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iShares MSCI KLD 400 Social ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AFP
476
Ausdal Financial Partners
Iowa
$202K +$202K +1,743 New
PWMAG
477
Pinnacle Wealth Management Advisory Group
New Jersey
$202K +$202K +1,740 New
JWA
478
JFS Wealth Advisors
Pennsylvania
$201K -$13.8K -119 -6%
FDCDDQ
479
Federation des caisses Desjardins du Quebec
Quebec, Canada
$191K
MPCG
480
Matrix Private Capital Group
New York
$191K -$5.81K -50 -3%
GRP
481
Global Retirement Partners
California
$168K +$168K +1,447 New
CT
482
Clearstead Trust
Maine
$163K
LWA
483
Lowe Wealth Advisors
Maryland
$161K
EPW
484
Evergreen Private Wealth
Colorado
$157K
WIM
485
Westside Investment Management
California
$157K
PS
486
Principal Securities
Iowa
$156K -$71.3K -614 -31%
RA
487
Rise Advisors
New York
$155K +$349 +3 +0.2%
MYIA
488
Mount Yale Investment Advisors
Colorado
$149K +$149K +1,282 New
PFBT
489
Parkside Financial Bank & Trust
Missouri
$143K
TPWA
490
Twin Peaks Wealth Advisors
California
$140K +$140K +1,151 New
TCM
491
TD Capital Management
Tennessee
$137K +$348 +3 +0.3%
HCM
492
Hollencrest Capital Management
California
$136K +$110K +949 +427%
PGAM
493
Princeton Global Asset Management
New Jersey
$136K +$16.5K +142 +14%
AA
494
Ancora Advisors
Ohio
$134K
Bessemer Group
495
Bessemer Group
New Jersey
$131K
HNB
496
Huntington National Bank
Ohio
$127K -$112K
FP
497
Financial Perspectives
Minnesota
$125K +$232 +2 +0.2%
PP
498
PrairieView Partners
Minnesota
$120K
GWANC
499
Guardian Wealth Advisors (North Carolina)
North Carolina
$116K -$2.79K -24 -2%
ME
500
McIlrath & Eck
Washington
$115K -$24.3K -209 -17%