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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
LA
301
LWM Advisors
California
$548K
PCM
302
Parsons Capital Management
Rhode Island
$545K
Jane Street
303
Jane Street
New York
$543K
RFP
304
RCS Financial Planning
Maryland
$540K
TIAA Trust, National Association
305
TIAA Trust, National Association
North Carolina
$539K
WCFA
306
Walkner Condon Financial Advisors
Wisconsin
$537K
QCM
307
Quantinno Capital Management
New York
$535K
AFG
308
Atomi Financial Group
New York
$531K
DAS
309
Diversify Advisory Services
Utah
$531K
CAG
310
Crestwood Advisors Group
Massachusetts
$531K
HPC
311
HM Payson & Co
Maine
$530K
WB
312
WesBanco Bank
West Virginia
$528K
HP
313
Hilltop Partners
Indiana
$526K
SW
314
SVB Wealth
Massachusetts
$526K
AG
315
Ascent Group
Virginia
$522K
MFA
316
Mayflower Financial Advisors
Massachusetts
$518K
CFS
317
Coordinated Financial Services
Colorado
$503K
AA
318
Addison Advisors
Vermont
$498K
HCM
319
Hengehold Capital Management
Ohio
$490K
BHIA
320
Birch Hill Investment Advisors
Massachusetts
$489K
CWP
321
Concord Wealth Partners
Virginia
$488K
WFS
322
WealthGarden F.S.
California
$487K
RPC
323
Rossmore Private Capital
Connecticut
$487K
OBWG
324
Onyx Bridge Wealth Group
New York
$480K
SB
325
Strategic Blueprint
Georgia
$479K