DSI icon

iShares MSCI KLD 400 Social ETF

540 hedge funds and large institutions have $2.52B invested in iShares MSCI KLD 400 Social ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 181 increasing their positions, 211 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-22
Holders Change %
-3.91%
% of All Funds
7.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
29
Increased
181
Reduced
211
Closed
41
Calls
$102K
Puts
$164K
Net Calls
-$62K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Shares
Change %
KIM
451
Kestra Investment Management
Texas
$207K +$44.5K +435 +27%
EW
452
Evoke Wealth
California
$205K
TFG
453
Tilson Financial Group
New Jersey
$205K
BS
454
Banco Santander
Spain
$205K
MIM
455
Marco Investment Management
Georgia
$205K
IWS
456
Insight Wealth Strategies
California
$205K -$2.15K -21 -1%
First Trust Advisors
457
First Trust Advisors
Illinois
$202K +$922 +9 +0.5%
MCM
458
MAI Capital Management
Ohio
$195K +$19.6K +191 +11%
JWA
459
JFS Wealth Advisors
Pennsylvania
$189K +$8.81K +86 +5%
CCMI
460
Creative Capital Management Investments
California
$186K
AWM
461
AllSquare Wealth Management
New York
$181K
ST
462
Smithfield Trust
Pennsylvania
$180K -$9.82K -96 -5%
ACA
463
Atlas Capital Advisors
Wyoming
$180K
FNWM
464
Financial Network Wealth Management
Utah
$179K +$179K +1,750 New
LWCFA
465
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$175K
MPCG
466
Matrix Private Capital Group
New York
$173K
FDCDDQ
467
Federation des caisses Desjardins du Quebec
Quebec, Canada
$169K +$9.52K +93 +6%
CT
468
Clearstead Trust
Maine
$144K -$48.5K -474 -25%
LWA
469
Lowe Wealth Advisors
Maryland
$142K
EPW
470
Evergreen Private Wealth
Colorado
$139K -$307 -3 -0.2%
WIM
471
Westside Investment Management
California
$139K
RA
472
Rise Advisors
New York
$136K +$307 +3 +0.2%
IA
473
IFP Advisors
Florida
$130K +$80.9K +790 +166%
PFBT
474
Parkside Financial Bank & Trust
Missouri
$126K
ME
475
McIlrath & Eck
Washington
$123K +$4.1K +40 +3%