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iShares MSCI KLD 400 Social ETF

557 hedge funds and large institutions have $2.95B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 228 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

30% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 228

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $315K

Holders
557
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$315K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPW
451
Cove Private Wealth
New York
$235K
FFC
452
Frederick Financial Consultants
Maryland
$235K
SC
453
Savant Capital
Illinois
$234K
BG
454
Bahl & Gaynor
Ohio
$232K
RF
455
Rossby Financial
Florida
$232K
DT
456
Diversified Trust
Tennessee
$230K
CCMI
457
Creative Capital Management Investments
California
$229K
CIBC World Market
458
CIBC World Market
Ontario, Canada
$229K
SFG
459
Snider Financial Group
Washington
$228K
LWCFA
460
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$226K
EPW
461
Endeavor Private Wealth
Kansas
$226K
FNWM
462
Financial Network Wealth Management
Utah
$225K
BFA
463
Beacon Financial Advisory
Ohio
$223K
CIAS
464
CFS Investment Advisory Services
New Jersey
$222K
PWMAG
465
Pinnacle Wealth Management Advisory Group
New Jersey
$222K
BW
466
Basepoint Wealth
Iowa
$222K
MA
467
Mutual Advisors
Nebraska
$222K
AWM
468
AllSquare Wealth Management
New York
$218K
GSEP
469
Golden State Equity Partners
California
$216K
AWM
470
Affinity Wealth Management
Delaware
$216K
SS
471
Sound Stewardship
Kansas
$215K
SMF
472
Sterling Manor Financial
New York
$211K
1WM
473
1900 Wealth Management
Texas
$209K
BPW
474
BLVD Private Wealth
Kentucky
$209K
CAWM
475
Capital Advisors Wealth Management
Washington
$209K