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iShares MSCI KLD 400 Social ETF

553 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 48 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:

0.5% less ownership

Funds ownership: 59.6%59.11% (-0.5%)

29% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 224

Holders
553
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
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$17.6M
MCM
27
Manchester Capital Management
Vermont
$16.7M
FT
28
Fiduciary Trust
Massachusetts
$16.4M
GAM
29
Gemmer Asset Management
California
$15.1M
PAG
30
Private Advisor Group
New Jersey
$13.9M
MML Investors Services
31
MML Investors Services
Massachusetts
$13.2M
Osaic Holdings
32
Osaic Holdings
Arizona
$11.6M
NI
33
Natural Investments
California
$11.6M
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$11.5M
FF
35
Francis Financial
$11.4M
PI
36
PFG Investments
New York
$11M
ASN
37
Advisory Services Network
Georgia
$10.5M
DF
38
Dunhill Financial
United Kingdom
$10.4M
BPA
39
Beacon Pointe Advisors
California
$10.3M
AAS
40
Ameritas Advisory Services
Nebraska
$9.89M
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$9.47M
MMA
42
Miracle Mile Advisors
California
$9.44M
MWM
43
Mascoma Wealth Management
New Hampshire
$9.3M
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$8.81M
TAM
45
Trillium Asset Management
Massachusetts
$8.44M
HighTower Advisors
46
HighTower Advisors
Illinois
$8.4M
WANY
47
Wealthspire Advisors (New York)
New York
$8.27M
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$8.26M
SCM
49
SCS Capital Management
Massachusetts
$8.03M
FTWA
50
Fifth Third Wealth Advisors
Ohio
$7.79M