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iShares MSCI KLD 400 Social ETF

556 hedge funds and large institutions have $2.8B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 160 increasing their positions, 223 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.21% less ownership

Funds ownership: 59.6%59.39% (-0.21%)

28% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 223

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$17.7M
2 +$4.46M
3 +$3.76M
4
GS
GTS Securities
New York
+$2.76M
5
Mariner
Mariner
Kansas
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
NCTC
426
New Covenant Trust Company
Indiana
$261K
M&T Bank
427
M&T Bank
New York
$259K
WCG
428
Weaver Consulting Group
California
$258K
WDL
429
Well Done LLC
Michigan
$255K
4FG
430
4Thought Financial Group
New York
$253K
PSC
431
Prentiss Smith & Co
Vermont
$252K
MHC
432
May Hill Capital
Massachusetts
$248K
TWCA
433
Two West Capital Advisors
Kansas
$247K
F8IS
434
Figure 8 Investment Strategies
Idaho
$247K
CRC
435
Curi RMB Capital
Illinois
$247K
OPA
436
Old Port Advisors
Maine
$244K
HR
437
Howe & Rusling
New York
$244K
TW
438
TritonPoint Wealth
Maryland
$243K
GIA
439
Gladstone Institutional Advisory
Florida
$242K
CA
440
Capital Advantage
California
$242K
REMPR
441
Roof Eidam Maycock Peralta (REMP)
California
$238K
SHWM
442
Smith & Howard Wealth Management
Georgia
$237K
RWP
443
Ridgecrest Wealth Partners
California
$237K
WI
444
WrapManager Inc
California
$236K
VHAM
445
Van Hulzen Asset Management
California
$235K
AWM
446
Avior Wealth Management
Nebraska
$235K
IWS
447
Insight Wealth Strategies
California
$234K
ZAM
448
Zevin Asset Management
Massachusetts
$233K
EW
449
Evoke Wealth
California
$233K
MA
450
Mutual Advisors
Nebraska
$233K