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iShares MSCI KLD 400 Social ETF

558 hedge funds and large institutions have $2.96B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 229 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

31% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 229

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $315K

Holders
558
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$315K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
526
Larson Financial Group
Missouri
$47.5K
EB
527
Eastern Bank
Massachusetts
$44.8K
AAS
528
Ameritas Advisory Services
Nebraska
$42.5K
AIC
529
Archer Investment Corporation
Indiana
$38.3K
FLP
530
Financial Life Planners
Arizona
$37.6K
TWC
531
TD Waterhouse Canada
Ontario, Canada
$37.5K
TRCT
532
Tower Research Capital (TRC)
New York
$35.1K
KG
533
Kilter Group
New York
$28.1K
MEG
534
Millstone Evans Group
Colorado
$27.7K
CWM
535
Copia Wealth Management
Oregon
$26.4K
KSB
536
Kennebec Savings Bank
Maine
$23.8K
PWA
537
Physician Wealth Advisors
Utah
$22.8K
HWA
538
Heritage Wealth Advisors
Virginia
$22.7K
CFO
539
CVA Family Office
Colorado
$19.9K
RFP
540
Root Financial Partners
California
$19.6K
S
541
SignatureFD
Georgia
$19.1K
EWP
542
Elevation Wealth Partners
California
$18.9K
CTC
543
Central Trust Company
Missouri
$18.4K
IA
544
IFP Advisors
Florida
$17.8K
BA
545
Ballast Advisors
Minnesota
$17.3K
CPG
546
Cornerstone Planning Group
New Jersey
$17.1K
EWM
547
Evermay Wealth Management
Virginia
$16.4K
MIFH
548
Migdal Insurance & Financial Holdings
Israel
$16K
Belvedere Trading
549
Belvedere Trading
Illinois
$13.6K
HDIM
550
Hanson & Doremus Investment Management
Vermont
$13K