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iShares MSCI KLD 400 Social ETF
560 hedge funds and large institutions have $2.97B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 230 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
55% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 22
5% more capital invested
Capital invested by funds: $2.82B → $2.97B (+$147M)
0% more funds holding
Funds holding: 560 → 560 (0)
0.15% less ownership
Funds ownership: 59.88% → 59.73% (-0.15%)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
31% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 230
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $315K
Holders
560
Holders Change
–
Holders Change %
0%
% of All Funds
7.35%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
34
Increased
159
Reduced
230
Closed
22
Calls
–
Puts
$315K
Net Calls
-$315K
Net Calls Change
-$315K
Top Buyers
| 1 |
Rockefeller Capital Management
New York
|
+$7.59M |
| 2 |
LPL Financial
San Diego,
California
|
+$6.16M |
| 3 |
JP Morgan Chase
New York
|
+$5.45M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.51M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$4.3M |
Top Sellers
| 1 |
Cerity Partners
New York
|
-$18.3M |
| 2 |
NI
Natural Investments
Windsor,
California
|
-$11.6M |
| 3 |
NPT
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
-$11.5M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$10.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$8.1M |
