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iShares MSCI KLD 400 Social ETF

540 hedge funds and large institutions have $2.52B invested in iShares MSCI KLD 400 Social ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 181 increasing their positions, 211 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-22
Holders Change %
-3.91%
% of All Funds
7.34%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
29
Increased
181
Reduced
211
Closed
41
Calls
$102K
Puts
$164K
Net Calls
-$62K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Shares
Change %
BA
526
Ballast Advisors
Minnesota
$14K
EWM
527
Evermay Wealth Management
Virginia
$13.3K
MIFH
528
Migdal Insurance & Financial Holdings
Israel
$13K
CTWM
529
Cherry Tree Wealth Management
Minnesota
$9.83K -$96.1K -938 -91%
FCMT
530
Founders Capital Management (Texas)
Texas
$9.11K
BIG
531
Brooklyn Investment Group
New York
$7.78K +$7.78K +76 New
GT
532
Glenmede Trust
Pennsylvania
$7.68K
1NWS
533
1 North Wealth Services
Maryland
$5.63K +$5.63K +55 New
Russell Investments Group
534
Russell Investments Group
United Kingdom
$5.02K -$14.3K -140 -74%
TIM
535
Tortoise Investment Management
New York
$4.61K
HCP
536
Hexagon Capital Partners
Arkansas
$4.1K
PPWM
537
PFG Private Wealth Management
Florida
$4.03K
DRP
538
Decker Retirement Planning
Utah
$2.46K
TFGT
539
TS Financial Group (TSFG)
Illinois
$1K
ACA
540
American Capital Advisory
Idaho
$922 -$3.79K -37 -80%
KGP
541
Keystone Global Partners
Colorado
$102 +$102 +1 New
IAA
542
Independent Advisor Alliance
North Carolina
-$3.28M -29,743 Closed
FSA
543
Financial Services Advisory
Maryland
-$2.84M -25,764 Closed
SW
544
SVB Wealth
Massachusetts
-$1.72M -15,592 Closed
Northern Trust
545
Northern Trust
Illinois
-$1.44M -13,040 Closed
CFGS
546
Concourse Financial Group Securities
Alabama
-$1.2M -10,423 Closed
APW
547
Aurora Private Wealth
New Jersey
-$631K -5,725 Closed
AF
548
Aviso Financial
Ontario, Canada
-$607K -5,497 Closed
SWA
549
Stratos Wealth Advisors
Ohio
-$493K -4,468 Closed
PBO
550
Peoples Bank (Ohio)
Ohio
-$288K -2,611 Closed