DSI icon

iShares MSCI KLD 400 Social ETF

555 hedge funds and large institutions have $2.95B 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, 227 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:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

30% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 227

100% less call options, than puts

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

Holders
555
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
AWA
351
Arete Wealth Advisors
Illinois
$427K
BCM
352
Blume Capital Management
California
$422K
TCM
353
TruNorth Capital Management
Michigan
$422K
CAAS
354
Capital Asset Advisory Services
Michigan
$420K
AWM
355
Axxcess Wealth Management
California
$420K
Susquehanna International Group
356
Susquehanna International Group
Pennsylvania
$420K
WA
357
WBH Advisory
Maryland
$416K
HWA
358
Hilltop Wealth Advisors
North Carolina
$412K
LC
359
Landaas & Company
Wisconsin
$410K
SFG
360
Sovereign Financial Group
Connecticut
$410K
LRIA
361
Leonard Rickey Investment Advisors
Washington
$409K
USCWA
362
U.S. Capital Wealth Advisors
Texas
$407K
FFA
363
First Foundation Advisors
California
$407K
YP
364
YANKCOM Partnership
South Dakota
$403K
TSS
365
Two Sigma Securities
New York
$402K
OPW
366
Oxler Private Wealth
New York
$401K
BFG
367
Beacon Financial Group
Texas
$401K
PSCM
368
Per Stirling Capital Management
Texas
$398K
MWA
369
Midland Wealth Advisors
Illinois
$389K
MAG
370
MRA Advisory Group
New Jersey
$387K
MIA
371
Milestone Investment Advisors
Wisconsin
$384K
G
372
GenTrust
Florida
$383K
SFMG
373
Sage Financial Management Group
Virginia
$382K
BZWA
374
Blue Zone Wealth Advisors
California
$381K
GWP
375
Gen-Wealth Partners
Michigan
$381K