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iShares MSCI KLD 400 Social ETF

540 hedge funds and large institutions have $2.52B invested in iShares MSCI KLD 400 Social ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 181 increasing their positions, 211 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-22
Holders Change %
-3.91%
% of All Funds
7.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
29
Increased
181
Reduced
211
Closed
41
Calls
$102K
Puts
$164K
Net Calls
-$62K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Shares
Change %
FPAS
276
Focus Partners Advisor Solutions
Missouri
$559K +$200K +1,957 +56%
Citigroup
277
Citigroup
New York
$559K -$79.2K -773 -12%
PIA
278
Perennial Investment Advisors
California
$558K -$3.28K -32 -0.6%
MBT
279
Montecito Bank & Trust
California
$557K
PA
280
Prism Advisors
California
$551K -$74.8K -730 -12%
WAM
281
WNY Asset Management
New York
$550K +$102 +1 +0%
MFIM
282
Mesirow Financial Investment Management
Illinois
$550K +$1.23K +12 +0.2%
Members Trust
283
Members Trust
Florida
$548K
FF
284
Finley Financial
Nevada
$538K
FLPIM
285
F.L. Putnam Investment Management
Massachusetts
$538K +$44.2K +432 +9%
CC
286
Copperleaf Capital
North Carolina
$535K -$74.8K -730 -12%
SB
287
Strategic Blueprint
Georgia
$531K -$21.8K -213 -4%
WWM
288
Western Wealth Management
Colorado
$530K +$62.6K +611 +13%
BA
289
Bridgewater Advisors
New York
$528K +$528K +5,193 New
KBC Group
290
KBC Group
Belgium
$527K +$64.5K +629 +14%
GAM
291
Gould Asset Management
California
$526K -$512 -5 -0.1%
AF
292
Advisornet Financial
Minnesota
$523K +$9.42K +92 +2%
LWA
293
Lifelong Wealth Advisors
Minnesota
$521K +$78.5K +767 +18%
LC
294
Lindbrook Capital
California
$519K
QCM
295
Quantinno Capital Management
New York
$512K +$512K +5,000 New
FCG
296
Fielder Capital Group
Tennessee
$509K
WFA
297
West Financial Advisors
Iowa
$508K -$4.81K -47 -0.9%
JBA
298
Johnson Bixby & Associates
Washington
$508K +$508K +4,956 New
TIAA Trust, National Association
299
TIAA Trust, National Association
North Carolina
$505K +$15.2K +148 +3%
PCM
300
Parsons Capital Management
Rhode Island
$505K