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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

549 hedge funds and large institutions have $2.77B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 223 reducing their positions, and 23 closing their positions.

Holders
549
Holders Change
+9
Holders Change %
+1.67%
% of All Funds
7.37%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
47
Increased
158
Reduced
223
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$135M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$133M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$9.47M
4
GS
4
GTS Securities
New York
$4.24M
5
Mariner
5
Mariner
Kansas
$40M

Top Sellers

1
HIF
1
Hill Island Financial
Michigan
$810K
2
Morgan Stanley
2
Morgan Stanley
New York
$445M
3
AWS
3
Atria Wealth Solutions
New York
$1.94M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.6M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$5.13M
Name Market Value Shares Shares
Change 		Shares
Change %
DWG
451
Darden Wealth Group
Michigan
$222K 1,907 +1,907 New
FCM
452
Firestone Capital Management
Florida
$221K 1,906 +1,906 New
BG
453
Bahl & Gaynor
Ohio
$219K 1,886 +1,886 New
DT
454
Diversified Trust
Tennessee
$219K 1,882 +1,882 New
MCM
455
MAI Capital Management
Ohio
$218K 1,874 -27 -1%
CPW
456
Cove Private Wealth
New York
$217K 1,866 +1,866 New
FFC
457
Frederick Financial Consultants
Maryland
$217K 1,864 +1,864 New
RIS
458
Richmond Investment Services
Wisconsin
$215K 1,851 +1,851 New
RF
459
Rossby Financial
Florida
$213K 1,830 -222 -11%
BDF
460
Black Diamond Financial
Maryland
$212K 1,826 +1,826 New
CCMI
461
Creative Capital Management Investments
California
$211K 1,819 – –
JF
462
JSF Financial
California
$210K 1,812 -2,274 -56%
SFG
463
Snider Financial Group
Washington
$210K 1,809 +1,809 New
ESB
464
Essex Savings Bank
Connecticut
$210K 1,809 +1,809 New
GSEP
465
Golden State Equity Partners
California
$210K 1,804 -4,068 -69%
EPW
466
Endeavor Private Wealth
Kansas
$207K 1,786 +1,786 New
CIBC World Market
467
CIBC World Market
Ontario, Canada
$207K 1,785 -350 -16%
LWCFA
468
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$207K 1,780 – –
AWM
469
AllSquare Wealth Management
New York
$205K 1,767 – –
BFA
470
Beacon Financial Advisory
Ohio
$204K 1,757 +1,757 New
ST
471
Smithfield Trust
Pennsylvania
$204K 1,759 – –
CIAS
472
CFS Investment Advisory Services
New Jersey
$204K 1,759 +1,759 New
ACA
473
Atlas Capital Advisors
Wyoming
$204K 1,754 – –
AFP
474
Ausdal Financial Partners
Iowa
$202K 1,743 +1,743 New
PWMAG
475
Pinnacle Wealth Management Advisory Group
New Jersey
$202K 1,740 +1,740 New
17 18
19
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