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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

549 hedge funds and large institutions have $2.77B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 223 reducing their positions, and 23 closing their positions.

Holders
549
Holders Change
+9
Holders Change %
+1.67%
% of All Funds
7.37%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
47
Increased
158
Reduced
223
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$135M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$133M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$9.47M
4
GS
4
GTS Securities
New York
$4.24M
5
Mariner
5
Mariner
Kansas
$40M

Top Sellers

1
HIF
1
Hill Island Financial
Michigan
$810K
2
Morgan Stanley
2
Morgan Stanley
New York
$445M
3
AWS
3
Atria Wealth Solutions
New York
$1.94M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$11.6M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$5.13M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$17.6M 151,893 +3,096 +2%
MCM
27
Manchester Capital Management
Vermont
$16.7M 144,040 -23,052 -14%
FT
28
Fiduciary Trust
Massachusetts
$16.4M 140,983 -2,485 -2%
GAM
29
Gemmer Asset Management
California
$15.1M 130,422 +1,876 +1%
PAG
30
Private Advisor Group
New Jersey
$13.9M 119,623 -4,891 -4%
MML Investors Services
31
MML Investors Services
Massachusetts
$13.2M 113,492 -3,169 -3%
Osaic Holdings
32
Osaic Holdings
Arizona
$11.6M 103,795 -65,004 -39%
NI
33
Natural Investments
California
$11.6M 99,643 +5,615 +6%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$11.5M 98,854 -18,462 -16%
FF
35
Francis Financial
$11.4M 98,133 -4,443 -4%
PI
36
PFG Investments
New York
$11M 94,359 +884 +0.9%
ASN
37
Advisory Services Network
Georgia
$10.5M 87,900 -17,213 -16%
DF
38
Dunhill Financial
United Kingdom
$10.4M 89,751 -12,161 -12%
BPA
39
Beacon Pointe Advisors
California
$10.3M 88,426 +4,259 +5%
AAS
40
Ameritas Advisory Services
Nebraska
$9.89M 85,162 -41,637 -33%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$9.47M 81,495 +32,374 +66%
MMA
42
Miracle Mile Advisors
California
$9.44M 81,238 +357 +0.4%
MWM
43
Mascoma Wealth Management
New Hampshire
$9.3M 80,032 -2,674 -3%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$8.81M 75,821 -255 -0.3%
TAM
45
Trillium Asset Management
Massachusetts
$8.44M 72,647 -32,924 -31%
HighTower Advisors
46
HighTower Advisors
Illinois
$8.4M 72,323 -1,031 -1%
WANY
47
Wealthspire Advisors (New York)
New York
$8.27M 71,182 -1,802 -2%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$8.26M 71,137 +1,569 +2%
SCM
49
SCS Capital Management
Massachusetts
$8.03M 69,138 +369 +0.5%
FTWA
50
Fifth Third Wealth Advisors
Ohio
$7.79M 67,036 -50 -0.1%
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