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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
JSW
376
Journey Strategic Wealth
New Jersey
$379K
SIAP
377
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$378K
GA
378
Goldstein Advisors
Wisconsin
$376K
JWBC
379
J.W. Burns & Co
New York
$365K
BCPWM
380
Bradley & Co Private Wealth Management
Florida
$362K
JC
381
JB Capital
Connecticut
$361K
SCM
382
Sage Capital Management
New Jersey
$357K
TC
383
Trilogy Capital
California
$354K
WBCM
384
Wilson & Boucher Capital Management
California
$353K
GVAG
385
Great Valley Advisor Group
Delaware
$353K
AIA
386
Arbor Investment Advisors
North Carolina
$350K
TPA
387
Trivium Point Advisory
Connecticut
$349K
CAMV
388
Concord Asset Management (Virginia)
Virginia
$348K
FCG
389
Fielder Capital Group
Tennessee
$347K
JFA
390
JNBA Financial Advisors
Minnesota
$346K
CWM
391
Centurion Wealth Management
Virginia
$345K
CCM
392
Colorado Capital Management
Colorado
$341K
RWM
393
Ritholtz Wealth Management
New York
$340K
SVWAG
394
Sound View Wealth Advisors Group
Georgia
$339K
WS
395
Wedbush Securities
California
$335K
CWS
396
Cypress Wealth Services
California
$332K
KP
397
Keel Point
Alabama
$323K
M
398
MYeCFO
California
$322K
EFG
399
Erickson Financial Group
Pennsylvania
$319K
SG
400
Somerset Group
Minnesota
$319K