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iShares MSCI KLD 400 Social ETF

556 hedge funds and large institutions have $2.8B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 160 increasing their positions, 223 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.21% less ownership

Funds ownership: 59.6%59.39% (-0.21%)

28% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 223

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$17.7M
2 +$4.46M
3 +$3.76M
4
GS
GTS Securities
New York
+$2.76M
5
Mariner
Mariner
Kansas
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
476
Beacon Financial Advisory
Ohio
$204K
ST
477
Smithfield Trust
Pennsylvania
$204K
CIAS
478
CFS Investment Advisory Services
New Jersey
$204K
ACA
479
Atlas Capital Advisors
Wyoming
$204K
AFP
480
Ausdal Financial Partners
Iowa
$202K
PWMAG
481
Pinnacle Wealth Management Advisory Group
New Jersey
$202K
JWA
482
JFS Wealth Advisors
Pennsylvania
$201K
FDCDDQ
483
Federation des caisses Desjardins du Quebec
Quebec, Canada
$191K
MPCG
484
Matrix Private Capital Group
New York
$191K
GRP
485
Global Retirement Partners
California
$168K
CT
486
Clearstead Trust
Maine
$163K
LWA
487
Lowe Wealth Advisors
Maryland
$161K
WIM
488
Westside Investment Management
California
$157K
EPW
489
Evergreen Private Wealth
Colorado
$157K
PS
490
Principal Securities
Iowa
$156K
RA
491
Rise Advisors
New York
$155K
MYIA
492
Mount Yale Investment Advisors
Colorado
$149K
PFBT
493
Parkside Financial Bank & Trust
Missouri
$143K
TPWA
494
Twin Peaks Wealth Advisors
California
$140K
CT
495
Caldwell Trust
Florida
$139K
TCM
496
TD Capital Management
Tennessee
$137K
HCM
497
Hollencrest Capital Management
California
$136K
PGAM
498
Princeton Global Asset Management
New Jersey
$136K
AA
499
Ancora Advisors
Ohio
$134K
Bessemer Group
500
Bessemer Group
New Jersey
$131K