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iShares MSCI KLD 400 Social ETF

540 hedge funds and large institutions have $2.52B invested in iShares MSCI KLD 400 Social ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 181 increasing their positions, 211 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-22
Holders Change %
-3.91%
% of All Funds
7.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
29
Increased
181
Reduced
211
Closed
41
Calls
$102K
Puts
$164K
Net Calls
-$62K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Shares
Change %
EAM
426
Erste Asset Management
Austria
$231K -$31.2K -7,067 -12%
CA
427
Claro Advisors
Massachusetts
$230K -$13.7K -134 -6%
M&T Bank
428
M&T Bank
New York
$229K
WCG
429
Weaver Consulting Group
California
$227K
VBFP
430
Valtinson Bruner Financial Planning
Minnesota
$225K -$16.2K -158 -7%
PSC
431
Prentiss Smith & Co
Vermont
$222K
CAAS
432
Capital Asset Advisory Services
Michigan
$220K +$220K +2,121 New
MWM
433
Modern Wealth Management
Kansas
$219K
MHC
434
May Hill Capital
Massachusetts
$219K +$219K +2,139 New
CIBC World Market
435
CIBC World Market
Ontario, Canada
$219K +$219K +2,135 New
F8IS
436
Figure 8 Investment Strategies
Idaho
$218K
JWBC
437
J.W. Burns & Co
New York
$218K -$81.9K -800 -27%
AWM
438
Axxcess Wealth Management
California
$217K +$217K +2,121 New
PS
439
Principal Securities
Iowa
$216K
OPA
440
Old Port Advisors
Maine
$215K
HR
441
Howe & Rusling
New York
$214K +$512 +5 +0.2%
4FG
442
4Thought Financial Group
New York
$214K -$18.6K -182 -8%
TW
443
TritonPoint Wealth
Maryland
$214K
GIA
444
Gladstone Institutional Advisory
Florida
$213K +$512 +5 +0.2%
SHWM
445
Smith & Howard Wealth Management
Georgia
$213K -$4.61K -45 -2%
REMPR
446
Roof Eidam Maycock Peralta (REMP)
California
$210K
AWM
447
Avior Wealth Management
Nebraska
$209K +$307 +3 +0.1%
RWP
448
Ridgecrest Wealth Partners
California
$209K -$205 -2 -0.1%
RF
449
Rossby Financial
Florida
$208K -$9.71K -96 -4%
VHAM
450
Van Hulzen Asset Management
California
$207K