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iShares MSCI KLD 400 Social ETF

553 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 48 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:

0.5% less ownership

Funds ownership: 59.6%59.11% (-0.5%)

29% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 224

Holders
553
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
T
526
Transce3nd
Texas
$35.3K
AIC
527
Archer Investment Corporation
Indiana
$35.3K
TWC
528
TD Waterhouse Canada
Ontario, Canada
$34.3K
BIG
529
Brooklyn Investment Group
New York
$33.9K
MEG
530
Millstone Evans Group
Colorado
$25.6K
KG
531
Kilter Group
New York
$24.9K
CWM
532
Copia Wealth Management
Oregon
$24.4K
KSB
533
Kennebec Savings Bank
Maine
$22K
PWA
534
Physician Wealth Advisors
Utah
$21K
HWA
535
Heritage Wealth Advisors
Virginia
$20.9K
HDIM
536
Hanson & Doremus Investment Management
Vermont
$20K
CTC
537
Central Trust Company
Missouri
$19.3K
CFO
538
CVA Family Office
Colorado
$18.4K
S
539
SignatureFD
Georgia
$17.7K
EWP
540
Elevation Wealth Partners
California
$17.4K
BA
541
Ballast Advisors
Minnesota
$15.9K
CPG
542
Cornerstone Planning Group
New Jersey
$15.7K
EWM
543
Evermay Wealth Management
Virginia
$15.1K
MIFH
544
Migdal Insurance & Financial Holdings
Israel
$15K
CTWM
545
Cherry Tree Wealth Management
Minnesota
$11.2K
FCMT
546
Founders Capital Management (Texas)
Texas
$10.3K
GIM
547
Glenmede Investment Management
Pennsylvania
$8.71K
1NWS
548
1 North Wealth Services
Maryland
$6.39K
TIM
549
Tortoise Investment Management
New York
$5.23K
Qube Research & Technologies (QRT)
550
Qube Research & Technologies (QRT)
United Kingdom
$3.6K