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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
Russell Investments Group
551
Russell Investments Group
United Kingdom
$1.86K
ACA
552
American Capital Advisory
Idaho
$1.05K
TFGT
553
TS Financial Group (TSFG)
Illinois
$1K
SWP
554
Strategic Wealth Partners
Ohio
$186
CYG
555
Clean Yield Group
Vermont
$6
PA
556
PFG Advisors
Arizona
WF
557
WoodTrust Financial
Wisconsin
TC
558
TownSquare Capital
Utah
FIA
559
Foundations Investment Advisors
Arizona
ZF
560
Zhang Financial
Michigan
FCI
561
Financial Counselors Inc
Kansas
GCP
562
GSA Capital Partners
United Kingdom
ACG
563
Allen Capital Group
Nebraska
TVAMP
564
Tennessee Valley Asset Management Partners
Tennessee
AG
565
AlTi Global
New York
SG
566
StoneX Group
New York
SW
567
Simplicity Wealth
New Jersey
CA
568
Claro Advisors
Massachusetts
AF
569
Abound Financial
California
SC
570
SouthState Corp
Florida
MFS
571
Mattson Financial Services
Michigan
QCG
572
Quadrant Capital Group
Ohio
CAWM
573
Capital A Wealth Management
Pennsylvania
CRFG
574
Columbia River Financial Group
Washington
GFPC
575
Global Financial Private Client
Florida