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iShares MSCI KLD 400 Social ETF

540 hedge funds and large institutions have $2.52B invested in iShares MSCI KLD 400 Social ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 181 increasing their positions, 211 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-22
Holders Change %
-3.91%
% of All Funds
7.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
29
Increased
181
Reduced
211
Closed
41
Calls
$102K
Puts
$164K
Net Calls
-$62K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
376
J.W. Cole Advisors
Florida
$331K +$331K +3,236 New
FFA
377
First Foundation Advisors
California
$331K
BFG
378
Beacon Financial Group
Texas
$329K +$205 +2 +0.1%
YP
379
YANKCOM Partnership
South Dakota
$328K -$182K -1,780 -36%
LRIA
380
Leonard Rickey Investment Advisors
Washington
$328K +$2.19K +22 +0.7%
CAL
381
Capital Analysts LLC
Pennsylvania
$325K +$24.3K +237 +8%
OPW
382
Oxler Private Wealth
New York
$325K +$819 +8 +0.3%
SFMG
383
Sage Financial Management Group
Virginia
$324K -$102K -990 -24%
AWM
384
Affinity Wealth Management
Delaware
$321K
GWP
385
Gen-Wealth Partners
Michigan
$313K -$12.3K -120 -4%
MIA
386
Milestone Investment Advisors
Wisconsin
$313K -$205 -2 -0.1%
GA
387
Goldstein Advisors
Wisconsin
$313K +$3.38K +33 +1%
CWM
388
Centurion Wealth Management
Virginia
$312K
G
389
GenTrust
Florida
$311K
FIM
390
Freedom Investment Management
Connecticut
$310K +$121K +1,186 +64%
CIA
391
Concurrent Investment Advisors
Florida
$307K +$58.6K +572 +24%
RDFA
392
Ritter Daniher Financial Advisory
Ohio
$307K
SIAP
393
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$307K
AA
394
Armis Advisers
Georgia
$301K -$33.6K -328 -10%
BCPWM
395
Bradley & Co Private Wealth Management
Florida
$295K -$2.87K -28 -1%
JC
396
JB Capital
Connecticut
$291K -$5.02K -49 -2%
WI
397
WrapManager Inc
California
$291K +$291K +2,838 New
SCM
398
Sage Capital Management
New Jersey
$290K
WS
399
Wedbush Securities
California
$288K +$6.67K +65 +2%
WBCM
400
Wilson & Boucher Capital Management
California
$287K