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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 %
AWG
301
Altus Wealth Group
Colorado
$501K -$3.69K -36 -0.7%
MCCP
302
Mission Creek Capital Partners
California
$493K -$83.5K -815 -14%
VWM
303
Venturi Wealth Management
Texas
$492K -$44K -430 -8%
CC
304
Callan Capital
California
$491K
NB
305
NBT Bank
New York
$489K -$5.12K -50 -1%
MFG
306
Magnus Financial Group
New York
$488K +$3.99K +39 +0.8%
BBNA
307
Bremer Bank National Association
Minnesota
$486K -$79.3K -774 -14%
EI
308
Ellevest Inc
New York
$483K
CWP
309
Concord Wealth Partners
Virginia
$477K -$143K -1,401 -23%
AG
310
Ascent Group
Virginia
$476K +$130K +1,272 +38%
AWA
311
Arkadios Wealth Advisors
Georgia
$472K -$31K -303 -6%
MWA
312
Midland Wealth Advisors
Illinois
$469K -$2.56K -25 -0.5%
WCFA
313
Walkner Condon Financial Advisors
Wisconsin
$468K -$21.9K -214 -4%
Deutsche Bank
314
Deutsche Bank
Germany
$466K
LA
315
LWM Advisors
California
$465K
EL
316
EQ LLC
Washington
$462K +$49.4K +482 +12%
JIC
317
Joel Isaacson & Co
New York
$457K
TNBTD
318
Trustmark National Bank Trust Department
Mississippi
$448K
CA
319
CoreCap Advisors
Michigan
$448K -$27.7K -270 -6%
BFG
320
Buttonwood Financial Group
Missouri
$446K +$14.7K +152 +3%
MFA
321
Mayflower Financial Advisors
Massachusetts
$434K
AFG
322
Atomi Financial Group
New York
$432K +$614 +6 +0.1%
CAG
323
Crestwood Advisors Group
Massachusetts
$432K
OIA
324
OneDigital Investment Advisors
Kansas
$431K -$60.8K -594 -12%
HPM
325
Hoxton Planning & Management
West Virginia
$431K +$191K +1,863 +80%