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iShares MSCI KLD 400 Social ETF

558 hedge funds and large institutions have $2.96B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 229 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: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

31% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 229

100% less call options, than puts

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

Holders
558
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
FP
501
Financial Perspectives
Minnesota
$136K
ST
502
Smithfield Trust
Pennsylvania
$132K
PAM
503
Palisade Asset Management
Minnesota
$125K
PAI
504
Pittenger & Anderson Inc
Nebraska
$124K
ME
505
McIlrath & Eck
Washington
$123K
DFA
506
DHJJ Financial Advisors
Illinois
$121K
ATC
507
Adirondack Trust Company
New York
$101K
CFD
508
Creative Financial Designs
Indiana
$100K
AUB
509
Atlantic Union Bankshares
Virginia
$88.2K
CA
510
Clearstead Advisors
Ohio
$79.2K
PTC
511
Private Trust Company
Ohio
$76.3K
AG
512
AmeriFlex Group
Nevada
$75.2K
FWP
513
FAS Wealth Partners
Kansas
$68.6K
BONH
514
Bank of New Hampshire
New Hampshire
$64.2K
CTA
515
Colonial Trust Advisors
South Carolina
$63K
PA
516
Parallel Advisors
California
$62.1K
SL
517
Salomon & Ludwin
Virginia
$60.1K
MFT
518
Moisand Fitzgerald Tamayo
Florida
$58.1K
HFS
519
Hantz Financial Services
Michigan
$52K
TFA
520
Transamerica Financial Advisors
Florida
$51.9K
Qube Research & Technologies (QRT)
521
Qube Research & Technologies (QRT)
United Kingdom
$51.6K
DWA
522
Dougherty Wealth Advisers
Minnesota
$50.5K
EWM
523
Evolution Wealth Management
Florida
$49.8K
ADL
524
Asset Dedication LLC
California
$48.4K
QCG
525
Quadrant Capital Group
Ohio
$47.9K