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iShares MSCI KLD 400 Social ETF

556 hedge funds and large institutions have $2.8B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 160 increasing their positions, 223 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:

0.21% less ownership

Funds ownership: 59.6%59.39% (-0.21%)

28% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 223

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
LC
376
Landaas & Company
Wisconsin
$363K
AWM
377
Axxcess Wealth Management
California
$357K
CAAS
378
Capital Asset Advisory Services
Michigan
$356K
FIM
379
Freedom Investment Management
Connecticut
$355K
GA
380
Goldstein Advisors
Wisconsin
$355K
MIA
381
Milestone Investment Advisors
Wisconsin
$354K
TC
382
Trilogy Capital
California
$354K
G
383
GenTrust
Florida
$353K
SFMG
384
Sage Financial Management Group
Virginia
$352K
BZWA
385
Blue Zone Wealth Advisors
California
$352K
SIAP
386
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$348K
AA
387
Armis Advisers
Georgia
$346K
GWP
388
Gen-Wealth Partners
Michigan
$343K
JC
389
JB Capital
Connecticut
$341K
JWBC
390
J.W. Burns & Co
New York
$337K
BCPWM
391
Bradley & Co Private Wealth Management
Florida
$335K
MAG
392
MRA Advisory Group
New Jersey
$334K
FSA
393
Financial Services Advisory
Maryland
$334K
HF
394
HRT Financial
New York
$331K
SCM
395
Sage Capital Management
New Jersey
$329K
WBCM
396
Wilson & Boucher Capital Management
California
$325K
AIA
397
Arbor Investment Advisors
North Carolina
$322K
TPA
398
Trivium Point Advisory
Connecticut
$322K
GVAG
399
Great Valley Advisor Group
Delaware
$320K
MLA
400
My Legacy Advisors
Oregon
$318K