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iShares MSCI KLD 400 Social ETF

557 hedge funds and large institutions have $2.95B 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, 228 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:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

30% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 228

100% less call options, than puts

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

Holders
557
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
ST
501
Smithfield Trust
Pennsylvania
$132K
PAM
502
Palisade Asset Management
Minnesota
$125K
PAI
503
Pittenger & Anderson Inc
Nebraska
$124K
ME
504
McIlrath & Eck
Washington
$123K
DFA
505
DHJJ Financial Advisors
Illinois
$121K
ATC
506
Adirondack Trust Company
New York
$101K
CFD
507
Creative Financial Designs
Indiana
$100K
AUB
508
Atlantic Union Bankshares
Virginia
$88.2K
CA
509
Clearstead Advisors
Ohio
$79.2K
PTC
510
Private Trust Company
Ohio
$76.3K
AG
511
AmeriFlex Group
Nevada
$75.2K
FWP
512
FAS Wealth Partners
Kansas
$68.6K
BONH
513
Bank of New Hampshire
New Hampshire
$64.2K
CTA
514
Colonial Trust Advisors
South Carolina
$63K
PA
515
Parallel Advisors
California
$62.1K
SL
516
Salomon & Ludwin
Virginia
$60.1K
MFT
517
Moisand Fitzgerald Tamayo
Florida
$58.1K
HFS
518
Hantz Financial Services
Michigan
$52K
TFA
519
Transamerica Financial Advisors
Florida
$51.9K
Qube Research & Technologies (QRT)
520
Qube Research & Technologies (QRT)
United Kingdom
$51.6K
DWA
521
Dougherty Wealth Advisers
Minnesota
$50.5K
EWM
522
Evolution Wealth Management
Florida
$49.8K
ADL
523
Asset Dedication LLC
California
$48.4K
QCG
524
Quadrant Capital Group
Ohio
$47.9K
LFG
525
Larson Financial Group
Missouri
$47.5K