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iShares MSCI KLD 400 Social ETF

555 hedge funds and large institutions have $2.95B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 227 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: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

30% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 227

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $315K

Holders
555
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
MPCG
476
Matrix Private Capital Group
New York
$207K
FPW
477
Flagship Private Wealth
Massachusetts
$206K
CSA
478
Cottage Street Advisors
Massachusetts
$206K
HCM
479
Howland Capital Management
Massachusetts
$205K
HFA
480
High Falls Advisors
New York
$205K
JWA
481
JFS Wealth Advisors
Pennsylvania
$203K
MHC
482
May Hill Capital
Massachusetts
$202K
FDCDDQ
483
Federation des caisses Desjardins du Quebec
Quebec, Canada
$195K
CT
484
Clearstead Trust
Maine
$177K
LWA
485
Lowe Wealth Advisors
Maryland
$175K
WIM
486
Westside Investment Management
California
$171K
EPW
487
Evergreen Private Wealth
Colorado
$171K
RA
488
Rise Advisors
New York
$168K
PS
489
Principal Securities
Iowa
$167K
PFBT
490
Parkside Financial Bank & Trust
Missouri
$155K
CT
491
Caldwell Trust
Florida
$151K
TCM
492
TD Capital Management
Tennessee
$149K
HCM
493
Hollencrest Capital Management
California
$147K
PGAM
494
Princeton Global Asset Management
New Jersey
$147K
GRP
495
Global Retirement Partners
California
$145K
AA
496
Ancora Advisors
Ohio
$145K
Bessemer Group
497
Bessemer Group
New Jersey
$142K
HNB
498
Huntington National Bank
Ohio
$138K
FP
499
Financial Perspectives
Minnesota
$136K
ST
500
Smithfield Trust
Pennsylvania
$132K