DSI icon

iShares MSCI KLD 400 Social ETF

540 hedge funds and large institutions have $2.52B invested in iShares MSCI KLD 400 Social ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 181 increasing their positions, 211 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-22
Holders Change %
-3.91%
% of All Funds
7.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
29
Increased
181
Reduced
211
Closed
41
Calls
$102K
Puts
$164K
Net Calls
-$62K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Shares
Change %
HPC
326
HM Payson & Co
Maine
$430K
MWM
327
MBE Wealth Management
Wisconsin
$428K +$428K +4,181 New
HCM
328
Hengehold Capital Management
Ohio
$428K
GCP
329
GSA Capital Partners
United Kingdom
$419K +$219K +2,136 +109%
JF
330
JSF Financial
California
$418K -$7.48K -73 -2%
WFS
331
WealthGarden F.S.
California
$418K +$27.7K +270 +7%
ACG
332
Allen Capital Group
Nebraska
$418K -$2.77K -27 -0.7%
AA
333
Addison Advisors
Vermont
$417K
JSW
334
Journey Strategic Wealth
New Jersey
$413K -$410 -4 -0.1%
PFGIA
335
Patriot Financial Group Insurance Agency
Massachusetts
$408K -$29.4K -287 -7%
KPWG
336
KFA Private Wealth Group
Virginia
$407K +$512 +5 +0.1%
TVAMP
337
Tennessee Valley Asset Management Partners
Tennessee
$406K +$43.2K +422 +12%
CFS
338
Coordinated Financial Services
Colorado
$405K
SWM
339
SK Wealth Management
Rhode Island
$402K +$943 +10 +0.2%
M
340
MYeCFO
California
$399K +$9.22K +90 +2%
SFG
341
Sovereign Financial Group
Connecticut
$397K +$7.78K +76 +2%
RPC
342
Rossmore Private Capital
Connecticut
$396K
WWG
343
West Wealth Group
California
$389K -$131K -1,271 -25%
LC
344
Landaas & Company
Wisconsin
$387K +$819 +8 +0.2%
ATC
345
Argent Trust Co
Tennessee
$386K
VPIM
346
Vanguard Personalized Indexing Management
California
$384K
AG
347
AlTi Global
New York
$381K -$15.6K -152 -4%
CAM
348
Close Asset Management
United Kingdom
$380K
TCOV
349
Trust Company of Vermont
Vermont
$380K
RA
350
Rockingstone Advisors
Massachusetts
$379K -$95.2K -930 -20%