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iShares MSCI KLD 400 Social ETF
545 hedge funds and large institutions have $2.54B invested in iShares MSCI KLD 400 Social ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 182 increasing their positions, 212 reducing their positions, and 43 closing their positions.
New
Increased
Maintained
Reduced
Closed
2.18% less ownership
Funds ownership: 62.25% → 60.07% (-2.2%)
4% less funds holding
Funds holding: 567 → 545 (-22)
14% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 212
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
15% less capital invested
Capital invested by funds: $2.97B → $2.54B (-$433M)
33% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 43
38% less call options, than puts
Call options by funds: $102K | Put options by funds: $164K
Holders
545
Holders Change
-22
Holders Change %
-3.88%
% of All Funds
7.31%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
29
Increased
182
Reduced
212
Closed
43
Calls
$102K
Puts
$164K
Net Calls
-$62K
Net Calls Change
-$228K
Top Buyers
| 1 |
Bank of New York Mellon
New York
|
+$9.78M |
| 2 |
Rockefeller Capital Management
New York
|
+$9.19M |
| 3 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$7.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.29M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.66M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$92.6M |
| 2 |
IAS
IMA Advisory Services
Denver,
Colorado
|
-$47.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$26.9M |
| 4 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$25.1M |
| 5 |
JP Morgan Chase
New York
|
-$16.4M |
