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iShares MSCI KLD 400 Social ETF

548 hedge funds and large institutions have $2.93B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 224 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: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

30% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 224

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

100% less call options, than puts

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

Holders
548
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
BCPWM
376
Bradley & Co Private Wealth Management
Florida
$362K
JC
377
JB Capital
Connecticut
$361K
SCM
378
Sage Capital Management
New Jersey
$357K
TC
379
Trilogy Capital
California
$354K
WBCM
380
Wilson & Boucher Capital Management
California
$353K
GVAG
381
Great Valley Advisor Group
Delaware
$353K
AIA
382
Arbor Investment Advisors
North Carolina
$350K
TPA
383
Trivium Point Advisory
Connecticut
$349K
CAMV
384
Concord Asset Management (Virginia)
Virginia
$348K
FCG
385
Fielder Capital Group
Tennessee
$347K
JFA
386
JNBA Financial Advisors
Minnesota
$346K
CWM
387
Centurion Wealth Management
Virginia
$345K
CCM
388
Colorado Capital Management
Colorado
$341K
RWM
389
Ritholtz Wealth Management
New York
$340K
SVWAG
390
Sound View Wealth Advisors Group
Georgia
$339K
WS
391
Wedbush Securities
California
$335K
CWS
392
Cypress Wealth Services
California
$332K
M
393
MYeCFO
California
$322K
EFG
394
Erickson Financial Group
Pennsylvania
$319K
SG
395
Somerset Group
Minnesota
$319K
RIS
396
Richmond Investment Services
Wisconsin
$317K
VBFP
397
Valtinson Bruner Financial Planning
Minnesota
$317K
JIC
398
Johnson Investment Counsel
Ohio
$315K
RDFA
399
Ritter Daniher Financial Advisory
Ohio
$315K
DI
400
DDFG Inc
California
$313K