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iShares MSCI KLD 400 Social ETF

557 hedge funds and large institutions have $2.95B 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, 228 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:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

30% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 228

100% less call options, than puts

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

Holders
557
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
EB
526
Eastern Bank
Massachusetts
$44.8K
AAS
527
Ameritas Advisory Services
Nebraska
$42.5K
AIC
528
Archer Investment Corporation
Indiana
$38.3K
FLP
529
Financial Life Planners
Arizona
$37.6K
TWC
530
TD Waterhouse Canada
Ontario, Canada
$37.5K
TRCT
531
Tower Research Capital (TRC)
New York
$35.1K
KG
532
Kilter Group
New York
$28.1K
MEG
533
Millstone Evans Group
Colorado
$27.7K
CWM
534
Copia Wealth Management
Oregon
$26.4K
KSB
535
Kennebec Savings Bank
Maine
$23.8K
PWA
536
Physician Wealth Advisors
Utah
$22.8K
HWA
537
Heritage Wealth Advisors
Virginia
$22.7K
CFO
538
CVA Family Office
Colorado
$19.9K
RFP
539
Root Financial Partners
California
$19.6K
S
540
SignatureFD
Georgia
$19.1K
EWP
541
Elevation Wealth Partners
California
$18.9K
CTC
542
Central Trust Company
Missouri
$18.4K
IA
543
IFP Advisors
Florida
$17.8K
BA
544
Ballast Advisors
Minnesota
$17.3K
CPG
545
Cornerstone Planning Group
New Jersey
$17.1K
EWM
546
Evermay Wealth Management
Virginia
$16.4K
MIFH
547
Migdal Insurance & Financial Holdings
Israel
$16K
Belvedere Trading
548
Belvedere Trading
Illinois
$13.6K
HDIM
549
Hanson & Doremus Investment Management
Vermont
$13K
CTWM
550
Cherry Tree Wealth Management
Minnesota
$12.1K