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iShares MSCI KLD 400 Social ETF

551 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 47 funds opening new positions, 158 increasing their positions, 224 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+11
Holders Change %
+2.04%
% of All Funds
7.39%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
47
Increased
158
Reduced
224
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
301
Geneos Wealth Management
Colorado
$532K -$178K -1,535 -25%
FLPIM
302
F.L. Putnam Investment Management
Massachusetts
$529K -$81.3K -700 -13%
Deutsche Bank
303
Deutsche Bank
Germany
$529K
TIAA Trust, National Association
304
TIAA Trust, National Association
North Carolina
$526K -$46.5K -400 -8%
HP
305
Hilltop Partners
Indiana
$521K +$97.7K +841 +23%
ONB
306
Old National Bancorp
Indiana
$520K +$520K +4,476 New
CA
307
CoreCap Advisors
Michigan
$520K +$11.8K +102 +2%
JIC
308
Joel Isaacson & Co
New York
$519K
CWP
309
Concord Wealth Partners
Virginia
$518K -$23.8K -205 -4%
CAMV
310
Concord Asset Management (Virginia)
Virginia
$518K +$106K +910 +26%
LA
311
LWM Advisors
California
$514K
BFG
312
Buttonwood Financial Group
Missouri
$513K -$24.1K -207 -4%
WCFA
313
Walkner Condon Financial Advisors
Wisconsin
$511K -$18.9K -163 -4%
RIS
314
Retirement Income Solutions
Michigan
$510K -$159K -1,365 -24%
TNBTD
315
Trustmark National Bank Trust Department
Mississippi
$508K
MCCP
316
Mission Creek Capital Partners
California
$506K -$53.4K -460 -10%
SWM
317
SK Wealth Management
Rhode Island
$501K +$1.06K +9 +0.2%
AG
318
Ascent Group
Virginia
$501K -$38.9K -335 -7%
PA
319
Prism Advisors
California
$496K -$128K -1,103 -21%
MFA
320
Mayflower Financial Advisors
Massachusetts
$492K
AFG
321
Atomi Financial Group
New York
$490K
CAG
322
Crestwood Advisors Group
Massachusetts
$490K
MWM
323
MBE Wealth Management
Wisconsin
$488K +$1.86K +16 +0.4%
ATC
324
Argent Trust Co
Tennessee
$485K +$47.9K +412 +11%
SB
325
Strategic Blueprint
Georgia
$480K -$123K -1,059 -20%