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iShares MSCI KLD 400 Social ETF

548 hedge funds and large institutions have $2.93B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 224 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: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

30% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 224

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

100% less call options, than puts

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

Holders
548
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
ATC
326
Argent Trust Co
Tennessee
$474K
PFGIA
327
Patriot Financial Group Insurance Agency
Massachusetts
$474K
WWG
328
West Wealth Group
California
$473K
VPIM
329
Vanguard Personalized Indexing Management
California
$473K
CAM
330
Close Asset Management
United Kingdom
$468K
TVAMP
331
Tennessee Valley Asset Management Partners
Tennessee
$468K
TCOV
332
Trust Company of Vermont
Vermont
$464K
HCA
333
Heck Capital Advisors
Wisconsin
$463K
MWM
334
MBE Wealth Management
Wisconsin
$459K
VCP
335
Verus Capital Partners
Arizona
$458K
RA
336
Rockingstone Advisors
Massachusetts
$457K
LNB
337
Ledyard National Bank
$456K
CAL
338
Capital Analysts LLC
Pennsylvania
$456K
WHCI
339
W.H. Cornerstone Investments
Massachusetts
$450K
OIA
340
OneDigital Investment Advisors
Kansas
$449K
HPM
341
Hoxton Planning & Management
West Virginia
$444K
MWM
342
Mission Wealth Management
California
$444K
AWA
343
Arkadios Wealth Advisors
Georgia
$442K
SPAS
344
Spectrum Planning & Advisory Services
California
$437K
EP
345
Essential Planning
New Hampshire
$431K
KPWG
346
KFA Private Wealth Group
Virginia
$430K
AWA
347
Arete Wealth Advisors
Illinois
$427K
BCM
348
Blume Capital Management
California
$422K
TCM
349
TruNorth Capital Management
Michigan
$422K
CAAS
350
Capital Asset Advisory Services
Michigan
$420K