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iShares MSCI KLD 400 Social ETF

556 hedge funds and large institutions have $2.8B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 160 increasing their positions, 223 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.21% less ownership

Funds ownership: 59.6%59.39% (-0.21%)

28% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 223

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$17.7M
2 +$4.46M
3 +$3.76M
4
GS
GTS Securities
New York
+$2.76M
5
Mariner
Mariner
Kansas
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
326
MBE Wealth Management
Wisconsin
$488K
ATC
327
Argent Trust Co
Tennessee
$485K
SB
328
Strategic Blueprint
Georgia
$480K
AA
329
Addison Advisors
Vermont
$473K
WFS
330
WealthGarden F.S.
California
$466K
MWA
331
Midland Wealth Advisors
Illinois
$462K
CFS
332
Coordinated Financial Services
Colorado
$460K
CIA
333
Concurrent Investment Advisors
Florida
$453K
HCM
334
Hengehold Capital Management
Ohio
$452K
WWG
335
West Wealth Group
California
$450K
RPC
336
Rossmore Private Capital
Connecticut
$449K
Marshall Wace
337
Marshall Wace
United Kingdom
$444K
PFGIA
338
Patriot Financial Group Insurance Agency
Massachusetts
$443K
BHIA
339
Birch Hill Investment Advisors
Massachusetts
$441K
KIM
340
Kestra Investment Management
Texas
$440K
VPIM
341
Vanguard Personalized Indexing Management
California
$436K
CAM
342
Close Asset Management
United Kingdom
$431K
TCOV
343
Trust Company of Vermont
Vermont
$431K
RA
344
Rockingstone Advisors
Massachusetts
$429K
HCA
345
Heck Capital Advisors
Wisconsin
$428K
WA
346
Wealth Architects
California
$425K
PSCM
347
Per Stirling Capital Management
Texas
$422K
KPWG
348
KFA Private Wealth Group
Virginia
$422K
WHCI
349
W.H. Cornerstone Investments
Massachusetts
$420K
WB
350
WesBanco Bank
West Virginia
$418K