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iShares MSCI KLD 400 Social ETF

555 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 49 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:

0.48% less ownership

Funds ownership: 59.6%59.12% (-0.48%)

29% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 224

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