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iShares MSCI KLD 400 Social ETF

540 hedge funds and large institutions have $2.52B invested in iShares MSCI KLD 400 Social ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 181 increasing their positions, 211 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-22
Holders Change %
-3.91%
% of All Funds
7.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
29
Increased
181
Reduced
211
Closed
41
Calls
$102K
Puts
$164K
Net Calls
-$62K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Shares
Change %
PSCM
351
Per Stirling Capital Management
Texas
$378K -$8.09K -79 -2%
SPAS
352
Spectrum Planning & Advisory Services
California
$377K +$43.3K +423 +13%
WB
353
WesBanco Bank
West Virginia
$376K -$5.43K -53 -1%
WA
354
Wealth Architects
California
$375K
HP
355
Hilltop Partners
Indiana
$373K -$53.3K -520 -12%
WHCI
356
W.H. Cornerstone Investments
Massachusetts
$367K +$307 +3 +0.1%
CA
357
Capital Advantage
California
$366K
SG
358
StoneX Group
New York
$360K +$360K +3,515 New
EP
359
Essential Planning
New Hampshire
$359K -$23.6M -230,092 -98%
JIC
360
Johnson Investment Counsel
Ohio
$358K
GVAG
361
Great Valley Advisor Group
Delaware
$353K +$54.8K +535 +18%
HCA
362
Heck Capital Advisors
Wisconsin
$351K -$473K -4,621 -57%
USCWA
363
U.S. Capital Wealth Advisors
Texas
$350K +$8.81K +86 +3%
CAMV
364
Concord Asset Management (Virginia)
Virginia
$348K -$38K -387 -10%
PA
365
Parkside Advisors
California
$344K +$102 +1 +0%
BHIA
366
Birch Hill Investment Advisors
Massachusetts
$344K +$35.2K +344 +11%
BCM
367
Blume Capital Management
California
$343K -$15.4K -150 -4%
TCM
368
TruNorth Capital Management
Michigan
$343K
VCP
369
Verus Capital Partners
Arizona
$343K -$922 -9 -0.3%
WA
370
WBH Advisory
Maryland
$340K +$21.8K +213 +7%
MLA
371
My Legacy Advisors
Oregon
$339K +$6.76K +66 +2%
BMM
372
Buffington Mohr McNeal
Idaho
$337K -$46.1K -450 -12%
AWA
373
Arete Wealth Advisors
Illinois
$337K -$29.9K -292 -8%
HWA
374
Hilltop Wealth Advisors
North Carolina
$335K
TPA
375
Trivium Point Advisory
Connecticut
$335K