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iShares MSCI KLD 400 Social ETF
DSI

560 hedge funds and large institutions have $2.82B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 161 increasing their positions, 225 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

11% more capital invested

Capital invested by funds: $2.54B → $2.82B (+$279M)

3% more funds holding

Funds holding: 545 → 560 (+15)

0.19% less ownership

Funds ownership: 60.07% → 59.88% (-0.19%)

28% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 225

Holders
560
Holders Change
+15
Holders Change %
+2.75%
% of All Funds
7.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
49
Increased
161
Reduced
225
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$16.2M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.09M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$3.45M
4
GS
GTS Securities
New York
+$2.53M
5
Mariner
Mariner
Kansas
+$2.3M

Top Sellers

Rank Fund Capital Flow
1
HIF
Hill Island Financial
Michigan
-$9.99M
2
Morgan Stanley
Morgan Stanley
New York
-$7.77M
3
AWS
Atria Wealth Solutions
New York
-$6.66M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.42M
5
Ameriprise
Ameriprise
Minnesota
-$6.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
EW
451
Evoke Wealth
California
$233K – – –
MA
452
Mutual Advisors
Nebraska
$233K +$205K +1,928 New
BS
453
Banco Santander
Spain
$232K – – –
MIM
454
Marco Investment Management
Georgia
$232K – – –
TFG
455
Tilson Financial Group
New Jersey
$232K – – –
SP
456
Sequent Planning
Nebraska
$225K +$206K +1,937 New
FPW
457
Flagship Private Wealth
Massachusetts
$222K +$204K +1,915 New
DWG
458
Darden Wealth Group
Michigan
$222K +$203K +1,907 New
FCM
459
Firestone Capital Management
Florida
$221K +$203K +1,906 New
BG
460
Bahl & Gaynor
Ohio
$219K +$201K +1,886 New
DT
461
Diversified Trust
Tennessee
$219K +$200K +1,882 New
MCM
462
MAI Capital Management
Ohio
$218K -$2.88K -27 -1%
CPW
463
Cove Private Wealth
New York
$217K +$199K +1,866 New
FFC
464
Frederick Financial Consultants
Maryland
$217K +$199K +1,864 New
RIS
465
Richmond Investment Services
Wisconsin
$215K +$197K +1,851 New
RF
466
Rossby Financial
Florida
$213K -$23.6K -222 -11%
BDF
467
Black Diamond Financial
Maryland
$212K +$194K +1,826 New
CCMI
468
Creative Capital Management Investments
California
$211K – – –
JF
469
JSF Financial
California
$210K -$242K -2,274 -56%
SFG
470
Snider Financial Group
Washington
$210K +$193K +1,809 New
ESB
471
Essex Savings Bank
Connecticut
$210K +$193K +1,809 New
GSEP
472
Golden State Equity Partners
California
$210K -$433K -4,068 -69%
EPW
473
Endeavor Private Wealth
Kansas
$207K +$190K +1,786 New
CIBC World Market
474
CIBC World Market
Ontario, Canada
$207K -$37.3K -350 -16%
LWCFA
475
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$207K – – –
17 18
19
20 21

DSI Hedge Fund Activity: Q2 2025 in Review

560 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q2 2025, worth a combined $2.82B — up 11% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new DSI positions and 24 closed out — a net gain of 25 holders — while 161 added to existing stakes and 225 trimmed.

The largest buyer was LPL Financial, adding an estimated $16.2M. The largest seller was Hill Island Financial, cutting an estimated $9.99M.

  • 560 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q2 2025, up from 545 in Q1 2025.
  • Funds reported $2.82B of iShares MSCI KLD 400 Social ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 49 funds opened new iShares MSCI KLD 400 Social ETF positions in Q2 2025 and 24 closed out, a net change of +25 holders.
  • The largest iShares MSCI KLD 400 Social ETF buyer in Q2 2025 was LPL Financial, an estimated $16.2M added.
  • The largest iShares MSCI KLD 400 Social ETF seller in Q2 2025 was Hill Island Financial, an estimated $9.99M sold.

Based on aggregated 13F filings for Q2 2025.