
$583K
EL
282
EQ LLC
Washington
$582K
CC
283
Copperleaf Capital
North Carolina
$581K
FLPIM
284
F.L. Putnam Investment Management
Massachusetts
$579K
WFA
285
West Financial Advisors
Iowa
$576K
BA
286
Bridgewater Advisors
New York
$575K
Deutsche Bank
287
Deutsche Bank
Germany
$573K
WWM
288
Western Wealth Management
Colorado
$571K
GWP
289
Gateway Wealth Partners
Wisconsin
$565K
LAMNM
290
Longview Asset Management (New Mexico)
New Mexico
$564K
CA
291
CoreCap Advisors
Michigan
$563K
JIC
292
Joel Isaacson & Co
New York
$562K
VWM
293
Venturi Wealth Management
Texas
$562K
BFG
294
Buttonwood Financial Group
Missouri
$560K
ONB
295
Old National Bancorp
Indiana
$558K
CIA
296
Concurrent Investment Advisors
Florida
$556K
PA
297
Prism Advisors
California
$554K
RIS
298
Retirement Income Solutions
Michigan
$553K
TNBTD
299
Trustmark National Bank Trust Department
Mississippi
$551K
MCCP
300
Mission Creek Capital Partners
California
$548K