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iShares MSCI KLD 400 Social ETF

555 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 49 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:

0.48% less ownership

Funds ownership: 59.6%59.12% (-0.48%)

29% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 224

Holders
555
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
EB
526
Eastern Bank
Massachusetts
$41.4K
WCM
527
WealthTrak Capital Management
Virginia
$37.9K
T
528
Transce3nd
Texas
$35.3K
AIC
529
Archer Investment Corporation
Indiana
$35.3K
TWC
530
TD Waterhouse Canada
Ontario, Canada
$34.3K
BIG
531
Brooklyn Investment Group
New York
$33.9K
MEG
532
Millstone Evans Group
Colorado
$25.6K
KG
533
Kilter Group
New York
$24.9K
CWM
534
Copia Wealth Management
Oregon
$24.4K
KSB
535
Kennebec Savings Bank
Maine
$22K
PWA
536
Physician Wealth Advisors
Utah
$21K
HWA
537
Heritage Wealth Advisors
Virginia
$20.9K
HDIM
538
Hanson & Doremus Investment Management
Vermont
$20K
CTC
539
Central Trust Company
Missouri
$19.3K
CFO
540
CVA Family Office
Colorado
$18.4K
S
541
SignatureFD
Georgia
$17.7K
EWP
542
Elevation Wealth Partners
California
$17.4K
BA
543
Ballast Advisors
Minnesota
$15.9K
CPG
544
Cornerstone Planning Group
New Jersey
$15.7K
EWM
545
Evermay Wealth Management
Virginia
$15.1K
MIFH
546
Migdal Insurance & Financial Holdings
Israel
$15K
CTWM
547
Cherry Tree Wealth Management
Minnesota
$11.2K
FCMT
548
Founders Capital Management (Texas)
Texas
$10.3K
GIM
549
Glenmede Investment Management
Pennsylvania
$8.71K
1NWS
550
1 North Wealth Services
Maryland
$6.39K