DSI icon

iShares MSCI KLD 400 Social ETF

551 hedge funds and large institutions have $2.78B 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, 224 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+11
Holders Change %
+2.04%
% of All Funds
7.39%
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
224
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SP
451
Sequent Planning
Nebraska
$225K +$225K +1,937 New
FPW
452
Flagship Private Wealth
Massachusetts
$222K +$222K +1,915 New
DWG
453
Darden Wealth Group
Michigan
$222K +$222K +1,907 New
FCM
454
Firestone Capital Management
Florida
$221K +$221K +1,906 New
BG
455
Bahl & Gaynor
Ohio
$219K +$219K +1,886 New
DT
456
Diversified Trust
Tennessee
$219K +$219K +1,882 New
MCM
457
MAI Capital Management
Ohio
$218K -$3.14K -27 -1%
CPW
458
Cove Private Wealth
New York
$217K +$217K +1,866 New
FFC
459
Frederick Financial Consultants
Maryland
$217K +$217K +1,864 New
RIS
460
Richmond Investment Services
Wisconsin
$215K +$215K +1,851 New
RF
461
Rossby Financial
Florida
$213K -$25.8K -222 -11%
BDF
462
Black Diamond Financial
Maryland
$212K +$212K +1,826 New
CCMI
463
Creative Capital Management Investments
California
$211K
JF
464
JSF Financial
California
$210K -$264K -2,274 -56%
SFG
465
Snider Financial Group
Washington
$210K +$210K +1,809 New
ESB
466
Essex Savings Bank
Connecticut
$210K +$210K +1,809 New
GSEP
467
Golden State Equity Partners
California
$210K -$472K -4,068 -69%
EPW
468
Endeavor Private Wealth
Kansas
$207K +$207K +1,786 New
CIBC World Market
469
CIBC World Market
Ontario, Canada
$207K -$40.7K -350 -16%
LWCFA
470
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$207K
AWM
471
AllSquare Wealth Management
New York
$205K
BFA
472
Beacon Financial Advisory
Ohio
$204K +$204K +1,757 New
ST
473
Smithfield Trust
Pennsylvania
$204K
CIAS
474
CFS Investment Advisory Services
New Jersey
$204K +$204K +1,759 New
ACA
475
Atlas Capital Advisors
Wyoming
$204K