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iShares MSCI KLD 400 Social ETF

553 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 48 funds opening new positions, 158 increasing their positions, 224 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:

0.5% less ownership

Funds ownership: 59.6%59.11% (-0.5%)

29% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 224

Holders
553
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
ACA
476
Atlas Capital Advisors
Wyoming
$204K
AFP
477
Ausdal Financial Partners
Iowa
$202K
PWMAG
478
Pinnacle Wealth Management Advisory Group
New Jersey
$202K
JWA
479
JFS Wealth Advisors
Pennsylvania
$201K
FDCDDQ
480
Federation des caisses Desjardins du Quebec
Quebec, Canada
$191K
MPCG
481
Matrix Private Capital Group
New York
$191K
GRP
482
Global Retirement Partners
California
$168K
CT
483
Clearstead Trust
Maine
$163K
LWA
484
Lowe Wealth Advisors
Maryland
$161K
EPW
485
Evergreen Private Wealth
Colorado
$157K
WIM
486
Westside Investment Management
California
$157K
PS
487
Principal Securities
Iowa
$156K
RA
488
Rise Advisors
New York
$155K
MYIA
489
Mount Yale Investment Advisors
Colorado
$149K
PFBT
490
Parkside Financial Bank & Trust
Missouri
$143K
TPWA
491
Twin Peaks Wealth Advisors
California
$140K
CT
492
Caldwell Trust
Florida
$139K
TCM
493
TD Capital Management
Tennessee
$137K
HCM
494
Hollencrest Capital Management
California
$136K
PGAM
495
Princeton Global Asset Management
New Jersey
$136K
AA
496
Ancora Advisors
Ohio
$134K
Bessemer Group
497
Bessemer Group
New Jersey
$131K
HNB
498
Huntington National Bank
Ohio
$127K
FP
499
Financial Perspectives
Minnesota
$125K
PP
500
PrairieView Partners
Minnesota
$120K