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iShares MSCI KLD 400 Social ETF

551 hedge funds and large institutions have $2.78B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 224 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+11
Holders Change %
+2.04%
% of All Funds
7.39%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
47
Increased
158
Reduced
224
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WDL
426
Well Done LLC
Michigan
$255K +$9.64K +83 +4%
4FG
427
4Thought Financial Group
New York
$253K +$10.3K +89 +4%
PSC
428
Prentiss Smith & Co
Vermont
$252K
MHC
429
May Hill Capital
Massachusetts
$248K
TWCA
430
Two West Capital Advisors
Kansas
$247K +$247K +2,049 New
F8IS
431
Figure 8 Investment Strategies
Idaho
$247K
CRC
432
Curi RMB Capital
Illinois
$247K +$247K +2,123 New
OPA
433
Old Port Advisors
Maine
$244K
HR
434
Howe & Rusling
New York
$244K +$1.05K +9 +0.4%
TW
435
TritonPoint Wealth
Maryland
$243K
GIA
436
Gladstone Institutional Advisory
Florida
$242K +$349 +3 +0.1%
CA
437
Capital Advantage
California
$242K -$144K -1,240 -37%
REMPR
438
Roof Eidam Maycock Peralta (REMP)
California
$238K
SHWM
439
Smith & Howard Wealth Management
Georgia
$237K -$4.65K -40 -2%
RWP
440
Ridgecrest Wealth Partners
California
$237K
WI
441
WrapManager Inc
California
$236K -$94K -809 -29%
VHAM
442
Van Hulzen Asset Management
California
$235K
AWM
443
Avior Wealth Management
Nebraska
$235K -$1.74K -15 -0.7%
IWS
444
Insight Wealth Strategies
California
$234K +$2.9K +25 +1%
ZAM
445
Zevin Asset Management
Massachusetts
$233K -$40K -344 -15%
EW
446
Evoke Wealth
California
$233K
MA
447
Mutual Advisors
Nebraska
$233K +$233K +1,928 New
BS
448
Banco Santander
Spain
$232K
MIM
449
Marco Investment Management
Georgia
$232K
TFG
450
Tilson Financial Group
New Jersey
$232K