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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
WFS
326
WealthGarden F.S.
California
$487K
RPC
327
Rossmore Private Capital
Connecticut
$487K
OBWG
328
Onyx Bridge Wealth Group
New York
$480K
SB
329
Strategic Blueprint
Georgia
$479K
ATC
330
Argent Trust Co
Tennessee
$474K
PFGIA
331
Patriot Financial Group Insurance Agency
Massachusetts
$474K
WWG
332
West Wealth Group
California
$473K
VPIM
333
Vanguard Personalized Indexing Management
California
$473K
CAM
334
Close Asset Management
United Kingdom
$468K
TVAMP
335
Tennessee Valley Asset Management Partners
Tennessee
$468K
TCOV
336
Trust Company of Vermont
Vermont
$464K
HCA
337
Heck Capital Advisors
Wisconsin
$463K
MWM
338
MBE Wealth Management
Wisconsin
$459K
VCP
339
Verus Capital Partners
Arizona
$458K
RA
340
Rockingstone Advisors
Massachusetts
$457K
LNB
341
Ledyard National Bank
$456K
CAL
342
Capital Analysts LLC
Pennsylvania
$456K
WHCI
343
W.H. Cornerstone Investments
Massachusetts
$450K
OIA
344
OneDigital Investment Advisors
Kansas
$449K
HPM
345
Hoxton Planning & Management
West Virginia
$444K
MWM
346
Mission Wealth Management
California
$444K
AWA
347
Arkadios Wealth Advisors
Georgia
$442K
SPAS
348
Spectrum Planning & Advisory Services
California
$437K
EP
349
Essential Planning
New Hampshire
$431K
KPWG
350
KFA Private Wealth Group
Virginia
$430K