DSI icon

iShares MSCI KLD 400 Social ETF

555 hedge funds and large institutions have $2.78B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 158 increasing their positions, 224 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:

0.48% less ownership

Funds ownership: 59.6%59.12% (-0.48%)

29% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 224

Holders
555
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
VWM
301
Venturi Wealth Management
Texas
$533K
GWM
302
Geneos Wealth Management
Colorado
$532K
FLPIM
303
F.L. Putnam Investment Management
Massachusetts
$529K
Deutsche Bank
304
Deutsche Bank
Germany
$529K
TIAA Trust, National Association
305
TIAA Trust, National Association
North Carolina
$526K
HP
306
Hilltop Partners
Indiana
$521K
ONB
307
Old National Bancorp
Indiana
$520K
CA
308
CoreCap Advisors
Michigan
$520K
JIC
309
Joel Isaacson & Co
New York
$519K
CWP
310
Concord Wealth Partners
Virginia
$518K
CAMV
311
Concord Asset Management (Virginia)
Virginia
$518K
LA
312
LWM Advisors
California
$514K
BFG
313
Buttonwood Financial Group
Missouri
$513K
WCFA
314
Walkner Condon Financial Advisors
Wisconsin
$511K
RIS
315
Retirement Income Solutions
Michigan
$510K
TNBTD
316
Trustmark National Bank Trust Department
Mississippi
$508K
MCCP
317
Mission Creek Capital Partners
California
$506K
SWM
318
SK Wealth Management
Rhode Island
$501K
AG
319
Ascent Group
Virginia
$501K
PA
320
Prism Advisors
California
$496K
MFA
321
Mayflower Financial Advisors
Massachusetts
$492K
AFG
322
Atomi Financial Group
New York
$490K
CAG
323
Crestwood Advisors Group
Massachusetts
$490K
HPC
324
HM Payson & Co
Maine
$488K
MWM
325
MBE Wealth Management
Wisconsin
$488K