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iShares MSCI KLD 400 Social ETF

548 hedge funds and large institutions have $2.93B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 224 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: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

30% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 224

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $315K

Holders
548
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
SAM
401
Smartleaf Asset Management
Massachusetts
$302K
KIM
402
Kestra Investment Management
Texas
$298K
GWSG
403
GPS Wealth Strategies Group
Colorado
$296K
SWP
404
Stratos Wealth Partners
Ohio
$293K
PA
405
Pinnacle Associates
New York
$290K
BFA
406
Brown Financial Advisors
Ohio
$290K
BBA
407
Braun-Bostich & Associates
Pennsylvania
$285K
NCTC
408
New Covenant Trust Company
Indiana
$284K
AWM
409
AE Wealth Management
Kansas
$284K
M&T Bank
410
M&T Bank
New York
$281K
WCG
411
Weaver Consulting Group
California
$280K
CFS
412
CRA Financial Services
New Jersey
$276K
CA
413
Capital Advantage
California
$275K
WDL
414
Well Done LLC
Michigan
$274K
PSC
415
Prentiss Smith & Co
Vermont
$273K
AFP
416
Ausdal Financial Partners
Iowa
$269K
F8IS
417
Figure 8 Investment Strategies
Idaho
$268K
HR
418
Howe & Rusling
New York
$265K
First Trust Advisors
419
First Trust Advisors
Illinois
$265K
OPA
420
Old Port Advisors
Maine
$265K
TW
421
TritonPoint Wealth
Maryland
$263K
4FG
422
4Thought Financial Group
New York
$263K
GIA
423
Gladstone Institutional Advisory
Florida
$263K
REMPR
424
Roof Eidam Maycock Peralta (REMP)
California
$258K
TWCA
425
Two West Capital Advisors
Kansas
$257K