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iShares MSCI KLD 400 Social ETF

555 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, 227 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: 227

100% less call options, than puts

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

Holders
555
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
RIS
401
Richmond Investment Services
Wisconsin
$317K
VBFP
402
Valtinson Bruner Financial Planning
Minnesota
$317K
JIC
403
Johnson Investment Counsel
Ohio
$315K
RDFA
404
Ritter Daniher Financial Advisory
Ohio
$315K
DI
405
DDFG Inc
California
$313K
SAM
406
Smartleaf Asset Management
Massachusetts
$302K
KIM
407
Kestra Investment Management
Texas
$298K
GWSG
408
GPS Wealth Strategies Group
Colorado
$296K
SWP
409
Stratos Wealth Partners
Ohio
$293K
PA
410
Pinnacle Associates
New York
$290K
BFA
411
Brown Financial Advisors
Ohio
$290K
BBA
412
Braun-Bostich & Associates
Pennsylvania
$285K
NCTC
413
New Covenant Trust Company
Indiana
$284K
AWM
414
AE Wealth Management
Kansas
$284K
M&T Bank
415
M&T Bank
New York
$281K
WCG
416
Weaver Consulting Group
California
$280K
CFS
417
CRA Financial Services
New Jersey
$276K
CA
418
Capital Advantage
California
$275K
WDL
419
Well Done LLC
Michigan
$274K
PSC
420
Prentiss Smith & Co
Vermont
$273K
AFP
421
Ausdal Financial Partners
Iowa
$269K
F8IS
422
Figure 8 Investment Strategies
Idaho
$268K
HR
423
Howe & Rusling
New York
$265K
First Trust Advisors
424
First Trust Advisors
Illinois
$265K
OPA
425
Old Port Advisors
Maine
$265K