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iShares MSCI KLD 400 Social ETF
DSI

614 hedge funds and large institutions have $3.16B invested in iShares MSCI KLD 400 Social ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 182 increasing their positions, 209 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 18

117% more funds holding in top 10

Funds holding in top 10: 6 → 13 (+7)

10% more funds holding

Funds holding: 560 → 614 (+54)

7% more capital invested

Capital invested by funds: $2.97B → $3.16B (+$194M)

2.16% more ownership

Funds ownership: 59.73% → 61.88% (+2.2%)

13% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 209

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $258K

Holders
614
Holders Change
+54
Holders Change %
+9.64%
% of All Funds
7.47%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.16%
New
80
Increased
182
Reduced
209
Closed
18
Calls
–
Puts
$258K
Net Calls
-$258K
Net Calls Change
+$57K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$39.4M
2
GRP
Global Retirement Partners
California
+$28.2M
3
NI
Natural Investments
California
+$12.6M
4
AAS
Ameritas Advisory Services
Nebraska
+$12.5M
5
NAMM
NorthStar Asset Management (Massachusetts)
Massachusetts
+$12.4M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$47.8M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$5.95M
3
Truist Financial
Truist Financial
North Carolina
-$4.84M
4
WANY
Wealthspire Advisors (New York)
New York
-$4.33M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
501
Snider Financial Group
Washington
$233K – – –
CCM
502
Colorado Capital Management
Colorado
$232K -$116K -909 -34%
ACM
503
Absolute Capital Management
Pennsylvania
$231K +$229K +1,795 New
CAMV
504
Concord Asset Management (Virginia)
Virginia
$229K -$125K -982 -36%
TAP
505
TSG Advice Partners
Ohio
$227K +$225K +1,765 New
BW
506
Basepoint Wealth
Iowa
$227K +$128 +1 +0.1%
PWMAG
507
Pinnacle Wealth Management Advisory Group
New Jersey
$227K -$128 -1 -0.1%
FNWM
508
Financial Network Wealth Management
Utah
$225K – – –
CIAS
509
CFS Investment Advisory Services
New Jersey
$225K +$1.53K +12 +0.7%
MA
510
Mutual Advisors
Nebraska
$225K – – –
AWM
511
Affinity Wealth Management
Delaware
$220K – – –
SP
512
Sequent Planning
Nebraska
$217K -$28.4K -222 -12%
1WM
513
1900 Wealth Management
Texas
$214K – – –
CAWM
514
Capital Advisors Wealth Management
Washington
$214K +$255 +2 +0.1%
PMG
515
ProVise Management Group
Florida
$213K – – –
EPW
516
Endeavor Private Wealth
Kansas
$212K -$18.5K -145 -8%
FPW
517
Flagship Private Wealth
Massachusetts
$211K +$383 +3 +0.2%
AFP
518
Ausdal Financial Partners
Iowa
$211K -$62.8K -492 -23%
MPCG
519
Matrix Private Capital Group
New York
$211K – – –
CSA
520
Cottage Street Advisors
Massachusetts
$211K +$383 +3 +0.2%
HCM
521
Howland Capital Management
Massachusetts
$210K – – –
HFA
522
High Falls Advisors
New York
$210K +$255 +2 +0.1%
BPW
523
BLVD Private Wealth
Kentucky
$209K -$4.09K -32 -2%
SMF
524
Sterling Manor Financial
New York
$208K -$7.79K -61 -4%
SG
525
StoneX Group
New York
$206K -$53K -415 -21%
19 20
21
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