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iShares MSCI KLD 400 Social ETF

555 hedge funds and large institutions have $2.95B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 227 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: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

30% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 227

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $315K

Holders
555
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
PA
301
Prism Advisors
California
$554K
RIS
302
Retirement Income Solutions
Michigan
$553K
TNBTD
303
Trustmark National Bank Trust Department
Mississippi
$551K
MCCP
304
Mission Creek Capital Partners
California
$548K
LA
305
LWM Advisors
California
$548K
PCM
306
Parsons Capital Management
Rhode Island
$545K
Jane Street
307
Jane Street
New York
$543K
RFP
308
RCS Financial Planning
Maryland
$540K
TIAA Trust, National Association
309
TIAA Trust, National Association
North Carolina
$539K
WCFA
310
Walkner Condon Financial Advisors
Wisconsin
$537K
QCM
311
Quantinno Capital Management
New York
$535K
AFG
312
Atomi Financial Group
New York
$531K
DAS
313
Diversify Advisory Services
Utah
$531K
CAG
314
Crestwood Advisors Group
Massachusetts
$531K
HPC
315
HM Payson & Co
Maine
$530K
WB
316
WesBanco Bank
West Virginia
$528K
HP
317
Hilltop Partners
Indiana
$526K
SW
318
SVB Wealth
Massachusetts
$526K
AG
319
Ascent Group
Virginia
$522K
MFA
320
Mayflower Financial Advisors
Massachusetts
$518K
CFS
321
Coordinated Financial Services
Colorado
$503K
AA
322
Addison Advisors
Vermont
$498K
HCM
323
Hengehold Capital Management
Ohio
$490K
BHIA
324
Birch Hill Investment Advisors
Massachusetts
$489K
CWP
325
Concord Wealth Partners
Virginia
$488K