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iShares MSCI KLD 400 Social ETF

558 hedge funds and large institutions have $2.96B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 229 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: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

31% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 229

100% less call options, than puts

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

Holders
558
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
EFG
401
Erickson Financial Group
Pennsylvania
$319K
SG
402
Somerset Group
Minnesota
$319K
RIS
403
Richmond Investment Services
Wisconsin
$317K
VBFP
404
Valtinson Bruner Financial Planning
Minnesota
$317K
RDFA
405
Ritter Daniher Financial Advisory
Ohio
$315K
JIC
406
Johnson Investment Counsel
Ohio
$315K
DI
407
DDFG Inc
California
$313K
SAM
408
Smartleaf Asset Management
Massachusetts
$302K
KIM
409
Kestra Investment Management
Texas
$298K
GWSG
410
GPS Wealth Strategies Group
Colorado
$296K
SWP
411
Stratos Wealth Partners
Ohio
$293K
PA
412
Pinnacle Associates
New York
$290K
BFA
413
Brown Financial Advisors
Ohio
$290K
BBA
414
Braun-Bostich & Associates
Pennsylvania
$285K
NCTC
415
New Covenant Trust Company
Indiana
$284K
AWM
416
AE Wealth Management
Kansas
$284K
M&T Bank
417
M&T Bank
New York
$281K
WCG
418
Weaver Consulting Group
California
$280K
CFS
419
CRA Financial Services
New Jersey
$276K
CA
420
Capital Advantage
California
$275K
WDL
421
Well Done LLC
Michigan
$274K
PSC
422
Prentiss Smith & Co
Vermont
$273K
AFP
423
Ausdal Financial Partners
Iowa
$269K
F8IS
424
Figure 8 Investment Strategies
Idaho
$268K
HR
425
Howe & Rusling
New York
$265K