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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
CCMI
451
Creative Capital Management Investments
California
$229K
CIBC World Market
452
CIBC World Market
Ontario, Canada
$229K
SFG
453
Snider Financial Group
Washington
$228K
LWCFA
454
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$226K
EPW
455
Endeavor Private Wealth
Kansas
$226K
FNWM
456
Financial Network Wealth Management
Utah
$225K
BFA
457
Beacon Financial Advisory
Ohio
$223K
CIAS
458
CFS Investment Advisory Services
New Jersey
$222K
PWMAG
459
Pinnacle Wealth Management Advisory Group
New Jersey
$222K
BW
460
Basepoint Wealth
Iowa
$222K
MA
461
Mutual Advisors
Nebraska
$222K
GSEP
462
Golden State Equity Partners
California
$216K
AWM
463
Affinity Wealth Management
Delaware
$216K
SS
464
Sound Stewardship
Kansas
$215K
SMF
465
Sterling Manor Financial
New York
$211K
1WM
466
1900 Wealth Management
Texas
$209K
BPW
467
BLVD Private Wealth
Kentucky
$209K
CAWM
468
Capital Advisors Wealth Management
Washington
$209K
PMG
469
ProVise Management Group
Florida
$208K
MPCG
470
Matrix Private Capital Group
New York
$207K
FPW
471
Flagship Private Wealth
Massachusetts
$206K
CSA
472
Cottage Street Advisors
Massachusetts
$206K
HCM
473
Howland Capital Management
Massachusetts
$205K
HFA
474
High Falls Advisors
New York
$205K
JWA
475
JFS Wealth Advisors
Pennsylvania
$203K