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iShares MSCI KLD 400 Social ETF

556 hedge funds and large institutions have $2.8B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 160 increasing their positions, 223 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.21% less ownership

Funds ownership: 59.6%59.39% (-0.21%)

28% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 223

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$17.7M
2 +$4.46M
3 +$3.76M
4
GS
GTS Securities
New York
+$2.76M
5
Mariner
Mariner
Kansas
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
EL
301
EQ LLC
Washington
$536K
VWM
302
Venturi Wealth Management
Texas
$533K
GWM
303
Geneos Wealth Management
Colorado
$532K
FLPIM
304
F.L. Putnam Investment Management
Massachusetts
$529K
Deutsche Bank
305
Deutsche Bank
Germany
$529K
TIAA Trust, National Association
306
TIAA Trust, National Association
North Carolina
$526K
HP
307
Hilltop Partners
Indiana
$521K
ONB
308
Old National Bancorp
Indiana
$520K
CA
309
CoreCap Advisors
Michigan
$520K
JIC
310
Joel Isaacson & Co
New York
$519K
CWP
311
Concord Wealth Partners
Virginia
$518K
CAMV
312
Concord Asset Management (Virginia)
Virginia
$518K
LA
313
LWM Advisors
California
$514K
BFG
314
Buttonwood Financial Group
Missouri
$513K
WCFA
315
Walkner Condon Financial Advisors
Wisconsin
$511K
RIS
316
Retirement Income Solutions
Michigan
$510K
TNBTD
317
Trustmark National Bank Trust Department
Mississippi
$508K
MCCP
318
Mission Creek Capital Partners
California
$506K
SWM
319
SK Wealth Management
Rhode Island
$501K
AG
320
Ascent Group
Virginia
$501K
PA
321
Prism Advisors
California
$496K
MFA
322
Mayflower Financial Advisors
Massachusetts
$492K
AFG
323
Atomi Financial Group
New York
$490K
CAG
324
Crestwood Advisors Group
Massachusetts
$490K
HPC
325
HM Payson & Co
Maine
$488K