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iShares MSCI KLD 400 Social ETF

557 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, 228 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: 228

100% less call options, than puts

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

Holders
557
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
PMG
476
ProVise Management Group
Florida
$208K
MPCG
477
Matrix Private Capital Group
New York
$207K
FPW
478
Flagship Private Wealth
Massachusetts
$206K
CSA
479
Cottage Street Advisors
Massachusetts
$206K
HCM
480
Howland Capital Management
Massachusetts
$205K
HFA
481
High Falls Advisors
New York
$205K
JWA
482
JFS Wealth Advisors
Pennsylvania
$203K
MHC
483
May Hill Capital
Massachusetts
$202K
FDCDDQ
484
Federation des caisses Desjardins du Quebec
Quebec, Canada
$195K
CT
485
Clearstead Trust
Maine
$177K
LWA
486
Lowe Wealth Advisors
Maryland
$175K
WIM
487
Westside Investment Management
California
$171K
EPW
488
Evergreen Private Wealth
Colorado
$171K
RA
489
Rise Advisors
New York
$168K
PS
490
Principal Securities
Iowa
$167K
PFBT
491
Parkside Financial Bank & Trust
Missouri
$155K
CT
492
Caldwell Trust
Florida
$151K
TCM
493
TD Capital Management
Tennessee
$149K
HCM
494
Hollencrest Capital Management
California
$147K
PGAM
495
Princeton Global Asset Management
New Jersey
$147K
GRP
496
Global Retirement Partners
California
$145K
AA
497
Ancora Advisors
Ohio
$145K
Bessemer Group
498
Bessemer Group
New Jersey
$142K
HNB
499
Huntington National Bank
Ohio
$138K
FP
500
Financial Perspectives
Minnesota
$136K