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iShares MSCI KLD 400 Social ETF

548 hedge funds and large institutions have $2.93B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 224 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: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

30% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 224

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

100% less call options, than puts

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

Holders
548
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
AUB
501
Atlantic Union Bankshares
Virginia
$88.2K
CA
502
Clearstead Advisors
Ohio
$79.2K
TCM
503
Triumph Capital Management
Colorado
$77.2K
PTC
504
Private Trust Company
Ohio
$76.3K
AG
505
AmeriFlex Group
Nevada
$75.2K
FWP
506
FAS Wealth Partners
Kansas
$68.6K
BONH
507
Bank of New Hampshire
New Hampshire
$64.2K
CTA
508
Colonial Trust Advisors
South Carolina
$63K
PA
509
Parallel Advisors
California
$62.1K
SL
510
Salomon & Ludwin
Virginia
$60.1K
MFT
511
Moisand Fitzgerald Tamayo
Florida
$58.1K
HFS
512
Hantz Financial Services
Michigan
$52K
TFA
513
Transamerica Financial Advisors
Florida
$51.9K
Qube Research & Technologies (QRT)
514
Qube Research & Technologies (QRT)
United Kingdom
$51.6K
DWA
515
Dougherty Wealth Advisers
Minnesota
$50.5K
EWM
516
Evolution Wealth Management
Florida
$49.8K
ADL
517
Asset Dedication LLC
California
$48.4K
QCG
518
Quadrant Capital Group
Ohio
$47.9K
LFG
519
Larson Financial Group
Missouri
$47.5K
EB
520
Eastern Bank
Massachusetts
$44.8K
AAS
521
Ameritas Advisory Services
Nebraska
$42.5K
AIC
522
Archer Investment Corporation
Indiana
$38.3K
FLP
523
Financial Life Planners
Arizona
$37.6K
TWC
524
TD Waterhouse Canada
Ontario, Canada
$37.5K
TRCT
525
Tower Research Capital (TRC)
New York
$35.1K