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iShares MSCI KLD 400 Social ETF

548 hedge funds and large institutions have $2.93B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 156 increasing their positions, 224 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: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

30% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 224

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

100% less call options, than puts

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

Holders
548
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
MEG
526
Millstone Evans Group
Colorado
$27.7K
CWM
527
Copia Wealth Management
Oregon
$26.4K
KSB
528
Kennebec Savings Bank
Maine
$23.8K
PWA
529
Physician Wealth Advisors
Utah
$22.8K
HWA
530
Heritage Wealth Advisors
Virginia
$22.7K
CFO
531
CVA Family Office
Colorado
$19.9K
RFP
532
Root Financial Partners
California
$19.6K
S
533
SignatureFD
Georgia
$19.1K
EWP
534
Elevation Wealth Partners
California
$18.9K
CTC
535
Central Trust Company
Missouri
$18.4K
BA
536
Ballast Advisors
Minnesota
$17.3K
CPG
537
Cornerstone Planning Group
New Jersey
$17.1K
EWM
538
Evermay Wealth Management
Virginia
$16.4K
MIFH
539
Migdal Insurance & Financial Holdings
Israel
$16K
Belvedere Trading
540
Belvedere Trading
Illinois
$13.6K
HDIM
541
Hanson & Doremus Investment Management
Vermont
$13K
CTWM
542
Cherry Tree Wealth Management
Minnesota
$12.1K
FCMT
543
Founders Capital Management (Texas)
Texas
$11.2K
GIM
544
Glenmede Investment Management
Pennsylvania
$9.45K
1NWS
545
1 North Wealth Services
Maryland
$6.93K
TIM
546
Tortoise Investment Management
New York
$5.67K
Russell Investments Group
547
Russell Investments Group
United Kingdom
$2.02K
ACA
548
American Capital Advisory
Idaho
$1.13K
TFGT
549
TS Financial Group (TSFG)
Illinois
$1K
CYG
550
Clean Yield Group
Vermont
$6