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iShares MSCI KLD 400 Social ETF

554 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 49 funds opening new positions, 158 increasing their positions, 224 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:

0.49% less ownership

Funds ownership: 59.6%59.11% (-0.49%)

29% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 224

Holders
554
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
WCG
426
Weaver Consulting Group
California
$258K
WDL
427
Well Done LLC
Michigan
$255K
4FG
428
4Thought Financial Group
New York
$253K
PSC
429
Prentiss Smith & Co
Vermont
$252K
MHC
430
May Hill Capital
Massachusetts
$248K
TWCA
431
Two West Capital Advisors
Kansas
$247K
F8IS
432
Figure 8 Investment Strategies
Idaho
$247K
CRC
433
Curi RMB Capital
Illinois
$247K
OPA
434
Old Port Advisors
Maine
$244K
HR
435
Howe & Rusling
New York
$244K
TW
436
TritonPoint Wealth
Maryland
$243K
GIA
437
Gladstone Institutional Advisory
Florida
$242K
CA
438
Capital Advantage
California
$242K
REMPR
439
Roof Eidam Maycock Peralta (REMP)
California
$238K
SHWM
440
Smith & Howard Wealth Management
Georgia
$237K
RWP
441
Ridgecrest Wealth Partners
California
$237K
WI
442
WrapManager Inc
California
$236K
VHAM
443
Van Hulzen Asset Management
California
$235K
AWM
444
Avior Wealth Management
Nebraska
$235K
IWS
445
Insight Wealth Strategies
California
$234K
ZAM
446
Zevin Asset Management
Massachusetts
$233K
EW
447
Evoke Wealth
California
$233K
MA
448
Mutual Advisors
Nebraska
$233K
BS
449
Banco Santander
Spain
$232K
MIM
450
Marco Investment Management
Georgia
$232K