DSI icon

iShares MSCI KLD 400 Social ETF

555 hedge funds and large institutions have $2.95B 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, 227 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:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

30% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 227

100% less call options, than puts

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

Holders
555
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
NAMM
276
NorthStar Asset Management (Massachusetts)
Massachusetts
$629K
LWA
277
Lifelong Wealth Advisors
Minnesota
$626K
AWG
278
Altus Wealth Group
Colorado
$617K
SWM
279
SK Wealth Management
Rhode Island
$608K
TIA
280
Traphagen Investment Advisors
New Jersey
$604K
NB
281
NBT Bank
New York
$601K
EI
282
Ellevest Inc
New York
$594K
GWM
283
Geneos Wealth Management
Colorado
$588K
SAM
284
S.A. Mason
Michigan
$586K
JBA
285
Johnson Bixby & Associates
Washington
$583K
EL
286
EQ LLC
Washington
$582K
CC
287
Copperleaf Capital
North Carolina
$581K
FLPIM
288
F.L. Putnam Investment Management
Massachusetts
$579K
WFA
289
West Financial Advisors
Iowa
$576K
BA
290
Bridgewater Advisors
New York
$575K
Deutsche Bank
291
Deutsche Bank
Germany
$573K
WWM
292
Western Wealth Management
Colorado
$571K
GWP
293
Gateway Wealth Partners
Wisconsin
$565K
LAMNM
294
Longview Asset Management (New Mexico)
New Mexico
$564K
CA
295
CoreCap Advisors
Michigan
$563K
JIC
296
Joel Isaacson & Co
New York
$562K
VWM
297
Venturi Wealth Management
Texas
$562K
BFG
298
Buttonwood Financial Group
Missouri
$560K
ONB
299
Old National Bancorp
Indiana
$558K
CIA
300
Concurrent Investment Advisors
Florida
$556K