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iShares MSCI KLD 400 Social ETF

555 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, 227 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: 227

100% less call options, than puts

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

Holders
555
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
AAS
526
Ameritas Advisory Services
Nebraska
$42.5K
AIC
527
Archer Investment Corporation
Indiana
$38.3K
FLP
528
Financial Life Planners
Arizona
$37.6K
TWC
529
TD Waterhouse Canada
Ontario, Canada
$37.5K
TRCT
530
Tower Research Capital (TRC)
New York
$35.1K
MEG
531
Millstone Evans Group
Colorado
$27.7K
CWM
532
Copia Wealth Management
Oregon
$26.4K
KSB
533
Kennebec Savings Bank
Maine
$23.8K
PWA
534
Physician Wealth Advisors
Utah
$22.8K
HWA
535
Heritage Wealth Advisors
Virginia
$22.7K
CFO
536
CVA Family Office
Colorado
$19.9K
RFP
537
Root Financial Partners
California
$19.6K
S
538
SignatureFD
Georgia
$19.1K
EWP
539
Elevation Wealth Partners
California
$18.9K
CTC
540
Central Trust Company
Missouri
$18.4K
IA
541
IFP Advisors
Florida
$17.8K
BA
542
Ballast Advisors
Minnesota
$17.3K
CPG
543
Cornerstone Planning Group
New Jersey
$17.1K
EWM
544
Evermay Wealth Management
Virginia
$16.4K
MIFH
545
Migdal Insurance & Financial Holdings
Israel
$16K
Belvedere Trading
546
Belvedere Trading
Illinois
$13.6K
HDIM
547
Hanson & Doremus Investment Management
Vermont
$13K
CTWM
548
Cherry Tree Wealth Management
Minnesota
$12.1K
FCMT
549
Founders Capital Management (Texas)
Texas
$11.2K
GIM
550
Glenmede Investment Management
Pennsylvania
$9.45K