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iShares MSCI KLD 400 Social ETF

556 hedge funds and large institutions have $2.8B invested in iShares MSCI KLD 400 Social ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 160 increasing their positions, 223 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:

0.21% less ownership

Funds ownership: 59.6%59.39% (-0.21%)

28% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 223

Holders
556
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
1NWS
551
1 North Wealth Services
Maryland
$6.39K
TIM
552
Tortoise Investment Management
New York
$5.23K
Qube Research & Technologies (QRT)
553
Qube Research & Technologies (QRT)
United Kingdom
$3.6K
Russell Investments Group
554
Russell Investments Group
United Kingdom
$1.86K
ACA
555
American Capital Advisory
Idaho
$1.05K
TFGT
556
TS Financial Group (TSFG)
Illinois
$1K
SWP
557
Strategic Wealth Partners
Ohio
$186
CYG
558
Clean Yield Group
Vermont
$6
PA
559
PFG Advisors
Arizona
WF
560
WoodTrust Financial
Wisconsin
TC
561
TownSquare Capital
Utah
FIA
562
Foundations Investment Advisors
Arizona
ZF
563
Zhang Financial
Michigan
FCI
564
Financial Counselors Inc
Kansas
GCP
565
GSA Capital Partners
United Kingdom
ACG
566
Allen Capital Group
Nebraska
TVAMP
567
Tennessee Valley Asset Management Partners
Tennessee
AG
568
AlTi Global
New York
SG
569
StoneX Group
New York
SW
570
Simplicity Wealth
New Jersey
CA
571
Claro Advisors
Massachusetts
AF
572
Abound Financial
California
SC
573
SouthState Corp
Florida
MFS
574
Mattson Financial Services
Michigan
QCG
575
Quadrant Capital Group
Ohio