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iShares MSCI KLD 400 Social ETF

558 hedge funds and large institutions have $2.96B 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, 229 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:

more funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

31% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 229

100% less call options, than puts

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

Holders
558
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
CWP
326
Concord Wealth Partners
Virginia
$488K
WFS
327
WealthGarden F.S.
California
$487K
RPC
328
Rossmore Private Capital
Connecticut
$487K
OBWG
329
Onyx Bridge Wealth Group
New York
$480K
SB
330
Strategic Blueprint
Georgia
$479K
ATC
331
Argent Trust Co
Tennessee
$474K
PFGIA
332
Patriot Financial Group Insurance Agency
Massachusetts
$474K
WWG
333
West Wealth Group
California
$473K
VPIM
334
Vanguard Personalized Indexing Management
California
$473K
CAM
335
Close Asset Management
United Kingdom
$468K
TVAMP
336
Tennessee Valley Asset Management Partners
Tennessee
$468K
TCOV
337
Trust Company of Vermont
Vermont
$464K
HCA
338
Heck Capital Advisors
Wisconsin
$463K
MWM
339
MBE Wealth Management
Wisconsin
$459K
VCP
340
Verus Capital Partners
Arizona
$458K
RA
341
Rockingstone Advisors
Massachusetts
$457K
LNB
342
Ledyard National Bank
$456K
CAL
343
Capital Analysts LLC
Pennsylvania
$456K
WHCI
344
W.H. Cornerstone Investments
Massachusetts
$450K
OIA
345
OneDigital Investment Advisors
Kansas
$449K
HPM
346
Hoxton Planning & Management
West Virginia
$444K
MWM
347
Mission Wealth Management
California
$444K
AWA
348
Arkadios Wealth Advisors
Georgia
$442K
SPAS
349
Spectrum Planning & Advisory Services
California
$437K
EP
350
Essential Planning
New Hampshire
$431K