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iShares MSCI KLD 400 Social ETF

557 hedge funds and large institutions have $2.95B invested in iShares MSCI KLD 400 Social ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 228 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

30% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 228

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $315K

Holders
557
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$315K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCMT
551
Founders Capital Management (Texas)
Texas
$11.2K
GIM
552
Glenmede Investment Management
Pennsylvania
$9.45K
1NWS
553
1 North Wealth Services
Maryland
$6.93K
TIM
554
Tortoise Investment Management
New York
$5.67K
TAM
555
Tucker Asset Management
Colorado
$2.52K
Russell Investments Group
556
Russell Investments Group
United Kingdom
$2.02K
ACA
557
American Capital Advisory
Idaho
$1.13K
TFGT
558
TS Financial Group (TSFG)
Illinois
$1K
CYG
559
Clean Yield Group
Vermont
$6
NI
560
Natural Investments
California
GS
561
GTS Securities
New York
DL
562
DOHJ LLC
Washington
RW
563
Rede Wealth
Virginia
Marshall Wace
564
Marshall Wace
United Kingdom
WA
565
Wealth Architects
California
LJHT
566
Laurie J. Hall Trustee
AAP
567
Arax Advisory Partners
Colorado
FIM
568
Freedom Investment Management
Connecticut
AA
569
Armis Advisers
Georgia
MIM
570
Macroview Investment Management
Maryland
ZAM
571
Zevin Asset Management
Massachusetts
BDF
572
Black Diamond Financial
Maryland
ESB
573
Essex Savings Bank
Connecticut
MYIA
574
Mount Yale Investment Advisors
Colorado
TPWA
575
Twin Peaks Wealth Advisors
California