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iShares MSCI KLD 400 Social ETF

551 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 47 funds opening new positions, 158 increasing their positions, 224 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+11
Holders Change %
+2.04%
% of All Funds
7.39%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
47
Increased
158
Reduced
224
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JFA
401
JNBA Financial Advisors
Minnesota
$310K -$813 -7 -0.3%
WS
402
Wedbush Securities
California
$309K -$17.2K -148 -5%
MIM
403
Macroview Investment Management
Maryland
$303K +$303K +2,607 New
GWP
404
Gateway Wealth Partners
Wisconsin
$301K +$3.95K +34 +1%
CWS
405
Cypress Wealth Services
California
$299K +$299K +2,578 New
First Trust Advisors
406
First Trust Advisors
Illinois
$298K +$68.8K +592 +30%
KP
407
Keel Point
Alabama
$298K
M
408
MYeCFO
California
$297K -$156K -1,340 -34%
SG
409
Somerset Group
Minnesota
$293K -$6.62K -57 -2%
JIC
410
Johnson Investment Counsel
Ohio
$290K -$116K -1,000 -29%
RDFA
411
Ritter Daniher Financial Advisory
Ohio
$290K -$58.1K -500 -17%
EFG
412
Erickson Financial Group
Pennsylvania
$289K -$232 -2 -0.1%
SWP
413
Stratos Wealth Partners
Ohio
$283K -$5.93K -51 -2%
AWM
414
AE Wealth Management
Kansas
$281K -$1.67M -14,343 -86%
SAM
415
Smartleaf Asset Management
Massachusetts
$279K -$13.9K -120 -5%
GWSG
416
GPS Wealth Strategies Group
Colorado
$273K +$116 +1 +0%
BBA
417
Braun-Bostich & Associates
Pennsylvania
$271K -$6.74K -58 -2%
VBFP
418
Valtinson Bruner Financial Planning
Minnesota
$271K +$15.1K +130 +6%
CFD
419
Creative Financial Designs
Indiana
$268K -$36.5K -314 -12%
BFA
420
Brown Financial Advisors
Ohio
$267K
PA
421
Pinnacle Associates
New York
$265K +$1.28K +11 +0.5%
CFS
422
CRA Financial Services
New Jersey
$264K
NCTC
423
New Covenant Trust Company
Indiana
$261K +$261K +2,256 New
M&T Bank
424
M&T Bank
New York
$259K
WCG
425
Weaver Consulting Group
California
$258K