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iShares MSCI KLD 400 Social ETF

540 hedge funds and large institutions have $2.52B invested in iShares MSCI KLD 400 Social ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 181 increasing their positions, 211 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-22
Holders Change %
-3.91%
% of All Funds
7.33%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
29
Increased
181
Reduced
211
Closed
41
Calls
$102K
Puts
$164K
Net Calls
-$62K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Shares
Change %
DFA
501
DHJJ Financial Advisors
Illinois
$44.7K
Qube Research & Technologies (QRT)
502
Qube Research & Technologies (QRT)
United Kingdom
$42.3K -$51K -498 -55%
T
503
Transce3nd
Texas
$41.3K +$5.53K +54 +15%
DWA
504
Dougherty Wealth Advisers
Minnesota
$41.1K
QCG
505
Quadrant Capital Group
Ohio
$38.9K
EB
506
Eastern Bank
Massachusetts
$36.5K -$18.5K -181 -34%
CYG
507
Clean Yield Group
Vermont
$36.4K +$36.4K +355 New
WCM
508
WealthTrak Capital Management
Virginia
$33.4K
AIC
509
Archer Investment Corporation
Indiana
$31.1K
CAWM
510
Capital A Wealth Management
Pennsylvania
$30.9K
TWC
511
TD Waterhouse Canada
Ontario, Canada
$30.5K -$15.4K -150 -34%
CRFG
512
Columbia River Financial Group
Washington
$30K +$30K +297 New
LFG
513
Larson Financial Group
Missouri
$28.2K +$102 +1 +0.4%
CTC
514
Central Trust Company
Missouri
$28.1K +$2.05K +20 +8%
CPG
515
Cornerstone Planning Group
New Jersey
$26.3K +$26.3K +268 New
HCM
516
Hollencrest Capital Management
California
$22.7K
CWM
517
Copia Wealth Management
Oregon
$21.5K
PWA
518
Physician Wealth Advisors
Utah
$18.6K -$102 -1 -0.5%
HWA
519
Heritage Wealth Advisors
Virginia
$18.4K
GFPC
520
Global Financial Private Client
Florida
$18.3K +$614 +6 +3%
HDIM
521
Hanson & Doremus Investment Management
Vermont
$18K
KSB
522
Kennebec Savings Bank
Maine
$16.5K
CFO
523
CVA Family Office
Colorado
$16.2K
S
524
SignatureFD
Georgia
$15.6K
EWP
525
Elevation Wealth Partners
California
$15.4K