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iShares MSCI KLD 400 Social ETF

548 hedge funds and large institutions have $2.93B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 224 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: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

30% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 224

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

100% less call options, than puts

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

Holders
548
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$18.8M
FT
27
Fiduciary Trust
Massachusetts
$17.6M
GAM
28
Gemmer Asset Management
California
$17.5M
MCM
29
Manchester Capital Management
Vermont
$17M
Cerity Partners
30
Cerity Partners
New York
$15.6M
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$13M
MML Investors Services
32
MML Investors Services
Massachusetts
$12.6M
BPA
33
Beacon Pointe Advisors
California
$12.5M
PAG
34
Private Advisor Group
New Jersey
$12M
PI
35
PFG Investments
New York
$11.9M
FF
36
Francis Financial
$11.8M
ASN
37
Advisory Services Network
Georgia
$11M
MMA
38
Miracle Mile Advisors
California
$10.1M
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$10M
MWM
40
Mascoma Wealth Management
New Hampshire
$9.87M
TAM
41
Trillium Asset Management
Massachusetts
$9.85M
HighTower Advisors
42
HighTower Advisors
Illinois
$9.2M
FTWA
43
Fifth Third Wealth Advisors
Ohio
$9.16M
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$9.14M
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$8.84M
SCM
46
SCS Capital Management
Massachusetts
$8.71M
DF
47
Dunhill Financial
United Kingdom
$8.23M
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$8.13M
Comerica Bank
49
Comerica Bank
Texas
$8.08M
WANY
50
Wealthspire Advisors (New York)
New York
$7.84M