DSI icon

iShares MSCI KLD 400 Social ETF

555 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, 227 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: 227

100% less call options, than puts

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

Holders
555
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
PAM
501
Palisade Asset Management
Minnesota
$125K
PAI
502
Pittenger & Anderson Inc
Nebraska
$124K
ME
503
McIlrath & Eck
Washington
$123K
DFA
504
DHJJ Financial Advisors
Illinois
$121K
ATC
505
Adirondack Trust Company
New York
$101K
CFD
506
Creative Financial Designs
Indiana
$100K
AUB
507
Atlantic Union Bankshares
Virginia
$88.2K
CA
508
Clearstead Advisors
Ohio
$79.2K
PTC
509
Private Trust Company
Ohio
$76.3K
AG
510
AmeriFlex Group
Nevada
$75.2K
FWP
511
FAS Wealth Partners
Kansas
$68.6K
BONH
512
Bank of New Hampshire
New Hampshire
$64.2K
CTA
513
Colonial Trust Advisors
South Carolina
$63K
PA
514
Parallel Advisors
California
$62.1K
SL
515
Salomon & Ludwin
Virginia
$60.1K
MFT
516
Moisand Fitzgerald Tamayo
Florida
$58.1K
HFS
517
Hantz Financial Services
Michigan
$52K
TFA
518
Transamerica Financial Advisors
Florida
$51.9K
Qube Research & Technologies (QRT)
519
Qube Research & Technologies (QRT)
United Kingdom
$51.6K
DWA
520
Dougherty Wealth Advisers
Minnesota
$50.5K
EWM
521
Evolution Wealth Management
Florida
$49.8K
ADL
522
Asset Dedication LLC
California
$48.4K
QCG
523
Quadrant Capital Group
Ohio
$47.9K
LFG
524
Larson Financial Group
Missouri
$47.5K
EB
525
Eastern Bank
Massachusetts
$44.8K