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iShares MSCI KLD 400 Social ETF

553 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 48 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:

0.5% less ownership

Funds ownership: 59.6%59.11% (-0.5%)

29% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 224

Holders
553
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
GWANC
501
Guardian Wealth Advisors (North Carolina)
North Carolina
$116K
ME
502
McIlrath & Eck
Washington
$115K
PAI
503
Pittenger & Anderson Inc
Nebraska
$114K
DFA
504
DHJJ Financial Advisors
Illinois
$112K
BA
505
Bristlecone Advisors
Washington
$99.3K
ATC
506
Adirondack Trust Company
New York
$92.8K
AUB
507
Atlantic Union Bankshares
Virginia
$81.3K
CA
508
Clearstead Advisors
Ohio
$73.1K
PTC
509
Private Trust Company
Ohio
$70.4K
OLVIG
510
Oliver Lagore Vanvalin Investment Group
Michigan
$66.2K
FWP
511
FAS Wealth Partners
Kansas
$63.1K
PA
512
Parallel Advisors
California
$59.7K
BONH
513
Bank of New Hampshire
New Hampshire
$59.2K
IA
514
IFP Advisors
Florida
$59.2K
CTA
515
Colonial Trust Advisors
South Carolina
$58.1K
SL
516
Salomon & Ludwin
Virginia
$55.3K
MFT
517
Moisand Fitzgerald Tamayo
Florida
$53.7K
AG
518
AmeriFlex Group
Nevada
$53.6K
LFG
519
Larson Financial Group
Missouri
$49K
ADL
520
Asset Dedication LLC
California
$48.4K
HFS
521
Hantz Financial Services
Michigan
$48K
DWA
522
Dougherty Wealth Advisers
Minnesota
$46.6K
EWM
523
Evolution Wealth Management
Florida
$43.6K
EB
524
Eastern Bank
Massachusetts
$41.4K
WCM
525
WealthTrak Capital Management
Virginia
$37.9K