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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

551 hedge funds and large institutions have $2.78B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 224 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+11
Holders Change %
+2.04%
% of All Funds
7.39%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
47
Increased
158
Reduced
224
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$135M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$133M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$9.47M
4
GS
GTS Securities
New York
$4.24M
5
Mariner
Mariner
Kansas
$40M

Top Sellers

1
HIF
Hill Island Financial
Michigan
$810K
2
Morgan Stanley
Morgan Stanley
New York
$445M
3
AWS
Atria Wealth Solutions
New York
$1.94M
4
Osaic Holdings
Osaic Holdings
Arizona
$11.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$5.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
351
Renaissance Technologies
New York
$407K +$139K +1,200 +52%
SPAS
352
Spectrum Planning & Advisory Services
California
$403K -$24.5K -211 -6%
FCG
353
Fielder Capital Group
Tennessee
$391K -$186K -1,601 -32%
PA
354
Parkside Advisors
California
$390K – – –
HPM
355
Hoxton Planning & Management
West Virginia
$390K -$98K -844 -20%
WA
356
WBH Advisory
Maryland
$390K +$4.65K +40 +1%
BCM
357
Blume Capital Management
California
$389K – – –
LJHT
358
Laurie J. Hall Trustee
$389K +$389K +3,350 New
TCM
359
TruNorth Capital Management
Michigan
$389K – – –
VCP
360
Verus Capital Partners
Arizona
$386K -$2.56K -22 -0.7%
AWA
361
Arete Wealth Advisors
Illinois
$384K +$1.74K +15 +0.5%
USCWA
362
U.S. Capital Wealth Advisors
Texas
$383K -$14.3K -123 -4%
LRIA
363
Leonard Rickey Investment Advisors
Washington
$382K – – –
CAL
364
Capital Analysts LLC
Pennsylvania
$381K +$12.1K +104 +3%
HWA
365
Hilltop Wealth Advisors
North Carolina
$380K – – –
FFA
366
First Foundation Advisors
California
$376K – – –
YP
367
YANKCOM Partnership
South Dakota
$372K – – –
AAP
368
Arax Advisory Partners
Colorado
$372K -$372K -3,200 -50%
BFG
369
Beacon Financial Group
Texas
$370K -$2.67K -23 -0.7%
OPW
370
Oxler Private Wealth
New York
$369K +$813 +7 +0.2%
SFG
371
Sovereign Financial Group
Connecticut
$366K -$84.3K -726 -19%
AWM
372
Affinity Wealth Management
Delaware
$364K – – –
LC
373
Landaas & Company
Wisconsin
$363K -$76.3K -657 -17%
AWM
374
Axxcess Wealth Management
California
$357K +$110K +951 +45%
CAAS
375
Capital Asset Advisory Services
Michigan
$356K +$110K +951 +45%
13 14
15
16 17