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iShares MSCI KLD 400 Social ETF

556 hedge funds and large institutions have $2.8B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 160 increasing their positions, 223 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:

0.21% less ownership

Funds ownership: 59.6%59.39% (-0.21%)

28% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 223

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
HNB
501
Huntington National Bank
Ohio
$127K
FP
502
Financial Perspectives
Minnesota
$125K
PP
503
PrairieView Partners
Minnesota
$120K
GWANC
504
Guardian Wealth Advisors (North Carolina)
North Carolina
$116K
ME
505
McIlrath & Eck
Washington
$115K
PAI
506
Pittenger & Anderson Inc
Nebraska
$114K
DFA
507
DHJJ Financial Advisors
Illinois
$112K
BA
508
Bristlecone Advisors
Washington
$99.3K
ATC
509
Adirondack Trust Company
New York
$92.8K
AUB
510
Atlantic Union Bankshares
Virginia
$81.3K
CA
511
Clearstead Advisors
Ohio
$73.1K
PTC
512
Private Trust Company
Ohio
$70.4K
OLVIG
513
Oliver Lagore Vanvalin Investment Group
Michigan
$66.2K
FWP
514
FAS Wealth Partners
Kansas
$63.1K
PA
515
Parallel Advisors
California
$59.7K
BONH
516
Bank of New Hampshire
New Hampshire
$59.2K
IA
517
IFP Advisors
Florida
$59.2K
CTA
518
Colonial Trust Advisors
South Carolina
$58.1K
SL
519
Salomon & Ludwin
Virginia
$55.3K
MFT
520
Moisand Fitzgerald Tamayo
Florida
$53.7K
AG
521
AmeriFlex Group
Nevada
$53.6K
LFG
522
Larson Financial Group
Missouri
$49K
ADL
523
Asset Dedication LLC
California
$48.4K
HFS
524
Hantz Financial Services
Michigan
$48K
DWA
525
Dougherty Wealth Advisers
Minnesota
$46.6K