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iShares MSCI KLD 400 Social ETF

555 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 49 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:

0.48% less ownership

Funds ownership: 59.6%59.12% (-0.48%)

29% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 224

Holders
555
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
FP
501
Financial Perspectives
Minnesota
$125K
PP
502
PrairieView Partners
Minnesota
$120K
GWANC
503
Guardian Wealth Advisors (North Carolina)
North Carolina
$116K
ME
504
McIlrath & Eck
Washington
$115K
PAI
505
Pittenger & Anderson Inc
Nebraska
$114K
DFA
506
DHJJ Financial Advisors
Illinois
$112K
BA
507
Bristlecone Advisors
Washington
$99.3K
ATC
508
Adirondack Trust Company
New York
$92.8K
AUB
509
Atlantic Union Bankshares
Virginia
$81.3K
CA
510
Clearstead Advisors
Ohio
$73.1K
PTC
511
Private Trust Company
Ohio
$70.4K
OLVIG
512
Oliver Lagore Vanvalin Investment Group
Michigan
$66.2K
FWP
513
FAS Wealth Partners
Kansas
$63.1K
PA
514
Parallel Advisors
California
$59.7K
BONH
515
Bank of New Hampshire
New Hampshire
$59.2K
IA
516
IFP Advisors
Florida
$59.2K
CTA
517
Colonial Trust Advisors
South Carolina
$58.1K
SL
518
Salomon & Ludwin
Virginia
$55.3K
MFT
519
Moisand Fitzgerald Tamayo
Florida
$53.7K
AG
520
AmeriFlex Group
Nevada
$53.6K
LFG
521
Larson Financial Group
Missouri
$49K
ADL
522
Asset Dedication LLC
California
$48.4K
HFS
523
Hantz Financial Services
Michigan
$48K
DWA
524
Dougherty Wealth Advisers
Minnesota
$46.6K
EWM
525
Evolution Wealth Management
Florida
$43.6K