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iShares MSCI KLD 400 Social ETF

556 hedge funds and large institutions have $2.8B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 160 increasing their positions, 223 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.21% less ownership

Funds ownership: 59.6%59.39% (-0.21%)

28% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 223

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$17.7M
2 +$4.46M
3 +$3.76M
4
GS
GTS Securities
New York
+$2.76M
5
Mariner
Mariner
Kansas
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
BS
451
Banco Santander
Spain
$232K
MIM
452
Marco Investment Management
Georgia
$232K
TFG
453
Tilson Financial Group
New Jersey
$232K
SP
454
Sequent Planning
Nebraska
$225K
FPW
455
Flagship Private Wealth
Massachusetts
$222K
DWG
456
Darden Wealth Group
Michigan
$222K
FCM
457
Firestone Capital Management
Florida
$221K
BG
458
Bahl & Gaynor
Ohio
$219K
DT
459
Diversified Trust
Tennessee
$219K
MCM
460
MAI Capital Management
Ohio
$218K
CPW
461
Cove Private Wealth
New York
$217K
FFC
462
Frederick Financial Consultants
Maryland
$217K
RIS
463
Richmond Investment Services
Wisconsin
$215K
RF
464
Rossby Financial
Florida
$213K
BDF
465
Black Diamond Financial
Maryland
$212K
CCMI
466
Creative Capital Management Investments
California
$211K
JF
467
JSF Financial
California
$210K
SFG
468
Snider Financial Group
Washington
$210K
ESB
469
Essex Savings Bank
Connecticut
$210K
GSEP
470
Golden State Equity Partners
California
$210K
EPW
471
Endeavor Private Wealth
Kansas
$207K
CIBC World Market
472
CIBC World Market
Ontario, Canada
$207K
LWCFA
473
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$207K
AWM
474
AllSquare Wealth Management
New York
$205K
BW
475
Basepoint Wealth
Iowa
$205K