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iShares MSCI KLD 400 Social ETF

556 hedge funds and large institutions have $2.8B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 160 increasing their positions, 223 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:

0.21% less ownership

Funds ownership: 59.6%59.39% (-0.21%)

28% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 223

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
EWM
526
Evolution Wealth Management
Florida
$43.6K
EB
527
Eastern Bank
Massachusetts
$41.4K
WCM
528
WealthTrak Capital Management
Virginia
$37.9K
T
529
Transce3nd
Texas
$35.3K
AIC
530
Archer Investment Corporation
Indiana
$35.3K
TWC
531
TD Waterhouse Canada
Ontario, Canada
$34.3K
BIG
532
Brooklyn Investment Group
New York
$33.9K
MEG
533
Millstone Evans Group
Colorado
$25.6K
KG
534
Kilter Group
New York
$24.9K
CWM
535
Copia Wealth Management
Oregon
$24.4K
KSB
536
Kennebec Savings Bank
Maine
$22K
PWA
537
Physician Wealth Advisors
Utah
$21K
HWA
538
Heritage Wealth Advisors
Virginia
$20.9K
HDIM
539
Hanson & Doremus Investment Management
Vermont
$20K
CTC
540
Central Trust Company
Missouri
$19.3K
CFO
541
CVA Family Office
Colorado
$18.4K
S
542
SignatureFD
Georgia
$17.7K
EWP
543
Elevation Wealth Partners
California
$17.4K
BA
544
Ballast Advisors
Minnesota
$15.9K
CPG
545
Cornerstone Planning Group
New Jersey
$15.7K
EWM
546
Evermay Wealth Management
Virginia
$15.1K
MIFH
547
Migdal Insurance & Financial Holdings
Israel
$15K
CTWM
548
Cherry Tree Wealth Management
Minnesota
$11.2K
FCMT
549
Founders Capital Management (Texas)
Texas
$10.3K
GIM
550
Glenmede Investment Management
Pennsylvania
$8.71K