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iShares MSCI KLD 400 Social ETF

548 hedge funds and large institutions have $2.93B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 224 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: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

30% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 224

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

100% less call options, than puts

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

Holders
548
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
AWM
351
Axxcess Wealth Management
California
$420K
Susquehanna International Group
352
Susquehanna International Group
Pennsylvania
$420K
WA
353
WBH Advisory
Maryland
$416K
HWA
354
Hilltop Wealth Advisors
North Carolina
$412K
LC
355
Landaas & Company
Wisconsin
$410K
SFG
356
Sovereign Financial Group
Connecticut
$410K
LRIA
357
Leonard Rickey Investment Advisors
Washington
$409K
USCWA
358
U.S. Capital Wealth Advisors
Texas
$407K
FFA
359
First Foundation Advisors
California
$407K
YP
360
YANKCOM Partnership
South Dakota
$403K
TSS
361
Two Sigma Securities
New York
$402K
OPW
362
Oxler Private Wealth
New York
$401K
BFG
363
Beacon Financial Group
Texas
$401K
PSCM
364
Per Stirling Capital Management
Texas
$398K
MWA
365
Midland Wealth Advisors
Illinois
$389K
MAG
366
MRA Advisory Group
New Jersey
$387K
MIA
367
Milestone Investment Advisors
Wisconsin
$384K
G
368
GenTrust
Florida
$383K
SFMG
369
Sage Financial Management Group
Virginia
$382K
BZWA
370
Blue Zone Wealth Advisors
California
$381K
GWP
371
Gen-Wealth Partners
Michigan
$381K
JSW
372
Journey Strategic Wealth
New Jersey
$379K
SIAP
373
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$378K
GA
374
Goldstein Advisors
Wisconsin
$376K
JWBC
375
J.W. Burns & Co
New York
$365K