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iShares MSCI KLD 400 Social ETF

551 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 47 funds opening new positions, 158 increasing their positions, 224 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+11
Holders Change %
+2.04%
% of All Funds
7.39%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
47
Increased
158
Reduced
224
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAI
501
Pittenger & Anderson Inc
Nebraska
$114K
DFA
502
DHJJ Financial Advisors
Illinois
$112K +$60.9K +524 +120%
BA
503
Bristlecone Advisors
Washington
$99.3K
ATC
504
Adirondack Trust Company
New York
$92.8K
AUB
505
Atlantic Union Bankshares
Virginia
$81.3K +$81.3K +700 New
CA
506
Clearstead Advisors
Ohio
$73.1K
PTC
507
Private Trust Company
Ohio
$70.4K -$12.7K -109 -15%
OLVIG
508
Oliver Lagore Vanvalin Investment Group
Michigan
$66.2K +$66.2K +646 New
FWP
509
FAS Wealth Partners
Kansas
$63.1K +$116 +1 +0.2%
PA
510
Parallel Advisors
California
$59.7K
BONH
511
Bank of New Hampshire
New Hampshire
$59.2K
IA
512
IFP Advisors
Florida
$59.2K -$87.7K -756 -60%
CTA
513
Colonial Trust Advisors
South Carolina
$58.1K
SL
514
Salomon & Ludwin
Virginia
$55.3K
MFT
515
Moisand Fitzgerald Tamayo
Florida
$53.7K -$116 -1 -0.2%
AG
516
AmeriFlex Group
Nevada
$53.6K -$6.2K -54 -10%
LFG
517
Larson Financial Group
Missouri
$49K +$17.1K +147 +53%
ADL
518
Asset Dedication LLC
California
$48.4K -$77.6K -668 -62%
HFS
519
Hantz Financial Services
Michigan
$48K +$48K +416 New
DWA
520
Dougherty Wealth Advisers
Minnesota
$46.6K
EWM
521
Evolution Wealth Management
Florida
$43.6K +$43.6K +375 New
EB
522
Eastern Bank
Massachusetts
$41.4K
WCM
523
WealthTrak Capital Management
Virginia
$37.9K
T
524
Transce3nd
Texas
$35.3K -$11.5K -99 -25%
AIC
525
Archer Investment Corporation
Indiana
$35.3K