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iShares MSCI KLD 400 Social ETF

540 hedge funds and large institutions have $2.52B invested in iShares MSCI KLD 400 Social ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 181 increasing their positions, 211 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-22
Holders Change %
-3.91%
% of All Funds
7.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
29
Increased
181
Reduced
211
Closed
41
Calls
$102K
Puts
$164K
Net Calls
-$62K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
476
TD Capital Management
Tennessee
$120K -$4.82K -47 -4%
AA
477
Ancora Advisors
Ohio
$118K
Bessemer Group
478
Bessemer Group
New Jersey
$116K +$19.5K +190 +20%
HNB
479
Huntington National Bank
Ohio
$112K -$121K
ADL
480
Asset Dedication LLC
California
$111K +$108K +1,052 +3,188%
FP
481
Financial Perspectives
Minnesota
$110K +$28.8K +281 +35%
PGAM
482
Princeton Global Asset Management
New Jersey
$105K +$6.25K +61 +6%
GWANC
483
Guardian Wealth Advisors (North Carolina)
North Carolina
$105K +$1.33K +13 +1%
PP
484
PrairieView Partners
Minnesota
$105K
PAI
485
Pittenger & Anderson Inc
Nebraska
$101K -$25.6K -250 -20%
AF
486
Abound Financial
California
$96.7K +$96.7K +944 New
BA
487
Bristlecone Advisors
Washington
$87.6K
ATC
488
Adirondack Trust Company
New York
$81.8K +$1.95K +19 +2%
PTC
489
Private Trust Company
Ohio
$73.2K -$53K -518 -42%
SSB
490
Sandy Spring Bank
Maryland
$71.7K
CA
491
Clearstead Advisors
Ohio
$64.4K
SC
492
SouthState Corp
Florida
$63.8K +$63.8K +623 New
FWP
493
FAS Wealth Partners
Kansas
$55.5K -$1.13K -11 -2%
AG
494
AmeriFlex Group
Nevada
$53.4K +$4.72K +46 +10%
PA
495
Parallel Advisors
California
$52.6K -$1.54K -15 -3%
BONH
496
Bank of New Hampshire
New Hampshire
$52.2K
CTA
497
Colonial Trust Advisors
South Carolina
$51.2K
SL
498
Salomon & Ludwin
Virginia
$48.5K +$6.45K +63 +15%
MFS
499
Mattson Financial Services
Michigan
$47.8K
MFT
500
Moisand Fitzgerald Tamayo
Florida
$47.4K -$2.66K -26 -5%