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iShares MSCI KLD 400 Social ETF

548 hedge funds and large institutions have $2.93B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 224 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: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

30% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 224

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

100% less call options, than puts

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

Holders
548
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
SHWM
426
Smith & Howard Wealth Management
Georgia
$257K
RWP
427
Ridgecrest Wealth Partners
California
$257K
CRC
428
Curi RMB Capital
Illinois
$257K
WI
429
WrapManager Inc
California
$256K
AWM
430
Avior Wealth Management
Nebraska
$255K
VHAM
431
Van Hulzen Asset Management
California
$255K
PIA
432
Panoramic Investment Advisors
Colorado
$254K
SG
433
StoneX Group
New York
$254K
EW
434
Evoke Wealth
California
$253K
BS
435
Banco Santander
Spain
$252K
MIM
436
Marco Investment Management
Georgia
$252K
TFG
437
Tilson Financial Group
New Jersey
$252K
IWS
438
Insight Wealth Strategies
California
$247K
SAW
439
Signal Advisors Wealth
Michigan
$244K
DWG
440
Darden Wealth Group
Michigan
$240K
FCM
441
Firestone Capital Management
Florida
$240K
SP
442
Sequent Planning
Nebraska
$240K
MCM
443
MAI Capital Management
Ohio
$236K
JF
444
JSF Financial
California
$236K
CPW
445
Cove Private Wealth
New York
$235K
FFC
446
Frederick Financial Consultants
Maryland
$235K
SC
447
Savant Capital
Illinois
$234K
BG
448
Bahl & Gaynor
Ohio
$232K
RF
449
Rossby Financial
Florida
$232K
DT
450
Diversified Trust
Tennessee
$230K