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iShares MSCI KLD 400 Social ETF

556 hedge funds and large institutions have $2.8B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 160 increasing their positions, 223 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.21% less ownership

Funds ownership: 59.6%59.39% (-0.21%)

28% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 223

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$17.7M
2 +$4.46M
3 +$3.76M
4
GS
GTS Securities
New York
+$2.76M
5
Mariner
Mariner
Kansas
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
351
OneDigital Investment Advisors
Kansas
$416K
JSW
352
Journey Strategic Wealth
New Jersey
$412K
EP
353
Essential Planning
New Hampshire
$411K
Renaissance Technologies
354
Renaissance Technologies
New York
$407K
SPAS
355
Spectrum Planning & Advisory Services
California
$403K
FCG
356
Fielder Capital Group
Tennessee
$391K
PA
357
Parkside Advisors
California
$390K
HPM
358
Hoxton Planning & Management
West Virginia
$390K
WA
359
WBH Advisory
Maryland
$390K
BCM
360
Blume Capital Management
California
$389K
LJHT
361
Laurie J. Hall Trustee
$389K
TCM
362
TruNorth Capital Management
Michigan
$389K
VCP
363
Verus Capital Partners
Arizona
$386K
AWA
364
Arete Wealth Advisors
Illinois
$384K
USCWA
365
U.S. Capital Wealth Advisors
Texas
$383K
LRIA
366
Leonard Rickey Investment Advisors
Washington
$382K
CAL
367
Capital Analysts LLC
Pennsylvania
$381K
HWA
368
Hilltop Wealth Advisors
North Carolina
$380K
FFA
369
First Foundation Advisors
California
$376K
YP
370
YANKCOM Partnership
South Dakota
$372K
AAP
371
Arax Advisory Partners
Colorado
$372K
BFG
372
Beacon Financial Group
Texas
$370K
OPW
373
Oxler Private Wealth
New York
$369K
SFG
374
Sovereign Financial Group
Connecticut
$366K
AWM
375
Affinity Wealth Management
Delaware
$364K