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iShares MSCI KLD 400 Social ETF

551 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 47 funds opening new positions, 158 increasing their positions, 224 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+11
Holders Change %
+2.04%
% of All Funds
7.39%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
47
Increased
158
Reduced
224
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWC
526
TD Waterhouse Canada
Ontario, Canada
$34.3K
BIG
527
Brooklyn Investment Group
New York
$33.9K +$25.1K +216 +284%
MEG
528
Millstone Evans Group
Colorado
$25.6K +$25.6K +220 New
KG
529
Kilter Group
New York
$24.9K +$24.9K +214 New
CWM
530
Copia Wealth Management
Oregon
$24.4K
KSB
531
Kennebec Savings Bank
Maine
$22K +$3.25K +28 +17%
PWA
532
Physician Wealth Advisors
Utah
$21K -$116 -1 -0.5%
HWA
533
Heritage Wealth Advisors
Virginia
$20.9K
HDIM
534
Hanson & Doremus Investment Management
Vermont
$20K
CTC
535
Central Trust Company
Missouri
$19.3K -$12.5K -108 -39%
CFO
536
CVA Family Office
Colorado
$18.4K
S
537
SignatureFD
Georgia
$17.7K
EWP
538
Elevation Wealth Partners
California
$17.4K
BA
539
Ballast Advisors
Minnesota
$15.9K
CPG
540
Cornerstone Planning Group
New Jersey
$15.7K -$16.4K -137 -51%
EWM
541
Evermay Wealth Management
Virginia
$15.1K
MIFH
542
Migdal Insurance & Financial Holdings
Israel
$15K
CTWM
543
Cherry Tree Wealth Management
Minnesota
$11.2K
FCMT
544
Founders Capital Management (Texas)
Texas
$10.3K
GIM
545
Glenmede Investment Management
Pennsylvania
$8.71K +$8.71K +75 New
1NWS
546
1 North Wealth Services
Maryland
$6.39K
TIM
547
Tortoise Investment Management
New York
$5.23K
Qube Research & Technologies (QRT)
548
Qube Research & Technologies (QRT)
United Kingdom
$3.6K -$44.4K -382 -92%
Russell Investments Group
549
Russell Investments Group
United Kingdom
$1.86K -$3.83K -33 -67%
ACA
550
American Capital Advisory
Idaho
$1.05K