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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
MHC
476
May Hill Capital
Massachusetts
$202K
FDCDDQ
477
Federation des caisses Desjardins du Quebec
Quebec, Canada
$195K
CT
478
Clearstead Trust
Maine
$177K
LWA
479
Lowe Wealth Advisors
Maryland
$175K
WIM
480
Westside Investment Management
California
$171K
EPW
481
Evergreen Private Wealth
Colorado
$171K
RA
482
Rise Advisors
New York
$168K
PS
483
Principal Securities
Iowa
$167K
PFBT
484
Parkside Financial Bank & Trust
Missouri
$155K
CT
485
Caldwell Trust
Florida
$151K
TCM
486
TD Capital Management
Tennessee
$149K
HCM
487
Hollencrest Capital Management
California
$147K
PGAM
488
Princeton Global Asset Management
New Jersey
$147K
GRP
489
Global Retirement Partners
California
$145K
AA
490
Ancora Advisors
Ohio
$145K
Bessemer Group
491
Bessemer Group
New Jersey
$142K
HNB
492
Huntington National Bank
Ohio
$138K
FP
493
Financial Perspectives
Minnesota
$136K
ST
494
Smithfield Trust
Pennsylvania
$132K
PAM
495
Palisade Asset Management
Minnesota
$125K
PAI
496
Pittenger & Anderson Inc
Nebraska
$124K
ME
497
McIlrath & Eck
Washington
$123K
DFA
498
DHJJ Financial Advisors
Illinois
$121K
ATC
499
Adirondack Trust Company
New York
$101K
CFD
500
Creative Financial Designs
Indiana
$100K