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iShares MSCI KLD 400 Social ETF

556 hedge funds and large institutions have $2.8B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 160 increasing their positions, 223 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.21% less ownership

Funds ownership: 59.6%59.39% (-0.21%)

28% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 223

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$17.7M
2 +$4.46M
3 +$3.76M
4
GS
GTS Securities
New York
+$2.76M
5
Mariner
Mariner
Kansas
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Centurion Wealth Management
Virginia
$318K
CCM
402
Colorado Capital Management
Colorado
$314K
SVWAG
403
Sound View Wealth Advisors Group
Georgia
$313K
JFA
404
JNBA Financial Advisors
Minnesota
$310K
WS
405
Wedbush Securities
California
$309K
MIM
406
Macroview Investment Management
Maryland
$303K
GWP
407
Gateway Wealth Partners
Wisconsin
$301K
CWS
408
Cypress Wealth Services
California
$299K
First Trust Advisors
409
First Trust Advisors
Illinois
$298K
KP
410
Keel Point
Alabama
$298K
M
411
MYeCFO
California
$297K
SG
412
Somerset Group
Minnesota
$293K
JIC
413
Johnson Investment Counsel
Ohio
$290K
RDFA
414
Ritter Daniher Financial Advisory
Ohio
$290K
EFG
415
Erickson Financial Group
Pennsylvania
$289K
SWP
416
Stratos Wealth Partners
Ohio
$283K
AWM
417
AE Wealth Management
Kansas
$281K
SAM
418
Smartleaf Asset Management
Massachusetts
$279K
GWSG
419
GPS Wealth Strategies Group
Colorado
$273K
BBA
420
Braun-Bostich & Associates
Pennsylvania
$271K
VBFP
421
Valtinson Bruner Financial Planning
Minnesota
$271K
CFD
422
Creative Financial Designs
Indiana
$268K
BFA
423
Brown Financial Advisors
Ohio
$267K
PA
424
Pinnacle Associates
New York
$265K
CFS
425
CRA Financial Services
New Jersey
$264K