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iShares MSCI KLD 400 Social ETF

551 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 47 funds opening new positions, 158 increasing their positions, 224 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+11
Holders Change %
+2.04%
% of All Funds
7.39%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
47
Increased
158
Reduced
224
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFGT
551
TS Financial Group (TSFG)
Illinois
$1K
SWP
552
Strategic Wealth Partners
Ohio
$186 +$186 +2 New
CYG
553
Clean Yield Group
Vermont
$6 -$36.4K -355 Closed
PA
554
PFG Advisors
Arizona
-$1.94M -18,944 Closed
WF
555
WoodTrust Financial
Wisconsin
-$1.23M -12,018 Closed
TC
556
TownSquare Capital
Utah
-$1.22M -11,935 Closed
FIA
557
Foundations Investment Advisors
Arizona
-$950K -9,279 Closed
ZF
558
Zhang Financial
Michigan
-$722K -7,054 Closed
FCI
559
Financial Counselors Inc
Kansas
-$627K -6,118 Closed
GCP
560
GSA Capital Partners
United Kingdom
-$419K -4,092 Closed
ACG
561
Allen Capital Group
Nebraska
-$418K -4,081 Closed
TVAMP
562
Tennessee Valley Asset Management Partners
Tennessee
-$406K -3,960 Closed
AG
563
AlTi Global
New York
-$381K -3,725 Closed
SG
564
StoneX Group
New York
-$360K -3,515 Closed
SW
565
Simplicity Wealth
New Jersey
-$242K -2,368 Closed
CA
566
Claro Advisors
Massachusetts
-$230K -2,245 Closed
AF
567
Abound Financial
California
-$96.7K -944 Closed
SC
568
SouthState Corp
Florida
-$63.8K -623 Closed
MFS
569
Mattson Financial Services
Michigan
-$47.8K -467 Closed
QCG
570
Quadrant Capital Group
Ohio
-$38.9K -380 Closed
CRFG
571
Columbia River Financial Group
Washington
-$30K -297 Closed
GFPC
572
Global Financial Private Client
Florida
-$18.3K -179 Closed
HCP
573
Hexagon Capital Partners
Arkansas
-$4.1K -40 Closed
PPWM
574
PFG Private Wealth Management
Florida
-$4.03K -39 Closed
KGP
575
Keystone Global Partners
Colorado
-$102 -1 Closed