DSI icon

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
AWM
376
Axxcess Wealth Management
California
$357K
CAAS
377
Capital Asset Advisory Services
Michigan
$356K
FIM
378
Freedom Investment Management
Connecticut
$355K
GA
379
Goldstein Advisors
Wisconsin
$355K
MIA
380
Milestone Investment Advisors
Wisconsin
$354K
TC
381
Trilogy Capital
California
$354K
G
382
GenTrust
Florida
$353K
SFMG
383
Sage Financial Management Group
Virginia
$352K
BZWA
384
Blue Zone Wealth Advisors
California
$352K
SIAP
385
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$348K
AA
386
Armis Advisers
Georgia
$346K
GWP
387
Gen-Wealth Partners
Michigan
$343K
JC
388
JB Capital
Connecticut
$341K
JWBC
389
J.W. Burns & Co
New York
$337K
BCPWM
390
Bradley & Co Private Wealth Management
Florida
$335K
MAG
391
MRA Advisory Group
New Jersey
$334K
FSA
392
Financial Services Advisory
Maryland
$334K
HF
393
HRT Financial
New York
$331K
SCM
394
Sage Capital Management
New Jersey
$329K
WBCM
395
Wilson & Boucher Capital Management
California
$325K
AIA
396
Arbor Investment Advisors
North Carolina
$322K
TPA
397
Trivium Point Advisory
Connecticut
$322K
GVAG
398
Great Valley Advisor Group
Delaware
$320K
MLA
399
My Legacy Advisors
Oregon
$318K
CWM
400
Centurion Wealth Management
Virginia
$318K