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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 %
AA
326
Addison Advisors
Vermont
$473K
WFS
327
WealthGarden F.S.
California
$466K -$22.9K -191 -5%
MWA
328
Midland Wealth Advisors
Illinois
$462K -$70.9K -610 -13%
CFS
329
Coordinated Financial Services
Colorado
$460K
CIA
330
Concurrent Investment Advisors
Florida
$453K +$105K +903 +30%
HCM
331
Hengehold Capital Management
Ohio
$452K -$33.7K -290 -7%
WWG
332
West Wealth Group
California
$450K -$2.99K -25 -0.7%
RPC
333
Rossmore Private Capital
Connecticut
$449K
Marshall Wace
334
Marshall Wace
United Kingdom
$444K +$444K +3,821 New
PFGIA
335
Patriot Financial Group Insurance Agency
Massachusetts
$443K -$19.9K -171 -4%
BHIA
336
Birch Hill Investment Advisors
Massachusetts
$441K +$51.1K +440 +13%
KIM
337
Kestra Investment Management
Texas
$440K +$220K +2,010 +99%
VPIM
338
Vanguard Personalized Indexing Management
California
$436K
CAM
339
Close Asset Management
United Kingdom
$431K
TCOV
340
Trust Company of Vermont
Vermont
$431K
RA
341
Rockingstone Advisors
Massachusetts
$429K
HCA
342
Heck Capital Advisors
Wisconsin
$428K +$29.7K +256 +7%
WA
343
Wealth Architects
California
$425K
PSCM
344
Per Stirling Capital Management
Texas
$422K -$6.5K -56 -2%
KPWG
345
KFA Private Wealth Group
Virginia
$422K -$40K -344 -9%
WHCI
346
W.H. Cornerstone Investments
Massachusetts
$420K +$3.49K +30 +0.8%
WB
347
WesBanco Bank
West Virginia
$418K -$8.71K -75 -2%
OIA
348
OneDigital Investment Advisors
Kansas
$416K -$73.2K -630 -15%
JSW
349
Journey Strategic Wealth
New Jersey
$412K -$56.7K -488 -12%
EP
350
Essential Planning
New Hampshire
$411K +$3.14K +27 +0.8%