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iShares MSCI KLD 400 Social ETF

558 hedge funds and large institutions have $2.96B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 229 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: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

31% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 229

100% less call options, than puts

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

Holders
558
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
MFG
276
Magnus Financial Group
New York
$639K
NAMM
277
NorthStar Asset Management (Massachusetts)
Massachusetts
$629K
LWA
278
Lifelong Wealth Advisors
Minnesota
$626K
AWG
279
Altus Wealth Group
Colorado
$617K
SWM
280
SK Wealth Management
Rhode Island
$608K
TIA
281
Traphagen Investment Advisors
New Jersey
$604K
NB
282
NBT Bank
New York
$601K
EI
283
Ellevest Inc
New York
$594K
GWM
284
Geneos Wealth Management
Colorado
$588K
SAM
285
S.A. Mason
Michigan
$586K
JBA
286
Johnson Bixby & Associates
Washington
$583K
EL
287
EQ LLC
Washington
$582K
CC
288
Copperleaf Capital
North Carolina
$581K
FLPIM
289
F.L. Putnam Investment Management
Massachusetts
$579K
WFA
290
West Financial Advisors
Iowa
$576K
BA
291
Bridgewater Advisors
New York
$575K
Deutsche Bank
292
Deutsche Bank
Germany
$573K
WWM
293
Western Wealth Management
Colorado
$571K
GWP
294
Gateway Wealth Partners
Wisconsin
$565K
LAMNM
295
Longview Asset Management (New Mexico)
New Mexico
$564K
CA
296
CoreCap Advisors
Michigan
$563K
JIC
297
Joel Isaacson & Co
New York
$562K
VWM
298
Venturi Wealth Management
Texas
$562K
BFG
299
Buttonwood Financial Group
Missouri
$560K
ONB
300
Old National Bancorp
Indiana
$558K