DSI icon

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
FFC
451
Frederick Financial Consultants
Maryland
$235K
SC
452
Savant Capital
Illinois
$234K
BG
453
Bahl & Gaynor
Ohio
$232K
RF
454
Rossby Financial
Florida
$232K
DT
455
Diversified Trust
Tennessee
$230K
CCMI
456
Creative Capital Management Investments
California
$229K
CIBC World Market
457
CIBC World Market
Ontario, Canada
$229K
SFG
458
Snider Financial Group
Washington
$228K
LWCFA
459
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$226K
EPW
460
Endeavor Private Wealth
Kansas
$226K
FNWM
461
Financial Network Wealth Management
Utah
$225K
BFA
462
Beacon Financial Advisory
Ohio
$223K
CIAS
463
CFS Investment Advisory Services
New Jersey
$222K
PWMAG
464
Pinnacle Wealth Management Advisory Group
New Jersey
$222K
BW
465
Basepoint Wealth
Iowa
$222K
MA
466
Mutual Advisors
Nebraska
$222K
AWM
467
AllSquare Wealth Management
New York
$218K
GSEP
468
Golden State Equity Partners
California
$216K
AWM
469
Affinity Wealth Management
Delaware
$216K
SS
470
Sound Stewardship
Kansas
$215K
SMF
471
Sterling Manor Financial
New York
$211K
1WM
472
1900 Wealth Management
Texas
$209K
BPW
473
BLVD Private Wealth
Kentucky
$209K
CAWM
474
Capital Advisors Wealth Management
Washington
$209K
PMG
475
ProVise Management Group
Florida
$208K