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iShares MSCI KLD 400 Social ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
JWA
476
JFS Wealth Advisors
Pennsylvania
$201K 1,731 -119 -6%
FDCDDQ
477
Federation des caisses Desjardins du Quebec
Quebec, Canada
$191K 1,648
MPCG
478
Matrix Private Capital Group
New York
$191K 1,640 -50 -3%
GRP
479
Global Retirement Partners
California
$168K 1,447 +1,447 New
CT
480
Clearstead Trust
Maine
$163K 1,403
LWA
481
Lowe Wealth Advisors
Maryland
$161K 1,388
EPW
482
Evergreen Private Wealth
Colorado
$157K 1,355
WIM
483
Westside Investment Management
California
$157K 1,355
PS
484
Principal Securities
Iowa
$156K 1,342 -614 -31%
RA
485
Rise Advisors
New York
$155K 1,330 +3 +0.2%
MYIA
486
Mount Yale Investment Advisors
Colorado
$149K 1,282 +1,282 New
PFBT
487
Parkside Financial Bank & Trust
Missouri
$143K 1,230
TPWA
488
Twin Peaks Wealth Advisors
California
$140K 1,151 +1,151 New
TCM
489
TD Capital Management
Tennessee
$137K 1,178 +3 +0.3%
HCM
490
Hollencrest Capital Management
California
$136K 1,171 +949 +427%
PGAM
491
Princeton Global Asset Management
New Jersey
$136K 1,170 +142 +14%
AA
492
Ancora Advisors
Ohio
$134K 1,150
Bessemer Group
493
Bessemer Group
New Jersey
$131K 1,130
HNB
494
Huntington National Bank
Ohio
FP
495
Financial Perspectives
Minnesota
$125K 1,080 +2 +0.2%
PP
496
PrairieView Partners
Minnesota
$120K 1,034
GWANC
497
Guardian Wealth Advisors (North Carolina)
North Carolina
$116K 1,002 -24 -2%
ME
498
McIlrath & Eck
Washington
$115K 989 -209 -17%
PAI
499
Pittenger & Anderson Inc
Nebraska
$114K 985
DFA
500
DHJJ Financial Advisors
Illinois
$112K 960 +524 +120%