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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

551 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 47 funds opening new positions, 158 increasing their positions, 224 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+11
Holders Change %
+2.04%
% of All Funds
7.39%
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
224
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
HIF
Hill Island Financial
Michigan
$810K
2
Morgan Stanley
Morgan Stanley
New York
$445M
3
AWS
Atria Wealth Solutions
New York
$1.94M
4
Osaic Holdings
Osaic Holdings
Arizona
$11.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$5.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$17.6M +$360K +3,096 +2%
MCM
27
Manchester Capital Management
Vermont
$16.7M -$2.68M -23,052 -14%
FT
28
Fiduciary Trust
Massachusetts
$16.4M -$289K -2,485 -2%
GAM
29
Gemmer Asset Management
California
$15.1M +$218K +1,876 +1%
PAG
30
Private Advisor Group
New Jersey
$13.9M -$568K -4,891 -4%
MML Investors Services
31
MML Investors Services
Massachusetts
$13.2M -$368K -3,169 -3%
Osaic Holdings
32
Osaic Holdings
Arizona
$11.6M -$7.29M -65,004 -39%
NI
33
Natural Investments
California
$11.6M +$652K +5,615 +6%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$11.5M -$2.14M -18,462 -16%
FF
35
Francis Financial
$11.4M -$516K -4,443 -4%
PI
36
PFG Investments
New York
$11M +$103K +884 +0.9%
ASN
37
Advisory Services Network
Georgia
$10.5M -$2.06M -17,213 -16%
DF
38
Dunhill Financial
United Kingdom
$10.4M -$1.41M -12,161 -12%
BPA
39
Beacon Pointe Advisors
California
$10.3M +$495K +4,259 +5%
AAS
40
Ameritas Advisory Services
Nebraska
$9.89M -$4.84M -41,637 -33%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$9.47M +$3.76M +32,374 +66%
MMA
42
Miracle Mile Advisors
California
$9.44M +$41.5K +357 +0.4%
MWM
43
Mascoma Wealth Management
New Hampshire
$9.3M -$311K -2,674 -3%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$8.81M -$29.6K -255 -0.3%
TAM
45
Trillium Asset Management
Massachusetts
$8.44M -$3.82M -32,924 -31%
HighTower Advisors
46
HighTower Advisors
Illinois
$8.4M -$120K -1,031 -1%
WANY
47
Wealthspire Advisors (New York)
New York
$8.27M -$209K -1,802 -2%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$8.26M +$182K +1,569 +2%
SCM
49
SCS Capital Management
Massachusetts
$8.03M +$42.9K +369 +0.5%
FTWA
50
Fifth Third Wealth Advisors
Ohio
$7.79M -$5.81K -50 -0.1%
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