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iShares MSCI KLD 400 Social ETF
614 hedge funds and large institutions have $3.16B invested in iShares MSCI KLD 400 Social ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 182 increasing their positions, 209 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
344% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 18
117% more funds holding in top 10
Funds holding in top 10: 6 → 13 (+7)
10% more funds holding
Funds holding: 560 → 614 (+54)
7% more capital invested
Capital invested by funds: $2.97B → $3.16B (+$194M)
2.16% more ownership
Funds ownership: 59.73% → 61.88% (+2.2%)
13% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 209
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $258K
Holders
614
Holders Change
+54
Holders Change %
+9.64%
% of All Funds
7.47%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.16%
New
80
Increased
182
Reduced
209
Closed
18
Calls
–
Puts
$258K
Net Calls
-$258K
Net Calls Change
+$57K
Top Buyers
Top Sellers
| 1 |
Bank of New York Mellon
New York
|
-$47.8M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$5.95M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$4.84M |
| 4 |
WANY
Wealthspire Advisors (New York)
New York
|
-$4.33M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.29M |
