DSI icon

iShares MSCI KLD 400 Social ETF

554 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:

0.49% less ownership

Funds ownership: 59.6%59.11% (-0.49%)

29% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 224

Holders
554
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
TFG
451
Tilson Financial Group
New Jersey
$232K
SP
452
Sequent Planning
Nebraska
$225K
FPW
453
Flagship Private Wealth
Massachusetts
$222K
DWG
454
Darden Wealth Group
Michigan
$222K
FCM
455
Firestone Capital Management
Florida
$221K
BG
456
Bahl & Gaynor
Ohio
$219K
DT
457
Diversified Trust
Tennessee
$219K
MCM
458
MAI Capital Management
Ohio
$218K
CPW
459
Cove Private Wealth
New York
$217K
FFC
460
Frederick Financial Consultants
Maryland
$217K
RIS
461
Richmond Investment Services
Wisconsin
$215K
RF
462
Rossby Financial
Florida
$213K
BDF
463
Black Diamond Financial
Maryland
$212K
CCMI
464
Creative Capital Management Investments
California
$211K
JF
465
JSF Financial
California
$210K
SFG
466
Snider Financial Group
Washington
$210K
ESB
467
Essex Savings Bank
Connecticut
$210K
GSEP
468
Golden State Equity Partners
California
$210K
EPW
469
Endeavor Private Wealth
Kansas
$207K
CIBC World Market
470
CIBC World Market
Ontario, Canada
$207K
LWCFA
471
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$207K
AWM
472
AllSquare Wealth Management
New York
$205K
BWL
473
Basepoint Wealth LLC
Iowa
$205K
BFA
474
Beacon Financial Advisory
Ohio
$204K
ST
475
Smithfield Trust
Pennsylvania
$204K