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iShares MSCI KLD 400 Social ETF

540 hedge funds and large institutions have $2.52B invested in iShares MSCI KLD 400 Social ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 181 increasing their positions, 211 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-22
Holders Change %
-3.91%
% of All Funds
7.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
29
Increased
181
Reduced
211
Closed
41
Calls
$102K
Puts
$164K
Net Calls
-$62K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Shares
Change %
TC
401
Trilogy Capital
California
$285K +$84.8K +828 +42%
AIA
402
Arbor Investment Advisors
North Carolina
$284K +$102 +1 +0%
CCM
403
Colorado Capital Management
Colorado
$277K +$277K +2,707 New
SVWAG
404
Sound View Wealth Advisors Group
Georgia
$276K -$86.7K -847 -24%
JFA
405
JNBA Financial Advisors
Minnesota
$274K -$17.4K -170 -6%
CFD
406
Creative Financial Designs
Indiana
$268K -$21.2K -207 -7%
SG
407
Somerset Group
Minnesota
$264K +$21.3K +208 +9%
SA
408
Sovran Advisors
California
$264K +$76.5K +791 +41%
KP
409
Keel Point
Alabama
$263K
GWP
410
Gateway Wealth Partners
Wisconsin
$262K +$34K +332 +15%
SAM
411
Smartleaf Asset Management
Massachusetts
$258K
EFG
412
Erickson Financial Group
Pennsylvania
$255K +$29.1K +284 +13%
SWP
413
Stratos Wealth Partners
Ohio
$254K +$1.74K +17 +0.7%
MAG
414
MRA Advisory Group
New Jersey
$254K -$20.5K -200 -7%
HF
415
HRT Financial
New York
$248K +$248K +2,428 New
BBA
416
Braun-Bostich & Associates
Pennsylvania
$245K -$11.7K -114 -5%
SW
417
Simplicity Wealth
New Jersey
$242K +$242K +2,368 New
AC
418
AlphaCore Capital
California
$241K +$241K +2,350 New
GWSG
419
GPS Wealth Strategies Group
Colorado
$240K +$102 +1 +0%
ZAM
420
Zevin Asset Management
Massachusetts
$240K -$45.9K -449 -16%
Renaissance Technologies
421
Renaissance Technologies
New York
$236K -$1.31M -12,800 -85%
BFA
422
Brown Financial Advisors
Ohio
$236K +$3.89K +38 +2%
WDL
423
Well Done LLC
Michigan
$233K -$24.7K -224 -10%
CFS
424
CRA Financial Services
New Jersey
$233K -$13.6K -133 -6%
PA
425
Pinnacle Associates
New York
$232K +$232K +2,268 New