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iShares MSCI KLD 400 Social ETF

555 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 49 funds opening new positions, 158 increasing their positions, 224 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:

0.48% less ownership

Funds ownership: 59.6%59.12% (-0.48%)

29% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 224

Holders
555
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
JSW
351
Journey Strategic Wealth
New Jersey
$412K
EP
352
Essential Planning
New Hampshire
$411K
Renaissance Technologies
353
Renaissance Technologies
New York
$407K
SPAS
354
Spectrum Planning & Advisory Services
California
$403K
FCG
355
Fielder Capital Group
Tennessee
$391K
PA
356
Parkside Advisors
California
$390K
HPM
357
Hoxton Planning & Management
West Virginia
$390K
WA
358
WBH Advisory
Maryland
$390K
BCM
359
Blume Capital Management
California
$389K
LJHT
360
Laurie J. Hall Trustee
$389K
TCM
361
TruNorth Capital Management
Michigan
$389K
VCP
362
Verus Capital Partners
Arizona
$386K
AWA
363
Arete Wealth Advisors
Illinois
$384K
USCWA
364
U.S. Capital Wealth Advisors
Texas
$383K
LRIA
365
Leonard Rickey Investment Advisors
Washington
$382K
CAL
366
Capital Analysts LLC
Pennsylvania
$381K
HWA
367
Hilltop Wealth Advisors
North Carolina
$380K
FFA
368
First Foundation Advisors
California
$376K
YP
369
YANKCOM Partnership
South Dakota
$372K
AAP
370
Arax Advisory Partners
Colorado
$372K
BFG
371
Beacon Financial Group
Texas
$370K
OPW
372
Oxler Private Wealth
New York
$369K
SFG
373
Sovereign Financial Group
Connecticut
$366K
AWM
374
Affinity Wealth Management
Delaware
$364K
LC
375
Landaas & Company
Wisconsin
$363K