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iShares MSCI KLD 400 Social ETF

555 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 49 funds opening new positions, 158 increasing their positions, 224 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:

0.48% less ownership

Funds ownership: 59.6%59.12% (-0.48%)

29% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 224

Holders
555
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
MIM
451
Marco Investment Management
Georgia
$232K
TFG
452
Tilson Financial Group
New Jersey
$232K
SP
453
Sequent Planning
Nebraska
$225K
FPW
454
Flagship Private Wealth
Massachusetts
$222K
DWG
455
Darden Wealth Group
Michigan
$222K
FCM
456
Firestone Capital Management
Florida
$221K
BG
457
Bahl & Gaynor
Ohio
$219K
DT
458
Diversified Trust
Tennessee
$219K
MCM
459
MAI Capital Management
Ohio
$218K
CPW
460
Cove Private Wealth
New York
$217K
FFC
461
Frederick Financial Consultants
Maryland
$217K
RIS
462
Richmond Investment Services
Wisconsin
$215K
RF
463
Rossby Financial
Florida
$213K
BDF
464
Black Diamond Financial
Maryland
$212K
CCMI
465
Creative Capital Management Investments
California
$211K
JF
466
JSF Financial
California
$210K
SFG
467
Snider Financial Group
Washington
$210K
ESB
468
Essex Savings Bank
Connecticut
$210K
GSEP
469
Golden State Equity Partners
California
$210K
EPW
470
Endeavor Private Wealth
Kansas
$207K
CIBC World Market
471
CIBC World Market
Ontario, Canada
$207K
LWCFA
472
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$207K
AWM
473
AllSquare Wealth Management
New York
$205K
BWL
474
Basepoint Wealth LLC
Iowa
$205K
BFA
475
Beacon Financial Advisory
Ohio
$204K