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iShares MSCI KLD 400 Social ETF

558 hedge funds and large institutions have $2.96B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 229 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: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

31% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 229

100% less call options, than puts

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

Holders
558
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
KPWG
351
KFA Private Wealth Group
Virginia
$430K
AWA
352
Arete Wealth Advisors
Illinois
$427K
BCM
353
Blume Capital Management
California
$422K
TCM
354
TruNorth Capital Management
Michigan
$422K
AWM
355
Axxcess Wealth Management
California
$420K
CAAS
356
Capital Asset Advisory Services
Michigan
$420K
Susquehanna International Group
357
Susquehanna International Group
Pennsylvania
$420K
WA
358
WBH Advisory
Maryland
$416K
HWA
359
Hilltop Wealth Advisors
North Carolina
$412K
LC
360
Landaas & Company
Wisconsin
$410K
SFG
361
Sovereign Financial Group
Connecticut
$410K
LRIA
362
Leonard Rickey Investment Advisors
Washington
$409K
USCWA
363
U.S. Capital Wealth Advisors
Texas
$407K
FFA
364
First Foundation Advisors
California
$407K
YP
365
YANKCOM Partnership
South Dakota
$403K
TSS
366
Two Sigma Securities
New York
$402K
OPW
367
Oxler Private Wealth
New York
$401K
BFG
368
Beacon Financial Group
Texas
$401K
PSCM
369
Per Stirling Capital Management
Texas
$398K
MWA
370
Midland Wealth Advisors
Illinois
$389K
MAG
371
MRA Advisory Group
New Jersey
$387K
MIA
372
Milestone Investment Advisors
Wisconsin
$384K
G
373
GenTrust
Florida
$383K
SFMG
374
Sage Financial Management Group
Virginia
$382K
BZWA
375
Blue Zone Wealth Advisors
California
$381K