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iShares MSCI KLD 400 Social ETF

555 hedge funds and large institutions have $2.95B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 227 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: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

30% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 227

100% less call options, than puts

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

Holders
555
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
TW
426
TritonPoint Wealth
Maryland
$263K
4FG
427
4Thought Financial Group
New York
$263K
GIA
428
Gladstone Institutional Advisory
Florida
$263K
REMPR
429
Roof Eidam Maycock Peralta (REMP)
California
$258K
TWCA
430
Two West Capital Advisors
Kansas
$257K
RWP
431
Ridgecrest Wealth Partners
California
$257K
SHWM
432
Smith & Howard Wealth Management
Georgia
$257K
CRC
433
Curi RMB Capital
Illinois
$257K
WI
434
WrapManager Inc
California
$256K
AWM
435
Avior Wealth Management
Nebraska
$255K
VHAM
436
Van Hulzen Asset Management
California
$255K
PIA
437
Panoramic Investment Advisors
Colorado
$254K
SG
438
StoneX Group
New York
$254K
EW
439
Evoke Wealth
California
$253K
BS
440
Banco Santander
Spain
$252K
MIM
441
Marco Investment Management
Georgia
$252K
TFG
442
Tilson Financial Group
New Jersey
$252K
IWS
443
Insight Wealth Strategies
California
$247K
SAW
444
Signal Advisors Wealth
Michigan
$244K
DWG
445
Darden Wealth Group
Michigan
$240K
FCM
446
Firestone Capital Management
Florida
$240K
SP
447
Sequent Planning
Nebraska
$240K
MCM
448
MAI Capital Management
Ohio
$236K
JF
449
JSF Financial
California
$236K
CPW
450
Cove Private Wealth
New York
$235K