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iShares MSCI KLD 400 Social ETF

557 hedge funds and large institutions have $2.95B 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, 228 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:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

30% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 228

100% less call options, than puts

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

Holders
557
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
SG
401
Somerset Group
Minnesota
$319K
RIS
402
Richmond Investment Services
Wisconsin
$317K
VBFP
403
Valtinson Bruner Financial Planning
Minnesota
$317K
JIC
404
Johnson Investment Counsel
Ohio
$315K
RDFA
405
Ritter Daniher Financial Advisory
Ohio
$315K
DI
406
DDFG Inc
California
$313K
SAM
407
Smartleaf Asset Management
Massachusetts
$302K
KIM
408
Kestra Investment Management
Texas
$298K
GWSG
409
GPS Wealth Strategies Group
Colorado
$296K
SWP
410
Stratos Wealth Partners
Ohio
$293K
PA
411
Pinnacle Associates
New York
$290K
BFA
412
Brown Financial Advisors
Ohio
$290K
BBA
413
Braun-Bostich & Associates
Pennsylvania
$285K
NCTC
414
New Covenant Trust Company
Indiana
$284K
AWM
415
AE Wealth Management
Kansas
$284K
M&T Bank
416
M&T Bank
New York
$281K
WCG
417
Weaver Consulting Group
California
$280K
CFS
418
CRA Financial Services
New Jersey
$276K
CA
419
Capital Advantage
California
$275K
WDL
420
Well Done LLC
Michigan
$274K
PSC
421
Prentiss Smith & Co
Vermont
$273K
AFP
422
Ausdal Financial Partners
Iowa
$269K
F8IS
423
Figure 8 Investment Strategies
Idaho
$268K
HR
424
Howe & Rusling
New York
$265K
First Trust Advisors
425
First Trust Advisors
Illinois
$265K