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iShares MSCI KLD 400 Social ETF

540 hedge funds and large institutions have $2.52B invested in iShares MSCI KLD 400 Social ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 181 increasing their positions, 211 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-22
Holders Change %
-3.91%
% of All Funds
7.34%
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
181
Reduced
211
Closed
41
Calls
$102K
Puts
$164K
Net Calls
-$62K
Net Calls Change
-$228K
Name Holding Trade Value Shares
Change
Shares
Change %
DI
551
DDFG Inc
California
-$272K -2,471 Closed
Jane Street
552
Jane Street
New York
-$244K -2,212 Closed
BG
553
Bahl & Gaynor
Ohio
-$237K -2,147 Closed
WP
554
Wealthspan Partners
Iowa
-$236K -2,143 Closed
CFG
555
Copley Financial Group
California
-$219K -1,982 Closed
PG
556
Patten Group
Tennessee
-$215K -1,949 Closed
SP
557
Sequent Planning
Nebraska
-$214K -1,937 Closed
MA
558
Mutual Advisors
Nebraska
-$216K -1,934 Closed
AFP
559
Ausdal Financial Partners
Iowa
-$211K -1,914 Closed
DWG
560
Darden Wealth Group
Michigan
-$210K -1,907 Closed
FCM
561
Firestone Capital Management
Florida
-$210K -1,906 Closed
FPW
562
Flagship Private Wealth
Massachusetts
-$208K -1,887 Closed
DT
563
Diversified Trust
Tennessee
-$207K -1,882 Closed
BFG
564
Baron Financial Group
New Jersey
-$207K -1,880 Closed
FFC
565
Frederick Financial Consultants
Maryland
-$206K -1,864 Closed
TCM
566
Towercrest Capital Management
Pennsylvania
-$204K -1,854 Closed
BFWA
567
Benchmark Financial Wealth Advisors
Florida
-$201K -1,825 Closed
EPW
568
Endeavor Private Wealth
Kansas
-$187K -1,697 Closed
CAS
569
Coppell Advisory Solutions
Texas
-$118K -1,068 Closed
EWM
570
EPG Wealth Management
Georgia
-$110K -1,000 Closed
FA
571
Fedenia Advisers
Wisconsin
-$98.9K -897 Closed
CP
572
Castleview Partners
Texas
-$48.7K -443 Closed
OP
573
ORG Partners
Indiana
-$47.7K -433 Closed
SAM
574
Synergy Asset Management
Washington
-$43.5K -400 Closed
FLP
575
Financial Life Planners
Arizona
-$38.4K -348 Closed